Naples, FL (June 04, 2018) – Adria D. Starkey, President of FineMark National Bank & Trust, Collier County, is pleased to announce the appointment of Heather Thomas as Senior Lending Officer in Collier County. Thomas has 30 years of banking experience with the last 19 years in Southwest Florida. Most recently, she was a Vice …
2017 Annual Report
Flip through the pages of our 2017 Annual Report.
2018 Q1 Shareholder’s Letter
Read FineMark’s 1st Quarter Shareholder’s Letter from the President, Joseph R. Catti. Dear Shareholder, On behalf of the Board of Directors, the executive management team and all of the dedicated associates of FineMark National Bank & Trust, I am pleased to report on the bank’s performance for the first quarter ending March 31, 2018. FIRST …
2018 First Quarter Review and Commentary
FINE POINTS, The Quarterly Trust and Investment Publication of FineMark National Bank & Trust April 2018 | Volume 3 | Issue 2 Domestic equity markets posted losses during the quarter, which was the first decline we have experienced since Q3 of 2015. We spilled a fair amount of ink in our 2017 newsletters, detailing the …
Are Charitable Pledges Enforceable Against an Estate?
As with most legal questions, the answer to the question above is “it depends.” A charitable pledge (oral or in writing) is defined as a contract between a donor and a charity in which the donor promises to make a contribution in the future, such a pledge may be enforceable. In Mt. Sinai Hospital, Inc. …
How to Fight Mobile Number Port-out Scams
Original Article from krebsonsecurity.com. View the original article here: https://krebsonsecurity.com/2018/02/how-to-fight-mobile-number-port-out-scams/ By Brian Krebs Wednesday, February 28th, 2018 at 9:46 am HOW TO FIGHT MOBILE NUMBER PORT-OUT SCAMS T-Mobile, AT&T and other mobile carriers are reminding customers to take advantage of free services that can block identity thieves from easily “porting” your mobile number out to …
Mobile App Update – Edit Payee & Touch ID Toggle
On Monday, March 5th, FineMark’s Personal Mobile Banking App will go through an update. This update will allow users to: Edit Payees through the Bill Pay screen, and Turn Touch ID on or off from the log in screen. (iPhones only) Depending on your phone settings, the updates may download automatically, or if you do …
Recent Changes in the Markets
First reported on February 8, 2018. Market activity in recent days has been much more volatile than anything we have experienced over the past year. This current period reminds us of the old Wall Street adage “markets take the stairs up and the elevator down.” FineMark’s investment group has been closely monitoring the markets and …
IRS Tax Fraud Alert
The Internal Revenue Service is warning taxpayers of a quickly growing scam involving erroneous tax refunds being deposited into taxpayers’ bank accounts. The number of potential taxpayer victims jumped from a few hundred to several thousand this month after the IRS Criminal Investigation division discovered more tax professionals’ computer files have been breached. After stealing …
2017 Fourth Quarter Review and Commentary
FINE POINTS, The Quarterly Trust and Investment Publication of FineMark National Bank & Trust January 2018 | Volume 3 | Issue 1 Nearly across the board, 2017 was an excellent year for investors in all asset classes, particularly equities. It will be a tough act to follow. The 2017 upward move in equities was marked …
The New Tax Law: What You Need To Know
When the new Federal tax reform Bill was signed into law in late 2017, the entire landscape of American taxation changed. Knowing the nature and extent of these changes will allow you to work more effectively with your tax and wealth advisors. PERSONAL INCOME TAXATIONPerhaps most broad reaching is the change to the individual tax …
An Ounce of Prevention
Tax Changes Are Most Likely Coming – So What Can Be Done This Year To Minimize Taxes Next Year? Information updated 12-19-2017 The details of the Federal tax plan have been reconciled (herein referred to as the “reconciled tax bill”), so we know with a bit more certainty which tax changes are actually coming. The …
