OfficeHours

FEBRUARY 26, 2024

This could involve pursuing certifications relevant to your field, like CFA or Series exams, or expanding your knowledge in related areas, such as data analysis or programming. Platforms like LinkedIn allow you to share industry insights, contribute to professional forums, and increase your visibility. and how our process works.

Economics 130

Economics Finance Finance CFA 130

FineMark

JANUARY 20, 2023

Surprisingly, both sides of the political aisle share common ground around this theme. Although we experienced our fair share of “Minsky Moments” in 2022, we’re hopeful that the New Year will bring a more positive outcome for all. The phenomenon is likely to play out over several years with various ramifications, including valuations.

Economics 52

Economics Portfolio Equities Investors 52

FineMark

OCTOBER 17, 2023

As the quote from Warren Buffett above suggests, we share his view on the utility of short-term market forecasts. With a current net worth of $115.7 billion, and ranked #6 on Forbes’ Real-Time Billionaires List (as of 10/11/23), Buffett is widely regarded as the most successful equity market investor of the past century.

S&P 52

S&P Investment Portfolio Corporation 52

FineMark

JANUARY 17, 2024

A common method for expressing the value of equities is the Price-to-Earnings (P/E) ratio, a stock valuation metric that compares a company’s share price to its earnings per share. The P/E ratio is calculated by dividing the market value price per share by a company’s earnings per share.

S&P 52

S&P Equities Valuation Investment 52

FineMark

JULY 13, 2023

While these technological developments are exciting, we believe some of the share re-rating that’s occurred could be overdone. Monetary Policy and Macro Reality In earlier letters, we shared our expectation that the Federal Reserve would stop hiking rates during the second quarter.

S&P 52

S&P Bank Banking Investment 52