…is $11.58 million ($23.16 million per married couple) for 2020, this exemption sunsets at the end of 2025 and will revert to $5 million per person indexed for inflation. Congress…
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2014 Q2 Shareholder’s Letter
Read FineMark’s 2nd Quarter Shareholder’s Letter from the President, Joseph R. Catti. Click here to download Q2 Shareholder’s Letter….
2014 Q1 Shareholder’s Letter
Read FineMark’s 1st Quarter Shareholder’s Letter from the President, Joseph R. Catti. Click here to download Q2 Shareholder’s Letter….
Android Fingerprint ID Now Available for FineMark’s Mobile Banking App
…phone settings, the updates may download automatically, or if you do not have auto-updates set up, you will need to visit the App Store or Google Play to update. Enable…
Annual Report 2013
…Click the link below to download and view the full PDF version of the Annual Report. Hard copies are available by request at the FineMark Office. Annual Report 2013.pdf(6322 KB)…
2013 Q4 Shareholder’s Letter
Read FineMark’s year-end Shareholder’s Letter from the President, Joseph R. Catti. Click here to download 2013 Q4 Shareholder’s Letter….
Annual Report 2012
…download and view the full PDF version of the Annual Report. Hard copies are available by request at the FineMark Office. 2012 Annual Report low res – FineMark.pdf (3459.1 KB)…
Fiduciary Rule
…most. Commissioned advisors typically operate under a “suitability” standard as opposed to a “fiduciary” standard. Under a suitability standard, multiple solutions may be deemed suitable for an investor; however, the…
2020 Annual Report
…went above and beyond. As a result, FineMark experienced a record year. For optimal viewing, please click on the full screen button below the flipbook. Download 2020 Annual Report…
Do I still need an Estate Plan?
…beneficiaries of your assets, as with payable-on-death accounts or joint ownership, the assets will not be protected from creditors. For example, your son or daughter may be anticipating a divorce….
Intro to the SECURE Act | Retirement Plan Legislation
On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (“SECURE Act”) into law. The SECURE Act was signed in the middle of the…
2019 Fourth Quarter Review and Commentary
…average for price-to-earnings (P/E) ratios. As a reminder, P/E ratio is a common measure of how “cheap” or “expensive” a stock is relative to how much profit a company generates….