Equity markets continued their strong upward rise, with US large caps leading the charge. Markets were clearly in risk seeking mode, and equites were not the only asset class to experience significant appreciation, cryptocurrencies continue to race ahead as well. Select commodities also rose significantly including gold, oil and cocoa. FineMark Chief Investment Officer Chris Battifarano breaks it all down, offering FineMark’s views on risk, opportunities, and what you need to consider as 2024 unfolds.
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Emerging Trends: A.I. & Deglobalization
Given the current market rally year-to-date, what are our thoughts on the equity markets over the next 12 months? The performance of US equity market to date has vastly outstripped our and any other market forecasts we had seen from forecasters at the onset of the year. This rapid price appreciation is partially what led …
2021 Third Quarter Review & Commentary
It was another strong quarter for markets, but that didn’t make Q3 2021 any less predictable. Executive Vice President & Chief Investment Officer Chris Battifarano shares FineMark’s perspective on the quarter overall and spotlights key elements – inflation, quantitative easing, anticipated tax increases, and more – to help you understand their impacts.
Tapering and Rising Rates, and What it Means to Investors
Rates are moving higher in the wake of a recovering economy and signs of a pick up in the inflation rate. What does this move mean for investors?
Stay Long Gold
Gold prices have not performed as anticipated over the past 12 months, but as FineMark’s CIO Chris Battifarano explains, gold remains an important part of a diversified portfolio.
FineMark Insights: The Value of Portfolio Rebalancing
When it comes to your investments, working with your advisor to create the strategy that is right for you is critical. But one of the best ways to achieve long term success, is a step many people miss. Chief Investment Officer Chris Battifarano explains the value of rebalancing your portfolio. Click here to watch the …
FineMark Insights: Finding Opportunity in Opportunity Zones
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 Chris Highmark talks about the program and potential opportunities that still exist. Have questions? Please click here to contact us. Follow us on social media! …
FineMark Insights: Bitcoin
June 02, 2021—One of the hottest investment trends right now is Bitcoin. But with all of the hype around this cryptocurrency, there is a lot volatility. Andrew Potter talks about the risks and shares FineMark’s position on Bitcoin. Have questions? Please click here to contact us. Follow us on social media! Click to follow us …
Cracking the Code, FL Weekly Feature
Thinking about investing in cryptocurrency? Check out the article attached from Fort Myers Florida Weekly that features FineMark‘s, Andrew Potter and our thoughts on cryptocurrency as a long-term investment strategy. Interested in learning more about cryptocurrency? Stay tuned for a deeper dive on this topic next week when we release our latest video installment discussing …
