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October 2020 | Volume 5 | Issue 4

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

Third Quarter Review & Commentary

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

The third quarter of 2020 began with markets rebounding smartly, a condition similar to what we observed during the second quarter. Significantly stronger-than-forecasted economic data further buoyed risk asset prices.

Read Investment Article Here

Planning in Uncertain Times

By Erin Bunnell, J.D., LL.M
Vice Presidents & Private Wealth Advisors, Trust

If there is anything that 2020 has taught us it is that the truly bizarre can happen and we need to take steps to be prepared.

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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.
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