Fieldpoint insights give our clients a periodic, in-depth view on issues affecting wealth, business and life.
Introduction Everyone knows about “Black Friday”. The following Tuesday, “Giving Tuesday” is perhaps less well known; these days it is considered the kick-off to the “Giving Season”. And with this just around the corner, we thought it might be timely to do a quick reminder/overview of the many ways to…
President Trump had promised us “The One Big Beautiful Bill” and now it is here. The bill, whose passage was streamlined by “budget reconciliation,” was signed into law by the President without a minute to spare on the 4th of July.
You’ve likely heard about Artificial Intelligence (AI) and how it’s transforming industries by improving efficiency, reducing errors and enabling smarter operations. But while AI can bring many benefits, it also poses new risks, especially when used maliciously. One such threat is the rise of “Deepfakes” – highly convincing fake audio,…
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…