Banking Perspectives

Fieldpoint insights give our clients a periodic, in-depth look at how we approach complex, contemporary issues.

Reducing the Risks of Phishing, Hacking, Data Breaches and Other Nuisances of Modern Life

It is an unfortunate reality of modern life that we are all just a click away from our own personal online armageddons. However, by following just a handful of simple tips you can protect yourself from the vast majority of malicious attempts that might otherwise compromise your personal information, and – with a little creativity – avoid driving yourself crazy in the process.

The Metamorphosis of American Financial Literacy

Several studies and national surveys show that many adults living in America lack some of the most basic knowledge and skills needed to engage in healthy financial decision-making. In fact, according to the Standard & Poor’s Global Financial Literacy Survey, only 57% of American adults can be considered to be…

A Great Yachting Migration

The pandemic and subsequent supply chain disruptions have made for a chaotic past few years in the yachting industry. This year’s Discover Boating Miami International Boat Show shows signs that the industry is still in flux. Over the course of the boat show, reporters from Florida Trend interviewed sales representatives,…

The Graegin Loan

For families whose wealth is comprised of significant commercial or residential real estate holdings, the Graegin Loan is an estate planning technique that can be employed post-mortem, to help avoid a “fire sale” of family assets. 

Entitled!

Recently, we reviewed the estate plan of a Massachusetts client with a $50 million-plus estate. The estate plan was relatively simple and we had a lot of ideas to take it to the next level. But first things first.

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