Fieldpoint insights give our clients a periodic, in-depth view on issues affecting wealth, business and life.
Notifications are beginning to reach small and mid-size hedge funds informing them that they need to find a new place to bank. To all affected – and you could eventually number in the thousands – consider this your welcome mat. Fieldpoint Private’s heritage in the fund arena predates the founding…
As we said in a Tax Alert earlier this year, “It is still far from clear, particularly with a general election coming this November, what if anything Congress might do about these sunset provisions.” Well, that general election is now in the rearview mirror.
Assessing the Dynamics Behind the 2023-2024 Banking Crisis and Fieldpoint Private’s Stance in the Aftermath
The circumstances that drove Silicon Valley Bank, Signature Bank and First Republic Bank into the hands of regulators are still on the minds of private and institutional clients across the country.
The dynasty trust is the mother of all planning techniques. Its benefits and potential harm require serious thought and likely some soul searching.
Navigating the Fine Line Between Attraction and Deception In the play, As You Like It, Rosalind makes the famous observation about courtship vs. commitment: “[m]en are April when they woo, December when they wed. Maids are May when they are maids, but the sky changes when they are wives.” The…
In this age of start-ups and founders everyone is looking for an edge. Smart tax planning can be one. There are a lot of tools in the tax planner’s kit; some however, less well known and utilized than others. One device that can be…
Hotel resort fees. Airplane seat selection fees. Mobile phone plan termination fees. All of us from time to time find ourselves grappling with a myriad of fees that seem to nibble away at our hard-earned money. From overdraft fees and ATM surcharges to low account balance fees and in-person service…
The Federal Open Market Committee’s (FOMC) historic run of 11 rate hikes since 2022 shook the Fed out of its most recent era of “zero interest rate policy” (ZIRP) and pushed the Fed Funds Rate (FFR) from 0.25% in March, 2022 to 5.50% in July, 2023, where it remains today.
Fieldpoint Private has zero customers. It never has. Never will. This, despite deep relationships with hundreds of families and the advisors they trust most, along with their philanthropic and business enterprises across America. Zero. How can that be? It’s about language and the philosophies it reveals. Stick with me. Virtually…
There’s an old adage that banks are more than happy to lend money to you, as long as you don’t actually need it. In truth, while the banking industry is a popular punching bag, think about what would happen without them. Anyone who has tried to purchase a home knows…
Assessing the dynamics behind the banking crisis and Fieldpoint Private’s current stance. The circumstances that have driven Silicon Valley Bank and Signature Bank into the hands of regulators, while creating angina among the clients of numerous other banks, are still very much on the minds of private and institutional clients…
Dear Clients, With the recent market disruptions and uncertainty, many have expressed concerns about the safety of their funds held at their banks, including Fieldpoint Private. I’m writing to assure you that, unambiguously, the circumstances we are seeing as associated with the banks highlighted in the media do not resemble…