June 09, 2021—It’s been more than three years since Opportunity Zones was first introduced as a program to enhance underserved communities while offering generous tax breaks to wealthy investors. FineMark’s…
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2018 Second Quarter Review and Commentary
…in the theory that free enterprise, not governments, are the best allocators of capital. We believe that President Trump’s freewheeling communication style and bombastic, unconventional approach to negotiating cause many…
Android Fingerprint ID Now Available for FineMark’s Mobile Banking App
…set up Quick Access to confirm and enable your Fingerprint ID to access your accounts. Now you can use Fingerprint ID to log on to the app. Screenshots of the…
What about that IRA?
…your tax and legal advisor for advice on your personal situation. Go to top 2021 First Quarter Review and Commentary Articles In This Issue: 2021 Second Quarter Review and Commentary…
2018 Fourth Quarter Review and Commentary
…prosperity and health in 2019. 2018 Fourth Quarter Review and Commentary By Christopher Battifarano, CFA®, CAIA Executive Vice President & Chief Investment Officer ARTICLES IN THIS ISSUE: Fiduciary Rule Download…
FineMark to be listed on the OTCQX®
…the OTCQX is a noteworthy milestone for our company. It provides accessibility and liquidity from the investment community. For shareholders, it provides an informative, user-friendly trading experience that is efficient,…
Portfolio Actions You Can Take Today To Prepare For Higher Taxes Tomorrow
…intended for educational purposes only, and should not be construed as investment, legal, insurance or tax advice or a recommendation for any security, investment strategy, or offer for trust or…
The Russian Invasion And Its Possible Impact on Your Investment Portfolio
…The information contained herein is intended for educational purposes only, and should not be construed as investment, legal, insurance or tax advice or a recommendation for any security, investment strategy,…
Stay Long Gold
…relied upon as being complete. Stated information is derived from proprietary and non-proprietary sources that have not been independently verified for accuracy and or completeness. Information contained herein is current…
Tapering and Rising Rates, and What it Means to Investors
…and should not be relied upon as being complete. Stated information is derived from proprietary and non-proprietary sources that have not been independently verified for accuracy and or completeness. All…
[New Features] FineMark’s Business Banking App 5.0
…FineMark’s Business Banking App. Positive Pay Approvals If you have any questions regarding the new functionality, please reach out to your partners in treasury management at treasuryoperations@finemarkbank.com or contact…
Credit Cards vs. Debit Cards
…your checking account is never disrupted. If you have any questions about this article, feel free to give us a call or stop by our office. We’re always happy to…