Successful Acquisitions

NOVEMBER 30, 2023

Capstone Partner John Dearing, CFA shares some thoughts on the year ahead for the credit union industry in a new article for CUInsight.com. Read the article here.

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FineMark

OCTOBER 17, 2023

In keeping with historical norms, it’s possible the Fed will cut rates in 2024, though the notion of moving back to ZIRP isn’t on our radar today. If July turns out to be the last hike for this cycle, a pivot toward lower policy rates in spring 2024 may occur. We’re always happy to help!

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Mergers and Inquisitions

NOVEMBER 15, 2023

I’ve now been writing about finance careers for almost 20 years, and the topic of the CFA for investment banking never seems to die. I first criticized the CFA in a 2009 article , which generated a lot of angry comments. But earlier in 2023, the CFA Institute announced the biggest changes to the program since it started.

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FineMark

JANUARY 17, 2024

2024: A Presidential Election Year The turning of the calendar brings with it an election year. Will 2024 be a positive year for equities? To that end, several parallels can be drawn between 2024 China and 1990 Japan. Wishing you and your loved ones a prosperous and healthy 2024. We look forward to seeing you soon!

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