Our Experts’ Perspectives
Our highly experienced financial professionals are selected for their expertise, civil leadership and commitment to service. Working together as one dedicated team, they help ensure our clients’ financial success.
Here, our private wealth advisors and senior bankers share their knowledge on a variety of topics to help you stay informed and financially savvy. Check out the videos in our exclusive library to learn more!
Benefits of Personal Online Banking Accounts
Have you discovered the ease and convenience of online banking? Learn about FineMark’s user-friendly online platform and how you can monitor your accounts from anywhere at anytime.
Staying Safe Online and Shielding Your Accounts
A Slick Scam and an Empty Bank Account Emily was having a typical busy Tuesday. She grabbed her morning coffee, glanced at her phone, and noticed a text from her bank: “Did you make this transaction? Reply YES or NO.” She frowned. She hadn’t made any purchases yet that day. Maybe it was just a …
2024 Fourth Quarter Review & Commentary
2024 brought all the benefits of a bull market, including outsized returns for U.S. equity investors. Looking back on the quarter and the year, Executive Vice President & Chief Investment Officer Chris Battifarano acknowledges the wisdom of capitalizing on opportunity, and offers insight on how to prepare for the eventual return of a bear market.
Read Article Here
Planning For Your Financial Future
The Importance of Financial Planning Creating a financial plan is the first step in meeting your future goals. By working with a financial advisor to craft a personalized strategy, you gain a clear understanding of where you stand financially what you need to accomplish for future success. Overcoming Financial Fears If you haven’t created your …
Holiday Travel Preparedness: Cyber Safety Tips for a Secure Vacation
The holiday season is here, and millions of people will be traveling all over the world. If you are going on vacation, here are some travel tips to help keep you cyber savvy and safe. Mobile Devices Avoid overpacking: Only bring the mobile devices you need when going on vacation. By mobile devices, we mean …
Voice Cloning Scams: Unmasking the Threat to Security and Trust
The Alarming Rise of Voice Cloning in Fraudulent Activities The use of voice cloning by fraudsters to commit crimes has seen a disturbing increase in recent years. This advanced technology allows scammers to replicate an individual’s speech patterns, tone, and mannerisms with uncanny accuracy. As a result, they can use these cloned voices to manipulate …
Maximize Your Retirement with Required Minimum Distributions (RMDs)
As we age, it’s essential to stay informed about the financial requirements that come along with retirement accounts. For investors aged 73 and older, taking Required Minimum Distributions (RMDs) from tax-deferred retirement accounts is a vital aspect of financial strategy and planning. What Are RMDs? A Required Minimum Distribution, or RMD, is the minimum amount …
Combating Check Fraud: Insights from Our Fraud Specialist
Combating Check Fraud: Insights from Our Fraud Specialist Check fraud poses a significant threat in today’s banking landscape, demanding vigilance from financial institutions. Our team examines every check that meets certain criteria for potential fraud, such as questionable endorsements or irregular signatures. When something is deemed suspicious, action is taking immediately to help thwart possible …
Interest Rates & Market Impact
On Wednesday, September 11th, our CIO, Chris Battifarano, and Tom Richmond, Co-Head of Taxable SMAs at Wasmer Schroeder (Schwab Asset Management), led a live discussion on interest rates and investment impacts. Their insights are crucial ahead of the Federal Reserve rate announcement on September 18th.
Explore the Link Between Fed Rate Changes and Mortgage Rates
In a recent video, Tom Lytton, FineMark’s Chief Credit Officer, talked about the relationship between Federal Reserve (Fed) rate adjustments and mortgage rates. When asked whether mortgage rates will follow suit when the Fed reduces rates, Lytton emphasized that the Fed’s actions do not directly dictate mortgage rates. He explained that mortgage rates are influenced …
Apple ID Scam
If you have an iphone, we have a serious threat to share with you, targeting Apple IDs. Security experts have uncovered a sophisticated text messaging campaign, designed to trick you into sharing your Apple ID credentials. Here’s how the scam works, hackers send out text messages that look like they’re really from Apple. The messages …
Questions to Consider Before Opening a 529 Account
What is a 529 Plan? A 529 plan is an investment account that offers tax-free withdrawals and other benefits when used to pay for qualified education expenses. You can use a 529 plan to pay for college, K-12 tuition, apprenticeship programs, and even student loan repayments. Any leftover funds can be used in different ways, …
Market Update
Stock markets are beginning to regain footing today after the S&P 500’s worst day in nearly two years. Now investors are wondering, what caused this market turmoil and more importantly, what can we expect next. Chief Investment Officer Chris Battifarano explains.
Beware of Bitcoin ATM Scams
Scammers are incredibly savvy when it comes to finding ways to steal your money and we are seeing a new wave of fraud involving cryptocurrency. The tactics are like other scams, only now the fraudsters are demanding payment in cryptocurrency such as Bitcoin. They pose as reputable companies like Amazon, Microsoft, or even your bank, …
2024 Second Quarter Review & Commentary
Election year politics can breed market uncertainty. How should investors navigate this seemingly uncertain period? FineMark’s Chief Investment Officer lays out our approach to portfolio construction and investment management in our second quarter investment newsletter.
Read Article Here
FineMark’s Approach to Welcoming New Business Clients
From personalized services tailored to individual needs, to the hands-on implementation and training process, FineMark prioritizes exceptional care. Discover why personalized service is crucial to us, as we strive to build meaningful and attentive relationships with all our clients, going above and beyond to ensure they feel well taken care of and supported.
