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 …
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 …
2019 Third Quarter Review and Commentary
“If you have trouble imagining a 20% loss in the stock market, you shouldn’t be in stocks.” – John C. Bogle, Founder and CEO of Vanguard Group (1929 – 2019) This quarter’s featured quote comes from, Jack Bogle, who passed away this past January. Bogle was the founder of the Vanguard Group, the firm credited …
2019 Second Quarter Review and Commentary
FINE POINTS, The Quarterly Trust and Investment Publication of FineMark National Bank & Trust July 2019 | Volume 4 | Issue 3 “It is not from the benevolence of the butcher, the brewer, or the baker that we expect our dinner, but from their regard to their own interest.” – Adam Smith, Scottish Economist (1723-1790) …
2019 First Quarter Review and Commentary
FINE POINTS, The Quarterly Trust and Investment Publication of FineMark National Bank & Trust April 2019 | Volume 4 | Issue 2 “Mr. Market is a kind of drunken psycho. Some days he gets very enthused, some days he gets very depressed. And when he gets really enthused you sell to him, and if he …
2018 Fourth Quarter Review and Commentary
FINE POINTS, The Quarterly Trust and Investment Publication of FineMark National Bank & Trust January 2019 | Volume 4 | Issue 1 “Supply creates its own demand.” – Jean-Baptiste Say, French economist After nine consecutive years of gains, the S&P 500 finally experienced a down year in 2018. The performance of the market during the …
2018 Third Quarter Review and Commentary
FINE POINTS, The Quarterly Trust and Investment Publication of FineMark National Bank & Trust October 2018 | Volume 3 | Issue 4 Surging U.S. Equities, Monetary Tightening and Emerging Market Debt Shape the Investment Landscape “The four most dangerous words in investing are: ‘this time it’s different.’” – Sir John Templeton The old Wall Street …
2018 Second Quarter Review and Commentary
FINE POINTS, The Quarterly Trust and Investment Publication of FineMark National Bank & Trust July 2018 | Volume 3 | Issue 3 Now that we’ve reached the mid-point of the year, it’s a good time to look back at the economic forecasts we made at the beginning of the year and revisit how we expect …
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 …
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 …
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 …
2017 Second Quarter Review and Commentary
FINE POINTS, The Quarterly Trust and Investment Publication of FineMark National Bank & Trust July 2017 | Volume 2 | Issue 3 We stand at the mid-point of the year, shocked that it has gone by so quickly. There have been a number of surprises, but nothing terribly alarming apart from the very low level …
