Read FineMark’s 2nd 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 second quarter ending June 30, 2017. SECOND …
2017 Second Quarter Review and Commentary
FINE POINTS, The Quarterly Trust and Investment Publication of FineMark National Bank & Trust July 2017 | Volume 2 | Issue 3 We stand at the mid-point of the year, shocked that it has gone by so quickly. There have been a number of surprises, but nothing terribly alarming apart from the very low level …
Electronic Wills
One of the more recent developments in estate planning is the concept of electronic wills. Instead of signing a hard copy document in ink, an electronic will allows the testator (a person who has written a will) and witnesses to sign it electronically and a notary to notarize it electronically. Currently Nevada is the only …
2017 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, 2017. First …
Tips for Creating a Strong Password
Having a strong password is key to online account security. Given the damage that can result from unauthorized access your account information, it helps to pay attention to these simple rules. Don’t share your username or password with anyone, for any reason. Also don’t make it easy for others to see you entering your password …
2017 First Quarter Review and Commentary
FINE POINTS, The Quarterly Trust and Investment Publication of FineMark National Bank & Trust April 2017 | Volume 2 | Issue 2 National Markets The first quarter went largely as projected in our January Newsletter however, equities performed stronger than expected. Domestic equities moved up over 9% since the November election, but began to abate …
Alphabet Soup is Not Just for Lunch
Have you ever encountered an estate planning acronym that you did not recognize? You are not alone. Here are a few of the most common acronyms used in trust and estate planning: Click here to view PDF version of Alphabet Soup in the Trust World By Read Sawczyn Vice President & Private Wealth Advisor Additional …
2016 Q4 Shareholder’s Letter
Read FineMark’s 4th Quarter Shareholder’s Letter from the President, Joseph R. Catti. Click to download the 4th Quarter Shareholder’s Letter.
Tangible Personal Property & Estate Planning
In the overall scope of things, tangible personal property (i.e. furniture, art, jewelry, clothes and tchotchkes) may seem to be an insignificant concern when planning your estate and providing for its disposition upon death. However, if not addressed properly, it can tear the family fabric apart. Consider the old blanket knitted by your mother that …
Fourth Quarter Review and Commentary
FINE POINTS, The Quarterly Trust and Investment Publication of FineMark National Bank & Trust January 2017 | Volume 2 | Issue 1 “It’s tough to make predictions, especially about the future.” -Yogi Berra, Hall of Fame Yankee Catcher 2016 was seemingly the year where some of the most unlikely and unusual events came to pass. …
2016 Q3 Shareholder’s Letter
Read FineMark’s 3rd Quarter Shareholder’s Letter from the President, Joseph R. Catti. Click to download the 3rd Quarter Shareholder’s Letter.
Third Quarter Review and Commentary
FINE POINTS, The Quarterly Trust and Investment Publication of FineMark National Bank & Trust Quarter 3, 2016 | Volume 1 | Issue 3 The third quarter was one of the most quiet, least volatile quarters in twenty years. While summers are typically quieter than the rest of the year, this was certainly more profound. Despite …
