The devastating war in Ukraine has introduced new uncertainty to a stock market that’s already had a shaky start in 2022. FineMark’s Chief Investment Officer Chris Battifarano, shares insight on the potential impact to the markets and your investment portfolio.
2021 Q4 Review & 2022 Outlook
Miss our virtual event? Watch the recording of FineMark’s CIO discussion on the fourth quarter and our investment outlook for 2022.
2021 Fourth Quarter Review & Commentary
If the markets have taught us anything over the past two years, it’s to expect the unexpected. While more of the same may be on the horizon, history can help investors anticipate what can’t be precisely predicted. Executive Vice President & Chief Investment Officer Chris Battifarano offers FineMark’s perspective on 2021 and shares how looking back at historical performance can provide insight into what lies ahead.
2021 Third Quarter Review & Commentary
It was another strong quarter for markets, but that didn’t make Q3 2021 any less predictable. Executive Vice President & Chief Investment Officer Chris Battifarano shares FineMark’s perspective on the quarter overall and spotlights key elements – inflation, quantitative easing, anticipated tax increases, and more – to help you understand their impacts.
Tapering and Rising Rates, and What it Means to Investors
Rates are moving higher in the wake of a recovering economy and signs of a pick up in the inflation rate. What does this move mean for investors?
Portfolio Actions You Can Take Today To Prepare For Higher Taxes Tomorrow
House Democrats have unveiled a sweeping proposal for tax hikes on big corporations and wealthy Americans. And while many are taking a wait-and-see approach, there are investment strategies that you may want to consider now. FineMark Portfolio Manager Chris Highmark’s takes a look.
What is a QCD and How Does it Work?
If you are charitably inclined and you’re looking for a way to donate this year, you may want to consider a qualified charitable distribution. FineMark Trust Administrator, Grace Gutierrez explains how it’s a way to give and get a tax benefit in return. What is a qualified charitable distribution? A qualified charitable distribution (QCD) is …
Stay Long Gold
Gold prices have not performed as anticipated over the past 12 months, but as FineMark’s CIO Chris Battifarano explains, gold remains an important part of a diversified portfolio.
FineMark Insights: The Value of Portfolio Rebalancing
When it comes to your investments, working with your advisor to create the strategy that is right for you is critical. But one of the best ways to achieve long term success, is a step many people miss. Chief Investment Officer Chris Battifarano explains the value of rebalancing your portfolio. Click here to watch the …
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, …
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 …
