…a member of the selection committee. “He never says no and has done everything we’ve asked. He’s committed to Southwest Florida.” Parrish will be the next chairman of the Foundation…
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Sensory Santa Experience with Family Initiative, Inc.
…participate in together. You can tell by the photos; it was a wonderful time had by all. Visit Family Initiative, Inc. website to view all images from the event here….
Important Update Regarding Market Volatility
…an open question today is if the action by the Fed to tame inflation will go too far and precipitate a recession. We do not think that event is yet…
Preventing Phishing Attacks
Phishing attacks are now the most common method cybercriminals are using to target unsuspecting victims. They’re becoming more customized and difficult to detect. So first, let’s talk about how they’re…
FinTech Risks and Realities
…financial institutions and big tech companies. FinTech examples include the privately owned trading app Robinhood, digital payments system PayPal (PYPL), and the Apple (AAPL) credit card launched in partnership with…
Spring Cleaning For Your Estate Plan
…for Your Estate Plan By Lindsey A. Jackson, J.D. Vice President & Private Wealth Advisor, Trust Articles In This Issue: 2019 First Quarter Review and Commentary Download Full Newsletter Here…
Is it too late to make a gift of my exemption?
…Wealth Advisor, Trust Articles In This Issue: 2021 First Quarter Review and Commentary Download Full Newsletter Here This material is provided for informational purposes only and nothing herein constitutes investment,…
Do I still need an Estate Plan?
…the mercy of the court. By Virginia Cabai Senior Vice President & Private Wealth Advisor Additional articles from this issue: 2018 Third Quarter Review and Commentary Download Full Newsletter Here…
Mobile Apps
…and easy. FineMark’s Mobile Apps offer a convenient way to access your accounts anywhere, anytime. Learn how to download and start using a FineMark app today! Mobile Videos Coming Soon!…
2017 Q1 Shareholder’s Letter
…compared to $3.5 million in the first quarter of 2016. Investment and trust assets under management and administration grew to $2.5 billion as of March 31, 2017, compared to $2…
Benefits of Florida Domicile
…Trust Articles In This Issue: 2022 First Quarter Review and Commentary 2022 Q1 Download Newsletter Here This material is provided for informational purposes only and nothing herein constitutes investment, legal,…
2023 Fourth Quarter Review & Commentary
…market performance is valuation. A common method for expressing the value of equities is the Price-to-Earnings (P/E) ratio, a stock valuation metric that compares a company’s share price to its…