Houses, cars, artwork, jewelry. Most people are aware of these valuable physical assets because they see and use them every day. But did you know that digital content are assets as well? FineMark’s I.T. and CRM Specialist, Kim Wargo explains what digital assets are and what happens to them when you’re gone or if you’re …
Keeping Your Cloud Storage Safe
It seems like everyone uses “the cloud” these days to store and manage their data. But how do you know your information is safe and what can you do to help keep it secure? FineMark’s IT & CRM Specialist, Kim Wargo, shares some valuable insight.
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 …
Beware of Phone Scams
Thieves have become more sophisticated over the years and the chances of someone stealing your identity are increasing. Fraudsters are impersonating financial institutions or tech support companies to trick you into giving your personal information. FineMark Marketing Director, Jessica Catti discusses ways to identify these types of fraudulent calls and how to prevent you from …
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, …
Mobile App Safety
June 11, 2021—More than a thousand new apps hit the market each day, but are they safe? FineMark’s IT Manager, Jason Manwell, offers simple suggestions to help limit your vulnerability to digital snoops and cybercriminals. Have questions? Please click here to contact us. Follow us on social media! Click to follow us on Facebook, Linkedin, …
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 …
Identity Theft, Warning Signs and Ways to Prevent It
May 28, 2021—Identity Theft is all too common and if you don’t take precautions, you may become a victim without even knowing it. FineMark’s Tiffany Williams shares the warning signs and ways to prevent identity theft. Click here to watch the full video. Have questions? Please click here to contact us. Follow us on social …
FineMark Insights: Gold, a Timeless Store of Value
May 26, 2021—FineMark’s Chief Investment Officer Chris Battifarano weighs in on the link between gold and the U.S. dollar and why the current rate environment could make it a good time to include gold in your portfolio. Click here to watch the full video. Have questions? Please click here to contact us. Follow us on …
FineMark Insights: 2021 Q1 Market Highlights
May 19, 2021 – FineMark’s Chief Investment Officer, Chris Battifarano reviews first quarter highlights and talks about what could impact the markets in the coming months. 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, and …
Estate Planning Essentials
In FineMark’s fourth segment of Aspire, Adria Starkey explains the importance of estate planning and how being active in managing your finances can give your peace of mind.
