Our view has been that we have been in an elevated period of risk for the US to enter a recession, however one has not officially occurred. We say officially because recessions are only known with certitude in hindsight, and we have not been informed by the NBER, The National Bureau of Economic Research that …
Protect Yourself from Peer-to-Peer Payment Service Scams
In today’s digital age, scammers are continually coming up with new ways to steal people’s money. One of the latest scams involves peer-to-peer payment services like Venmo® and Zelle®. Though these payment services are generally secure, criminals will try to scam you into sending money. Scammers’ Tactics One common tactic is impersonating your bank. You …
2023 Second Quarter Review & Commentary
While storm clouds remain on the investment horizon, Executive Vice President & Chief Investment Officer Chris Battifarano explains why savvy investors should focus on the long-term, ignore Wall Street chatter, and be aware of mega trends that develop and impact the economic landscape.
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The Psychology of Cyber Attacks:
How Emotional Triggers are Used to Trick Us
Cyber attackers constantly come up with new ways to trick us into doing things we shouldn’t do, like clicking on malicious links, opening infected email attachments, even giving up our passwords. While all of this may seem overwhelming, most of these attacks share one thing: emotion. By knowing the emotional triggers that cyber attackers try …
Hurricane Season 2023: A Guide to Financial Preparedness
Are you ready for hurricane season? Get ready to weather a storm with our comprehensive guide to safeguarding your home and finances. Stay informed, stay safe, and be well-prepared.
Getting Started with IntraFi Cash Service
If you are looking to maximize insurance coverage on large banking deposits that exceed FDIC limits, FineMark can help. We are part of the IntraFi network, which gives you access to millions of dollars in FDIC insurance, all through FineMark. Senior Bank Officer, Christi Lunsford explains how it works.
Preventing Phishing Attacks
Phishing attacks are now the most common method cybercriminals are using to target unsuspecting victims. And they’re becoming more customized and difficult to detect. Watch a 3-minute video on ways to identify these scams.
How Secure Act 2.0 Could Impact your Retirement Plans and IRAs
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.
