Chart of the Day: Top Brands

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Consumer Loans: We Have a Loan Option for Your Lifestyle

Consumer loans play an important role in helping our customers manage financial needs, whether for purchasing or refinancing a car, consolidating debt, or covering unexpected expenses. Understanding how these loans work and the different types available can help you make informed borrowing decisions.

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Chart of the Day: Housing Un-Affordability

Today’s Chart of the Day is from @kobeissiletter with data from the National Association of Home Builders (NAHB) showing the number of US households broken down by the highest priced home they can afford.

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Chart of the Day: Value of Advice

Today’s Chart of the Day from JP Morgan shows that as of May 15, 2025, the average retail investor is underperforming the market by 2%. 

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Microsoft is NOT Contacting You!

There is a myriad of scams that we need to be wary of these days. A very common scam that is easy to fall for is a tech support scam.

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Chart of the Day: Mortgage Rates are Back to Normal

Today’s Chart of the Day from re:venture shows the difference between mortgage rates and inflation going back to 1955.

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Chart of the Day: Home in 1985 vs. 2022

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Chart of the Day: Inflow/Outflow of the Wealthy

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Chart of the Day: Long Term Optimism

Today’s Chart of the Day from OurWorldData.org was shared by @petermallouk on X showing the share of the world living in poverty.

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Chart of the Day: Family Business by Share of GDP

Today’s Chart of the Day and comments are shared by my fellow Portfolio Manager Angie Parsons. The chart from Visual Capitalist shows the percent of GDP (gross domestic product) that comes from family-owned businesses.

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Chart of the Day: Not Risking is the Highest Risk

Today’s Chart of the Day from @petermallouk on X and shows the value of a dollar invested in the S&P 500 vs. sitting in cash for the last 30 years.

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Home Equity Line of Credit: An Unexpected Safety Net for Storm Season

Hurricane season in Southwest and Central Florida can be unpredictable and we’ve certainly had our share of storms recently. The sight of snapped off trees and blue tarped roofs has become all too familiar with locals. We can't stop Mother Nature from doing her thing, but we can take a proactive approach to protecting what is typically one's most valuable asset - our home.

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Chart of the Day: Corrections are Loud, Recoveries are Quiet

Today’s Chart of the Day is provided by my colleague and fellow Portfolio Manager Angie Parsons. The chart, prepared by YCharts, shows the “Bull Market” (when the market is up 20%) and “Bear Market” (when the market is down 20%) and highlights the duration of each.

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Chart of the Day: Worst Except for All Others

Today’s Chart of the Day from Visual Capitalist ranks the poorest 10% and richest 10% daily personal incomes in various countries.

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A Case for Not Waiting for Interest Rates to Drop

There has been much debate about whether the rising loan interest rates over the last five years (in some cases almost by 200%) are the primary driver of the real estate affordability problem. However, as shown in the chart above from Bloomberg, today’s rates are nearly identical to the 35-year average, shown as the dotted red line, and are lower than they were 30 years ago.

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