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 …
2018 Q1 Shareholder’s Letter
Read FineMark’s 1st Quarter Shareholder’s Letter from the President, Joseph R. Catti. Dear Shareholder, 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 first quarter ending March 31, 2018. FIRST …
FineMark Trust Mobile App
FineMark’s dedicated mobile app for trust and investment accounts is now available! The app is a powerful resource, providing access to your account information from the palm of your hand. Simply click, tap or swipe to view account positions and transaction activity, 24 hours a day, seven days a week. The app’s streamlined, easy-to-use pages …
2018 First Quarter Review and Commentary
FINE POINTS, The Quarterly Trust and Investment Publication of FineMark National Bank & Trust April 2018 | Volume 3 | Issue 2 Domestic equity markets posted losses during the quarter, which was the first decline we have experienced since Q3 of 2015. We spilled a fair amount of ink in our 2017 newsletters, detailing the …
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