A new financial scam is being reported that involves fictitious inheritance or beneficiary payouts. Victims are contacted through email, Google Chat or U.S. mail by scammers claiming to be with the Office of the Comptroller of the Currency (OCC). They say they’re holding money in the victim’s name. The victims are asked to provide general …
Be Financially Prepared This 2024 Hurricane Season
If a hurricane is approaching your community, you will likely have little time to react. In those critical moments, your focus will be on your family’s safety. Once the threat passes, having your finances in order will be very important as you begin the recovery process. Hurricane season officially starts June 1st, so it’s important …
2024 First Quarter Review & Commentary
Equity markets continued their strong upward rise, with US large caps leading the charge. Markets were clearly in risk seeking mode, and equites were not the only asset class to experience significant appreciation, cryptocurrencies continue to race ahead as well. Select commodities also rose significantly including gold, oil and cocoa. FineMark Chief Investment Officer Chris Battifarano breaks it all down, offering FineMark’s views on risk, opportunities, and what you need to consider as 2024 unfolds.
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Why Wealth Management at FineMark Transcends Stock Picking
Discover how FineMark’s holistic approach to wealth management transcends simple stock picking in our latest article. Trust Administrator, Read Sawczyn, explains how we work closely with our clients to gain a deep comprehensive understanding of their goals and objectives and then we marry our investment services with estate planning and tax planning to ultimately have a successful outcome.
Spring Clean Your Financial Clutter
Are you drowning in paperwork pre-tax filing? It’s time to get organizing and toss out those documents you no longer need. But, how long should you actually keep your financial records? Here’s our guideline on how long to keep financial documents to help you get rid of your financial clutter. Quick Toss-outs: Anything Under a …
The Alarming Rise of Check Fraud
Check fraud is resurging despite fewer check users. Find out how thieves exploit checks and learn preventive measures from FineMark to safeguard your finances.
2023 Fourth Quarter Review & Commentary
2023 ended on a high note with stunning bond performance in a reviving stock market. With a U.S. presidential election on the horizon, Executive Vice President & Chief Investment Officer Chris Battifarano uses historical data to evaluate year-end happenings and ponder what may lie ahead.
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Why You Need An Estate Plan
One of the most overlooked aspects of financial planning is estate planning. Many people put off the discussion, thinking it’s not necessary until later in life. But the truth is, it’s never too soon to start. An estate plan ensures that when you become incapacitated or pass away, your assets are managed by and go …
Securing the Season, Preventing Holiday Cybercrime and Fraud
This holiday season, don’t let cybercriminals and scammers ruin your festivities. Check out our article and video on “Securing the Season: Preventing Holiday Cybercrime and Fraud” from the U.S. Department of Treasury’s Office of Cybersecurity and Critical Infrastructure Protection. Learn valuable tips on how to avoid common scams, exercise caution with unsolicited communications, and protect your personal and financial information. Stay informed and watch the video to stay one step ahead of cybercriminals.
Year-end Tips and Preparation for 2024
As we approach the end of 2023, now is the perfect time to review your financial planning, track your progress and make adjustments for the year ahead. To help you get started, we’ve compiled a list of five suggestions to consider before the year comes to a close. Review Your Investments First up, take a …
Cyber Safe: Keeping Your Wallet and Identity Safe!
During a recent webinar on identity theft, FineMark’s professionals discussed various topics related to cyber scams and how individuals can protect their identity. The focus was on phishing attacks, including email, text, phone call, and payment app phishing. The experts also emphasized the importance of social media safety and shared tips to prevent becoming a victim of scams.
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Should I enable two-factor authentication?
Strengthen Your Online Security: Two-Factor Authentication In an increasingly digital age, protecting your personal information from cyber criminals is vital. One effective way to enhance your security is by implementing two-factor authentication (2FA). By utilizing 2FA, you add an additional layer of protection, making it much more difficult for hackers to gain unauthorized access to …
