FineMark’s Trust Advisor, Read Sawczyn gives a short review on the recent updates to the Secure Act 2.0 and discusses how some of the changes could potentially impact your retirement plans and IRAs.
2022 Year-end Review and 2023 Outlook
While 2022 was a challenging year for financial markets, the steady drumbeat of high inflation that dominated headlines appears to be abating and we see reasons to be more optimistic. CIO Chris Battifarano shares the relevance of “Minsky Moments” in 2022 and FineMark’s informed outlook for 2023 and beyond.
Markets Adjust to a More Hawkish Fed
FineMark Chief Investment Officer, Chris Battifarano, gives insight as the markets adjust to a more hawkish fed and what that means for investors.
How Scammers Target Seniors
Did you know that an estimated one in five seniors is a victim of financial exploitation? Scammers are increasingly targeting seniors by tricking you into giving them money or access to your personal information. Learn how to deter, detect and defend against scammers.
401k and Saving For Retirement
Nearly 80% of employers offer 401(K) plans, but less than half of the country’s employees take advantage of the retirement plan. FineMark’s Private Wealth Advisor Read Sawczyn explains why contributing to your 401(K) can be a smart way to save and reach your retirement goals.
2022 Second Quarter Review & Commentary
Quantitative easing, inflation, offshore production, and rising energy costs all played a role in global market performance this quarter. Is there any relief in sight? Executive Vice President & Chief Investment Officer, Chris Battifarano breaks it all down, shares insight into current and past bear market performance, and offers FineMark’s recommendation for investors.
Behavioral Finances Explained, Ep 6 – Self-Attribution Bias
“When things work out its all because of me and when they don’t its because of everybody else”. But more often than not it’s a combination of both.
Behavioral Finances Explained, Ep 5 – Confirmation Bias
As much as we humans want to be objective, some of us only want to read articles and charts that back up what we believe to be true. Sometimes the devil’s advocate may have a point.
Behavioral Finances Explained, Ep 4 – Herding
FOMO. Sometimes everybody’s buying it only because, well, everybody’s buying it. Doesn’t necessarily mean you should.
Behavioral Finances Explained, Ep 3 – Overconfidence Bias
Ever felt like you were on an investing hot streak? Was it really you or maybe luck? Have you ever correctly called a market event before? Were you able to do it again? We talk more about how these concepts can be detrimental to your wealth.
Behavioral Finances Explained, Ep 2 – Anchoring
Have you ever bought a stock of a company solely because it was trading at a big discount to its all-time high? Sometimes that can lead to disappointment. Here’s why we do that…
Behavioral Finance Explained, Ep 1 – Loss Aversion
The tendency to avoid losses over realizing gains. See how this fear of losing money can skew your investment decisions.
