In this next segment of Aspire, FineMark’s Adria Starkey explains how, as women, our past can influence our financial mindset and how we can change it for a more positive future.
Why Women’s Financial Lives Are Different
We are excited to share our first video segment of Aspire, FineMark’s Financial Series for Women. Adria Starkey has championed women’s financial education for decades and is now sharing her knowledge in this special series. Her first segment: Why Women’s Financial Lives are Different.
Investing in Gold: Separating Fact from Fiction
The current economic environment of burgeoning fiat (government-backed) currencies and near-zero (or negative) interest rates has revived gold’s attraction as an investment option. This white paper explores the historical link between gold and the U.S. dollar, provides a contemporary context for the metal’s recent resurgence, and charts a path for its future. A BRIEF HISTORY …
3 Estate Planning & Tax Considerations During COVID-19
The fallout caused by the Covid-19 pandemic has brought to the forefront some important estate planning and tax considerations. We would like to discuss three that we think could impact our clients. First among those is the importance of advance health care directives. Second are the recent changes to retirement plan required minimum distribution rules …
2020 Second Quarter Review & Commentary
This year has been full of unprecedented events, economic upheaval, and elevated market volatility due to the coronavirus pandemic, and the second quarter of 2020 proved no different. While we were pleased to see the steep selloff and 20% decline suffered by the S&P 500 Index during the first quarter come to an abrupt halt …
FBI Alert: FineMark Discusses Mobile & Online Banking Safety
As more Americans turn to banking technology during the current pandemic, the FBI has a warning. The ease of use has also created more opportunities for cybercriminals. FineMark’s Senior Vice President of Banking, Tiffany Williams, shares ways to make mobile banking, safer.
2020 Q2 Shareholder’s Letter
Read FineMark’s Shareholder’s Letter from the President, Joseph R. Catti. DEAR VALUED SHAREHOLDERS, On behalf of FineMark Holdings, Inc.—the Board of Directors, the executive management team, and all of our dedicated associates—I am pleased to report on the company’s performance for the second quarter of 2020. FineMark Holdings, Inc. (OTCQX: FNBT), the parent company of …
2019 Annual Report
Investors Looking to Generate Income
4-Min Video: What can investors looking to generate income in this lower for longer interest rate environment do? June 9, 2020—FineMark’s question of the week: What can investors looking to generate income in this lower for longer interest rate environment do? FineMark CIO Chris Battifarano weighs in.
Beware Of Pandemic Scams Targeted Towards Seniors
Scammers are using the COVID-19 pandemic to con people, often times seniors, out of money. And while the reason behind their fraud is new, their tactics are very familiar. Adding to the concern, many seniors are staying isolated right now, not interacting as much with family and friends, so they become easier targets. During this …
FineMark National Bank & Trust welcomes Erin Bunnell as Trust Administrator
Erin Bunnell, J.D., LL.M. FORT MYERS, FL (JUNE 2, 2020)- Erin Bunnell, J.D., LL.M., joins FineMark National Bank & Trust as a vice president and private wealth advisor in the bank’s Fort Myers office. Ms. Bunnell will utilize her knowledge as an estate planning attorney to assist clients with their financial and estate planning. She …
Negative Interest Rates
2-Min Video: Will the Federal Reserve use negative rates to stimulate the economy? May 19, 2020—This Week’s Top Question: Will the Federal Reserve use negative rates to stimulate the economy? FineMark CIO Chris Battifarano weighs in.
