Banking on Success FineMark’s sleek new headquarters accommodates its expanding presence By Melanie Pagan A sprawling entryway with white oak wood, porcelain and mosaic tile, high-end furnishings and pendant chandeliers dangling from a soaring 30-foot ceiling … No, we’re not describing another mega-mansion in Southwest Florida; rather, FineMark National Bank & Trust’s new, 60,000-square-foot Fort …
Beware of Phone Scams
Thieves have become more sophisticated over the years and the chances of someone stealing your identity are increasing. Fraudsters are impersonating financial institutions or tech support companies to trick you into giving your personal information. FineMark Marketing Director, Jessica Catti discusses ways to identify these types of fraudulent calls and how to prevent you from …
FineMark Insights: Inflation
June 16, 2021—Listen to FineMark’s CIO, Christopher Battifarano as he discusses FineMark’s view on inflation in a post Covid world and what it means to your portfolio. Click here to watch the full video. Have questions? Please click here to contact us. Follow us on social media! Click to follow us on Facebook, Linkedin, YouTube, …
Mobile App Safety
June 11, 2021—More than a thousand new apps hit the market each day, but are they safe? FineMark’s IT Manager, Jason Manwell, offers simple suggestions to help limit your vulnerability to digital snoops and cybercriminals. Have questions? Please click here to contact us. Follow us on social media! Click to follow us on Facebook, Linkedin, …
FineMark Insights: Finding Opportunity in Opportunity Zones
June 09, 2021—It’s been more than three years since Opportunity Zones was first introduced as a program to enhance underserved communities while offering generous tax breaks to wealthy investors. FineMark’s Chris Highmark talks about the program and potential opportunities that still exist. Have questions? Please click here to contact us. Follow us on social media! …
FineMark Insights: Bitcoin
June 02, 2021—One of the hottest investment trends right now is Bitcoin. But with all of the hype around this cryptocurrency, there is a lot volatility. Andrew Potter talks about the risks and shares FineMark’s position on Bitcoin. Have questions? Please click here to contact us. Follow us on social media! Click to follow us …
Identity Theft, Warning Signs and Ways to Prevent It
May 28, 2021—Identity Theft is all too common and if you don’t take precautions, you may become a victim without even knowing it. FineMark’s Tiffany Williams shares the warning signs and ways to prevent identity theft. Click here to watch the full video. Have questions? Please click here to contact us. Follow us on social …
FineMark Insights: Gold, a Timeless Store of Value
May 26, 2021—FineMark’s Chief Investment Officer Chris Battifarano weighs in on the link between gold and the U.S. dollar and why the current rate environment could make it a good time to include gold in your portfolio. Click here to watch the full video. Have questions? Please click here to contact us. Follow us on …
FineMark Insights: 2021 Q1 Market Highlights
May 19, 2021 – FineMark’s Chief Investment Officer, Chris Battifarano reviews first quarter highlights and talks about what could impact the markets in the coming months. Click here to watch the full video. Have questions? Please click here to contact us. Follow us on social media! Click to follow us on Facebook, Linkedin, YouTube, and …
2021 Bonita Bay Tennis Tournament
This past weekend, Bonita Bay hosted their annual tennis tournament and FineMark was proud to be the title sponsor of the event. Congratulations to the winners! Check out some of the photos- it was such a fun event to be a part of!
Is it too late to make a gift of my exemption?
That is the question we have been hearing from clients for the last few months that are still on the fence about gifting their unused exemption amount. The hesitation is justified after all, gifting a sizable amount of wealth should be carefully considered. We saw a flurry of activity at the end of last year …
2021 First Quarter Review & Commentary
The Long, Successful History of Portfolio Diversification Miguel de Cervantes, author of Don Quixote de la Mancha, is known as the most famous novelist in Spanish history (and, quite possibly, the world). In pondering the author’s quote, above, it’s worth noting that individual investors are inclined to view the quote and think that simply having …
