The benchmark S&P 500 stock index has fallen into bear market territory. FineMark’s Chief Investment Officer, Chris Battifarano, gives insight into how long the slump may last and what investors should consider now.
Behavioral Finance Explained (series introduction)
Discover the normal roller coaster ride of emotions during market shifts, and learn about behavior finance to improve financial decisions. Discussing these emotions with a financial advisor can increase confidence when navigating the market.
Be Financially Prepared for a Natural Disaster
Hurricane season is here and while you likely know how to secure your property and what supplies to stock up on, financial preparedness is also important. FineMark offers suggestions on how to identify, collect and update your personal and financial information before a storm strikes.
Secure ACT 2.0: Four Key Enhancements Could Help You Save More for Retirement
A new bill, that could become law later this year, may help Americans put more money away for retirement. FineMark Private Wealth Advisor, Dean Borland, shares some of the key highlights in Secure Act 2.0.
2022 First Quarter Review & Commentary
With the Russian invasion of Ukraine impacting inflation, interfering with global food supplies, and wreaking havoc within the oil and fertilizer industries, continued market volatility seems imminent. But that doesn’t mean your portfolio will also be unstable. Executive Vice President & Chief Investment Officer Chris Battifarano offers FineMark’s perspective on today’s market realities and shares why diversification may be the key to a resilient portfolio.
The Russian Invasion And Its Possible Impact on Your Investment Portfolio
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.
New Reporting guidelines for Third-Party Payment Apps won’t impact Zelle® users
In January of this year, a new tax reporting requirement was announced that will impact 2022 tax returns filed in 2023, regarding third-party payment networks. However, if you use Zelle® for sending money, the rule may not apply.
Cybersecurity: Understanding Cyber Threats
Miss our virtual event on Cybersecurity: Understanding Cyber Threats? Watch the recording! As we grow more dependent upon technology, digital safety is crucial.
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.
Highlights of New Florida Trust Acts from 2021
On July 1, 2021, two new acts affecting trusts were in enacted in Florida, the Florida Uniform Directed Trust Act and the Florida Community Property Trust Act. While both of these Acts are targeted in nature, they could provide an excellent planning opportunity for those with the right situation. Read the highlights of these new laws in this article.
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.
