Flip through the pages of our 2013 Annual Report. Click the link below to download and view the full PDF version of the Annual Report. Hard copies are available by request at the FineMark Office. Annual Report 2013.pdf(6322 KB)
2013 Q4 Shareholder’s Letter
Read FineMark’s year-end Shareholder’s Letter from the President, Joseph R. Catti. Click here to download 2013 Q4 Shareholder’s Letter.
2013 Annual Market Review
Standoffs, sequestration, shutdown, and suspense in Washington supplied the wall of worry that equities markets are said to be so fond of climbing. And climb it they did… The Markets Standoffs, sequestration, shutdown, and suspense in Washington supplied the wall of worry that equities markets are said to be so fond of climbing. And climb …
IRA and Retirement Plan Limits for 2014
Learn about the maximum amount you can contribute to a traditional IRA or Roth IRA and the maximum catch-up contribution for those age 50 or older in 2014. The maximum amount you can contribute to a traditional IRA or Roth IRA in 2014 remains unchanged at $5,500 (or 100% of your earned income, if less). …
Government Shutdown Explained
President Obama signed an 11th-hour deal, passed by Congress to end a partial government shutdown and pull the world’s biggest economy back from the brink of a historic debt default. Capping weeks of political bluster that had unnerved global markets, President Obama signed an 11th-hour deal, passed by Congress to end a partial government shutdown …
2013 Q2 Shareholder’s Letter
Download the shareholder’s letter from the President for Q2 2013. Click here to download 2013 Q2 Shareholder’s Letter.
FineMark Reaches Another Financial Milestone
FineMark National Bank & Trust, announced the bank has exceeded $600 million in total assets and assets under management from Trust and Investment services now top $1 billion. Joseph R. Catti, President and CEO of FineMark National Bank & Trust, announced the bank has exceeded $600 million in total assets and assets under management from …
Annual Report 2012
Flip through the pages of our 2012 Annual Report. Click the link below to download and view the full PDF version of the Annual Report. Hard copies are available by request at the FineMark Office. 2012 Annual Report low res – FineMark.pdf (3459.1 KB)
Scottsdale Office Moves In!
FineMark has moved into its permanent location in Scottsdale, Arizona. The 10,000 sq. ft. building has been completely remodeled and is located at 7600 E. Doubletree Ranch Road. FineMark has moved into its permanent location in Scottsdale, Arizona. The 10,000 sq. ft. building has been completely remodeled and is located at 7600 E. Doubletree Ranch …
Annual Market Review of 2012
For all the head winds faced in 2012, most of the major market indices posted positive gains. A total return of 16% for the S&P 500 was welcome after an essentially flat 2011. For all the head winds that the world economy faced in 2012 most all the major market indices posted positive gains. A …
FineMark Receives 5-Star Rating
FineMark National Bank & Trust has been awarded a 5-Star Superior rating from Bauer Financial. This is the seventh consecutive quarter FineMark has received this honor. FineMark National Bank & Trust has been awarded a 5-Star Superior rating for the seventh consecutive quarter. The nation’s leading independent bank rating and research firm Bauer Financial rates …
FineMark Explains Internet Terms
From IP addresses and URLs to Blogs, Spam and Cookies, FineMark explains 15 of the most common internet-related words and how they work. Have you ever wondered what some of those internet terms really mean? From IP addresses and URLs to Blogs, Spam and Cookies, FineMark explains 15 of the most common internet-related words and …