Crews Bank & Trust Blog | Samuel A. Kiburz, Senior Vice President, Chief Investment Officer

line chart dated from 2000 to 2024 with increases shown in red and decreases shown in blue

Chart of the Day

Chart of the Day: Price Changes

Today’s Chart of the Day from Mark Perry shows the price changes for various goods and services over the last 24 years, from January 2000 to June..

Black and white line graph showing the length of time it takes to double your investment using a blue line.

Chart of the Day

Chart of the Day: 7, 11, 17 Years

Today’s Chart of the Day is based on calculations I did from discussions with a client. It is important to remember, there are only two ways to get..

Chart dated from 1945 to 2020 measuring equities, corporate bonds, and treasuries

Chart of the Day

Chart of the Day: More Professional, Less Individual

Today’s Chart of the Day from S&P Global shows the overall market share owned by individuals.

Blue and white bar graph illustrating the gains and losses of of adjusted gross income by state from 2019 to 2022. Florida is the big winner with a gain of $116 billion, while California and New York show a combined loss of $147 billion.

Chart of the Day

Chart of the Day: California's Downward Spiral vs. Florida's Rise

Today’s Chart of the Day is from a Wall Street Journal article recommended by Doug F., a subscriber of Chart of the Day. It is called “The Blue-State..

Blue and tan pie chart showing the percentage of stocks that outperformed treasury bills

Chart of the Day

Chart of the Day: Only 42% of Stocks Outperform

Today’s Chart of the Day was prepared by @CharlieBilello on X using data from a groundbreaking paper in 2022 by Hendrick Bessembinder.

Black and white dot plot chart using blue dots to illustrate number and percentage of stocks that created lifetime wealth from 1926 to 2022.

Chart of the Day

Chart of the Day: 2% Created 90% of Returns

Today’s Chart of the Day is from @CharlieBilello from the Hendrick Bessembinder paper called “Shareholder Wealth Enhancement” published in 2023.

Chart of the Day

Chart of the Day: Chart of the Doomsday

Today’s Chart of the Day from JP Morgan shared by @StevenKelly49 on X shows the results of popular economists who predicted “Doomsday” scenarios and..

A purple and white periodic table that uses the process of elimination to explain why gold is money and not the other elements.

Chart of the Day

Chart of the Day: Why Gold is Money

Today’s Chart of the Day is a classic from Visual Capitalist outlining why “Gold is Money” and the other 117 elements are not.

Blue line chart comparing Dow Jones highs vs. lows since 1990 with major geopolitical events such as COVID-19

Chart of the Day

Chart of the Day: 124 Years

Today’s Chart of the Day from Carson Investment Research shows the 35 major “bad news” events in the stock market going back to 1900.

Chart ranking degree of benefit various exercises, antidepressant drugs and therapy have on depression

Chart of the Day: Depression and Walking #1

Today's Chart of the Day is from a research article in the British Medical Journal titled “Effect of Exercise for Depression.”

top 18 market turmoil and Dow Jones averages in a list format

Chart of the Day

Chart of the Day: Every Five Years or So

Today’s Chart of the Day, from an article written by Robin Powell with IFA.com, shows the 18 largest market events over the last 95 years.

Flat map of the world, tracking all hurricanes from 1950 to 2018, with storm intensity designated by color, from lower (blue) to higher (red).

Chart of the Day

Chart of the Day: Hurricanes and the Equator

Today’s Chart of the Day is a slight departure from a typical financial post, and similar to one I shared a few years ago, but has some additional..

Blue map of the united states showing return on investment of homes

Chart of the Day

Chart of the Day: Real Estate Over Five Year Spans

Today’s Chart of the Day from ResiClub shows the average 5-year home price return has averaged 26% per state since 1975.

young black couple sitting on a couch with an open laptop and reviewing some documents as their financial advisor looks on

Chart of the Day

Building a Diversified Investment Portfolio: Balancing Risk and Reward

Investing can be complex, but one principle that stands the test of time is diversification. Diversification involves spreading your investments..

Line graph showing Renter Burden vs. Homeowner Burden changes from 2015 through 2024

Chart of the Day

Chart of the Day: Imbalance of Rent vs. Buy

Today’s Chart is from Zillow showing that typically the share of income spent on housing costs for homeowners, such as mortgage, taxes, and..

Samuel A. Kiburz, Senior Vice President, Chief Investment Officer

Samuel serves as Senior Vice President, Chief Investment Officer for the Crews family of banks. He manages the individual investment holdings of his clients, including individuals, families, foundations, and institutions throughout the State of Florida. Samuel has been involved in banking since 1996 and has more than 20 years experience working in wealth management.

Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal.

Chart of the Day: Price Changes

Today’s Chart of the Day from Mark Perry shows the price changes for various goods and services over the last 24 years, from January 2000 to June 2024.

Chart of the Day

09/3/24

Chart of the Day: 7, 11, 17 Years

Today’s Chart of the Day is based on calculations I did from discussions with a client. It is important to remember, there are only two ways to get your money back from an investment. The first is selling that investment to someone else and the second is receiving distributions in the form of dividends.

Chart of the Day

08/29/24

Chart of the Day: More Professional, Less Individual

Today’s Chart of the Day from S&P Global shows the overall market share owned by individuals.

Chart of the Day

08/27/24

Chart of the Day: California's Downward Spiral vs. Florida's Rise

Today’s Chart of the Day is from a Wall Street Journal article recommended by Doug F., a subscriber of Chart of the Day. It is called “The Blue-State Wealth Exodus Continues” and shows the amount of taxable personal income gained or lost from various states between 2019-2022. California and New York lost a combined $147 billion vs. a $116 billion in growth in Florida.

Chart of the Day

08/22/24

Chart of the Day: Only 42% of Stocks Outperform

Today’s Chart of the Day was prepared by @CharlieBilello on X using data from a groundbreaking paper in 2022 by Hendrick Bessembinder.

Chart of the Day

08/20/24

Chart of the Day: 2% Created 90% of Returns

Today’s Chart of the Day is from @CharlieBilello from the Hendrick Bessembinder paper called “Shareholder Wealth Enhancement” published in 2023.

Chart of the Day

08/15/24

Chart of the Day: Chart of the Doomsday

Today’s Chart of the Day from JP Morgan shared by @StevenKelly49 on X shows the results of popular economists who predicted “Doomsday” scenarios and the return of selling stock and buying bonds at their suggestion.

Chart of the Day

08/13/24

Chart of the Day: Why Gold is Money

Today’s Chart of the Day is a classic from Visual Capitalist outlining why “Gold is Money” and the other 117 elements are not.

Chart of the Day

08/8/24

Chart of the Day: 124 Years

Today’s Chart of the Day from Carson Investment Research shows the 35 major “bad news” events in the stock market going back to 1900.

08/6/24

Chart of the Day: Depression and Walking #1

Today's Chart of the Day is from a research article in the British Medical Journal titled “Effect of Exercise for Depression.”

Chart of the Day

08/1/24

Chart of the Day: Every Five Years or So

Today’s Chart of the Day, from an article written by Robin Powell with IFA.com, shows the 18 largest market events over the last 95 years.

Chart of the Day

07/30/24

Chart of the Day: Hurricanes and the Equator

Today’s Chart of the Day is a slight departure from a typical financial post, and similar to one I shared a few years ago, but has some additional information from Robert Rohde (@rarohde).

Chart of the Day

07/25/24

Chart of the Day: Real Estate Over Five Year Spans

Today’s Chart of the Day from ResiClub shows the average 5-year home price return has averaged 26% per state since 1975.

Chart of the Day

07/24/24

Building a Diversified Investment Portfolio: Balancing Risk and Reward

Investing can be complex, but one principle that stands the test of time is diversification. Diversification involves spreading your investments across various types of assets in different classes, industries, and geographies. It is so important that Nobel Prize laureate Harry Markowitz, who is the founder of the Modern Portfolio Theory published in 1952, once said, “Diversification is the only free lunch” in investing.

Chart of the Day

07/23/24

Chart of the Day: Imbalance of Rent vs. Buy

Today’s Chart is from Zillow showing that typically the share of income spent on housing costs for homeowners, such as mortgage, taxes, and insurance, has been lower than what renters pay for rental units.