Read and watch our latest review and commentary. Listen as FineMark’s Chief Investment Officer, Chris Battifarano presents his first quarter market review with Private Wealth Advisor Gerry Roberts, followed by comments by Trust Administrator, Read Sawczyn on the ramifications of the CARES Act. Read the newsletter below. 2020 First Quarter Review & Commentary “I attribute …
Safeguarding Your Identity During Tax (Scam) Season
For most Americans, a typical tax season is stressful enough. Coupled with current pandemic concerns, the 2020 tax season could provide the perfect environment for fraudsters deciding to prey on distracted citizens. FineMark’s latest blog post highlights the season’s most popular tax scams and shares three tips to protect your identity. On March 18, 2020, …
Coronavirus Update: FineMark’s Plan
A letter from the President & CEO, Joseph R. Catti Updated 03-19-2020 FineMark’s highest priority has always been, and will continue to be, to provide exceptional service to our clients. As the coronavirus (COVID-19) disrupts life as we know it, we are making every effort to maintain this level of service, while being mindful of …
Online Services and Mobile Banking Setup
FineMark’s online access and mobile banking services offer unlimited access to view and manage your banking, investment and trust accounts at any time. Online Access for Personal Online Banking HOW TO ENROLL: To establish online banking (click here to sign up) On the upper right hand side of the home page you will find “Online …
FineMark Market Update: Market Volatility Continues
Published article by: Christopher Battifarano, Chief Investment Officer Updated 03/16/2020 U.S. markets ended the day deep in the red over fears of the coronavirus and the uncertainty of the effects on our economy. The S&P 500, Nasdaq and the Dow each closed approximately 12% lower for the day. Earlier today, FineMark’s investment policy committee met, …
FineMark’s CIO, Christopher Battifarano, quoted in Think Advisor
FineMark’s Chief Investment Officer was recently quoted in Think Advisor. FineMark’s Chief Investment Officer, Chris Battifarano was recently quoted in Think Advisor. Although a recession is not expected in 2020, Battifarano and others still believes diversification is the key to a robust portfolio. Click here to view the full article on Think Advisor.
Coronavirus Phishing Attacks On The Rise
Cybercriminals are taking advantage of the public’s desire to learn more about the outbreak. Norton™ recently published this article regarding scams and what to do if you receive a phishing email or phone call. Notification provided by Norton™ LifeLock. CYBERCRIMINALS ARE USING CONCERNS ABOUT THE CORONAVIRUS TO LAUNCH PHISHING ATTACKS What is Happening? While COVID-19, …
Digital Spring Cleaning
While it might be easy to see the need to purge and tidy up, realizing the need to also digitally declutter isn’t so apparent. As spring arrives, we have the desire clean, declutter and reorganize. Although our minds tend to think of purging and tidying up our tangible belongings, we need to remember it’s necessary …
FineMark building approaches peak construction off College Parkway
In the Know: New FineMark Bank building completes topping off. Construction ahead of schedule Fort Myers News-Press On March 3, 2020, the News Press released an article on the latest update on the new FineMark building. Photos and video from the News Press. David Dorsey, Fort Myers News-Press Published 6:00 a.m. ET March 3, 2020 …
Market Update: Coronavirus overview
Recent global impact the coronavirus (COVD-19) is having on both the economy and capital markets. FineMark would like to share our views on the global impact the coronavirus (COVD-19) is having on both the economy and capital markets. This morning we learned the Federal Reserve took the extraordinary action of cutting the fed funds rate …
FineMark gift advances entrepreneurship center toward goal
Bank’s $1 million pledge supports new campus building Original Article: Click to view article from FGCU 360 News of the University February 08, 2020, By Drew Sterwald Florida Gulf Coast University moved closer to turning its plans for the Center for Entrepreneurship & Innovation into reality thanks to a $1 million pledge from FineMark National …
2019 Fourth Quarter Review and Commentary
“Run for your life from any man who tells you that money is evil. That sentence is the leper’s bell of an approaching looter.” – Atlas Shrugged by Ayn Rand HAPPY NEW YEAR! The end of 2019 marked both an extraordinary year and decade for equity markets. In this quarterly letter, we will take time …
