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 …
Adria D. Starkey receives Naples Daily News 25 Over 50 Recognition
Naples Daily News Sunday, December 3, 2017 Adria Starkey’s passion for education and the empowerment of women is exemplified in a long list of organizations that have benefited from her skills as a leader and philanthropist. “Adria is a fierce advocate for women in our community and empowers women to educate themselves in order to …
FineMark Bank DC Ranch Announces Dining Option On-site
Bank to Host Daily Lunches, Community Events as Part of their Unique Client Services Model Original Article: North Scottsdale Lifestyle Article Staci Hauk | Photography Tonia Johnston October 25, 2017 Fine dining and banking are two words we don’t often hear simultaneously. With modern-day banking vastly done online and via phone, regular interactions between client …
2017 Third Quarter Review and Commentary
FINE POINTS, The Quarterly Trust and Investment Publication of FineMark National Bank & Trust October 2017 | Volume 2 | Issue 4 The third quarter cruised along in much of the same fashion as 2017 has to date. Equity markets continued to make new highs in the US with the S&P up +4% in the …
