Perspectives

Never Conflate a Client with a Customer

Never Conflate a Client with a Customer

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…

Check Washing Schemes Are on the Rise

In today’s digital age, scams and other criminal behavior seem to garner additional news headlines every day, making careful stewardship of your digital financial security of the utmost importance. While many individuals and businesses have embraced electronic payment methods, it’s important to remember that physical checks still remain a significant…

Estate Says It Lacked Liquidity To Pay Taxes Without Loans

As appeared in “Tax Notes Today Federal,” April 16, 2023, by Erin McManus. The estate of a widow of a regional bank founder is challenging a $5.47 million estate tax deficiency arising from alleged additional unreported lifetime gifts and understated valuations, and from disallowed interest on loans to pay expenses. Carolyn…

The Benefits of a Corporate Trustee

When we think of a trustee, we think of an individual who is literally in a position of trust – this usually refers to someone managing property, authority or responsibility on behalf of others. Serving as a trustee carries with it a fiduciary obligation that may, in addition to a meaningful commitment of time, also require investment, accounting and legal expertise.

Nick Bertha Shares Key Insights on Trust Planning with Family Wealth Report

Fieldpoint Private’s Nick Bertha, President of Fieldpoint Trust provides insights and actionable strategies families might want to consider in a new article for Family Wealth Report. Bertha notes that some of the most powerful trust planning techniques are often overlooked or misunderstood by those who can benefit from them the…

In Focus: The U.S. Housing Market Outlook for 2022 – An Economic Cornerstone

The U.S. housing market is the cornerstone of economic growth and prosperity. With total housing spending contributing over 15% to annual GDP since the mid 1980’s (Chart 1), the market is a key contributor to economic output, household wealth, consumer spending, fixed investment, and employment. Reference note: “Residential fixed investment”…

Tax Alert: Here We Go Again?

As readers of these Tax Alerts are aware, many tax proposals and “scares” emanate from Washington which cause much consternation, sometimes prophylactic, proactive tax planning, and yet in the end do not come to fruition. The current poster child being last year’s tax law legislation that continues to flounder on…

March Market Update: Are We There Yet? Not Quite

March’s Market Update explores current sentiment and capitulation trends within the S&P 500 and NASDAQ, and provides a guide to assessing current recession risks amidst soaring prices, a tightening Fed and continued geopolitical strife. Read the full March Market Update report here.   IMPORTANT LEGAL INFORMATION This material is for…

Wobegon Contrarians: Markets Post Geopolitical Shocks

There is a simple and popular investment narrative that has emerged from the fog of the Russian invasion of Ukraine: geopolitical events are good buying opportunities for risk assets because the hit to sentiment is short-lived and the domestic (U.S.) economic impacts of these events have proven to be limited….

February Market Update: Geopolitical Events’ Effect on the Markets

February’s Market Update examines the impact Russia and Ukraine have on markets as several themes emerge: commodities soar, flight to safe haven assets, exacerbation of inflation and challenges to the monetary policy. The status and subsequent valuations of the current equity market sell off, along with the current outlook for…

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