For many investors, sorting through the maze of financial advice can be a daunting task. The 10,000 baby boomers retiring each day (according to AARP), face myriad of choices. Among those, include selecting the right financial professional to help with complicated retirement decisions. All financial advisors tout retirement and investment solutions, but the method by …
2018 Fourth Quarter Review and Commentary
FINE POINTS, The Quarterly Trust and Investment Publication of FineMark National Bank & Trust January 2019 | Volume 4 | Issue 1 “Supply creates its own demand.” – Jean-Baptiste Say, French economist After nine consecutive years of gains, the S&P 500 finally experienced a down year in 2018. The performance of the market during the …
OTC Markets Group Welcomes FineMark Holdings, Inc. to OTCQX
OTC Markets Group Welcomes FineMark Holdings, Inc. to OTCQX NEW YORK – December 10, 2018 – OTC Markets Group Inc. (OTCQX: OTCM), operator of financial markets for 10,000 U.S. and global securities, today announced FineMark Holdings, Inc. (OTCQX: FNBT), the parent company of FineMark National Bank & Trust, has qualified to trade on the OTCQX® …
FineMark to be listed on the OTCQX®
The Board of Directors of FineMark Holdings, Inc. is pleased to announce its decision to list FineMark Common Stock for trading and quotation on the OTCQX® during the fourth quarter of 2018. The OTCQX is operated by the OTC Markets Group and enables investors to more easily trade privately held stock through the broker of …
2018 Third Quarter Review and Commentary
FINE POINTS, The Quarterly Trust and Investment Publication of FineMark National Bank & Trust October 2018 | Volume 3 | Issue 4 Surging U.S. Equities, Monetary Tightening and Emerging Market Debt Shape the Investment Landscape “The four most dangerous words in investing are: ‘this time it’s different.’” – Sir John Templeton The old Wall Street …
Do I still need an Estate Plan?
As of January 1, 2018, The Tax Cuts and Jobs Act doubled the federal estate tax exemption to $11.18 million for individuals and $22.36 million for married couples. This new tax law has left many people asking the question, “Do I still need an estate plan?” Even though you may not be facing any wealth …
FineMark National Bank & Trust Adds Industry Veteran Advisor Team
In response to strong growth, firm recruits local team to serve clients in Palm Beach County PALM BEACH, FL (August 27, 2018) – David H. Scaff, President of FineMark National Bank & Trust, Palm Beach, is pleased to announce a team of veteran wealth advisors, Paul Blatz, Dean Borland and Kim Bagatell has joined FineMark. …
2018 Q2 Shareholder’s Letter
Read FineMark’s 2nd Quarter Shareholder’s Letter from the President, Joseph R. Catti. Dear Valued Shareholder and Associate, On behalf of the Board of Directors, the executive management team and all of the dedicated associates of FineMark National Bank & Trust, I am pleased to report on the bank’s performance for the second quarter ending June …
‘Tis Better to Give Than Receive – But Is It Still Tax Deductible?
The Tax Cuts and Jobs Act (TCJA) of 2017 eliminated (or limited) many items that previously could be claimed as itemized deductions. However, it did not eliminate the ability to claim charitable contributions as an itemized deduction. Importantly though, the TCJA did raise the standard deduction to $24,000 for married couples and $12,000 for single …
2018 Second Quarter Review and Commentary
FINE POINTS, The Quarterly Trust and Investment Publication of FineMark National Bank & Trust July 2018 | Volume 3 | Issue 3 Now that we’ve reached the mid-point of the year, it’s a good time to look back at the economic forecasts we made at the beginning of the year and revisit how we expect …
2017 Annual Report
Flip through the pages of our 2017 Annual Report.
FineMark National Bank & Trust Welcomes Andy Sheppard and Joe Cleveland as Private Wealth Advisors
FORT MYERS, FL (MAY 18, 2018) – Harlan C. Parrish, President of FineMark National Bank & Trust, Lee County, is pleased to announce the appointments of Andy Sheppard and Joe Cleveland as Senior Vice Presidents and Private Wealth Advisors in Investments and Trust, respectively. They will work in the bank’s Estero office, while serving Lee …
