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January 2020 | Volume 5 | Issue 1

The Quarterly Trust and Investment Publication of FineMark National Bank & Trust

Fourth Quarter Review & Commentary

By Christopher Battifarano, CFA®, CAIA
Executive Vice President & Chief Investment Officer

Happy New Year! The end of 2019 marked both an extraordinary year and decade for equity markets. In this quarterly letter, we will take time to review and reflect on the successes of the past 10 years and then we will share our outlook for 2020.

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Introduction to the SECURE Act

By Read Sawczyn
Senior Vice President & Private Wealth Advisor, Trust

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 holiday season and was tucked into a 1,700 page, $1.4 trillion act that will fund half of the government for the remainder of fiscal year 2020. Although the SECURE Act did not receive much fanfare, it creates the most significant retirement plan legislation changes in over a decade.

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Trust and investment services are not FDIC insured, are not guaranteed by the bank and may lose value.

This material is provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. All information is current as of the date of this material and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. FineMark National Bank & Trust services might not be available in all jurisdictions or to all client types.
Copyright © 2020 FineMark National Bank & Trust, All rights reserved.

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