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world population shown in different colored blocks
Chart of the Day

Chart of the Day: Total Population

Today’s Chart of the Day comes from statsofindia.in with information from the United Nations Population Fund. It shows where everyone lives on earth.

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Chart of the Day

Chart of the Day: What's in Your Portfolio?

Today’s Chart of the Day from S&P Global shows the size of the United States S&P 400 Mid-Cap and S&P 600 Small-Cap Indexes vs. the size of other..

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top 15 companies in the United States including Apple and Microsoft
Chart of the Day

Chart of the Day: Exxon vs. Dow

Today’s Chart of the Day from a Bloomberg article discusses Exxon Mobil's exclusion from the Dow Jones Industrial Average Index. The chart shows that..

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Chart of the Day

Chart of the Day: West vs. East Prices

Today’s Chart of the Day from the Wall Street Journal shows that home prices are falling on the West Coast of the U.S. and rising in the East.

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chart spans from 1958 to 2021 with the peak on September 30, 1981 with a yield of 15.84%
Chart of the Day

Chart of the Day: Real Returns

Today’s Chart of the Day from J.P. Morgan shows the history of the 10-year Treasury yield and the “real” yield, which is what you have left after you..

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list includes things such as full legal name, work history, last tax return, and important documents such as a will, trust, and deed to your home
Chart of the Day

Chart of the Day: Personal Records

Today’s Chart of the Day is a great checklist from MarketWatch.com. As an example, I store this information in the notes of “My Card," in Contacts on..

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U.S. represented in blue on chart, dates span from 1975 to 2020
Chart of the Day

Chart of the Day: Opportunity in the U.S.

Today’s Chart of the Day from the Financial Times shows that the U.S. currently makes up about half of the world's stock market.

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chart shows over 14,000 banks in 1980 and just 4,236 in 2021
Chart of the Day

Chart of the Day: Vanishing Banks

There used to be a bank on every corner; however, today’s Chart of the Day from BlackRock shows a 71% decline in US banks since 1980. Why?

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S&P 500 only during the day after it went up the previous day in blue, owning it after it went down the previous day in orange
Chart of the Day

Chart of the Day: Don't Chase the Trend

Today’s Chart of the Day from Bespoke shows the difference in price, excluding dividends, if you owned the S&P 500 only during the day after it went..

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Estate Planning Managing your Wealth Retirement

Securing Your Legacy: The Importance of Wills and Trusts

Creating a comprehensive estate plan is a critical step in ensuring that your wishes are honored, and your loved ones are protected. Two essential..

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consistent growth on the chart is denoted by a blue line
Chart of the Day

Chart of the Day: GDP Per Person

Today’s Chart of the Day shows the Gross Domestic Product (GDP) per person growing 2% per year since 1870.

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Top 11 companies listed in the chart: Coca-Cola, Unilever, Pepsico, Kellogg's, Mars, General Mills, Mondelez, Johnson-Johnson, KraftHeinz, Nestle, P&G
Chart of the Day

Chart of the Day: Pepsi Does Not Just Sell Pepsi

Today’s Chart of the Day shows 11 of the largest companies and which brands/products they own and distribute.

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38.7% in green represents people who own their home, 31.9% are mortgaged homes with more than 50% equity, 29.4% in blue represents mortgages homes with less that 50% equity
Chart of the Day

Chart of the Day: Tremendous Equity

Today’s Chart of the Day shows that a combined 68% of Americans have paid off their mortgage or have at least 50% in equity. If there is a “downturn”..

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ETFs represented by light blue, Mutual Funds in dark blue
Chart of the Day

Chart of the Day: ETFs Win Again

Today’s Chart of the Day from OliverWyman shows the number of new funds being created each year in the U.S. since 2016.

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chart shows world map with percentage of active funds outperformed by benchmarks over 1-, 3-, and 5-year periods
Chart of the Day

Chart of the Day: Index vs. The World

Over the last five years, 87% of actively managed funds in the U.S. underperformed their index. Today’s Chart of the Day from S&P Global shows this..

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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.

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Recent Posts

Chart of the Day
06/22/23

Chart of the Day: Total Population

Today’s Chart of the Day comes from statsofindia.in with information from the United Nations Population Fund. It shows where everyone lives on earth.

More

Chart of the Day
06/21/23

Chart of the Day: What's in Your Portfolio?

Today’s Chart of the Day from S&P Global shows the size of the United States S&P 400 Mid-Cap and S&P 600 Small-Cap Indexes vs. the size of other country’s entire market value.

More

Chart of the Day
06/20/23

Chart of the Day: Exxon vs. Dow

Today’s Chart of the Day from a Bloomberg article discusses Exxon Mobil's exclusion from the Dow Jones Industrial Average Index. The chart shows that out of the top 15 companies in the United States, more than half, noted in black, are excluded.

More

Chart of the Day
06/15/23

Chart of the Day: West vs. East Prices

Today’s Chart of the Day from the Wall Street Journal shows that home prices are falling on the West Coast of the U.S. and rising in the East.

More

Chart of the Day
06/14/23

Chart of the Day: Real Returns

Today’s Chart of the Day from J.P. Morgan shows the history of the 10-year Treasury yield and the “real” yield, which is what you have left after you subtract inflation.

More

Chart of the Day
06/13/23

Chart of the Day: Personal Records

Today’s Chart of the Day is a great checklist from MarketWatch.com. As an example, I store this information in the notes of “My Card," in Contacts on my iPhone.

More

Chart of the Day
06/8/23

Chart of the Day: Opportunity in the U.S.

Today’s Chart of the Day from the Financial Times shows that the U.S. currently makes up about half of the world's stock market.

More

Chart of the Day
06/7/23

Chart of the Day: Vanishing Banks

There used to be a bank on every corner; however, today’s Chart of the Day from BlackRock shows a 71% decline in US banks since 1980.  Why?

More

Chart of the Day
06/6/23

Chart of the Day: Don't Chase the Trend

Today’s Chart of the Day from Bespoke shows the difference in price, excluding dividends, if you owned the S&P 500 only during the day after it went up the previous day (blue) vs. owning it after it went down the previous day (orange).

More

Estate Planning, Managing your Wealth, Retirement
06/2/23

Securing Your Legacy: The Importance of Wills and Trusts

Creating a comprehensive estate plan is a critical step in ensuring that your wishes are honored, and your loved ones are protected. Two essential components of any effective estate plan are wills and trusts. While both serve to distribute assets upon your passing, they possess distinct features and advantages. Let’s explore the importance of having wills and trusts and shed light on how they can provide peace of mind and financial security for you and your family.

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Chart of the Day
06/1/23

Chart of the Day: GDP Per Person

Today’s Chart of the Day shows the Gross Domestic Product (GDP) per person growing 2% per year since 1870.

More

Chart of the Day
05/31/23

Chart of the Day: Pepsi Does Not Just Sell Pepsi

Today’s Chart of the Day shows 11 of the largest companies and which brands/products they own and distribute.

More

Chart of the Day
05/30/23

Chart of the Day: Tremendous Equity

Today’s Chart of the Day shows that a combined 68% of Americans have paid off their mortgage or have at least 50% in equity. If there is a “downturn” in the real estate market, it will not look like ones in the past.

More

Chart of the Day
05/25/23

Chart of the Day: ETFs Win Again

Today’s Chart of the Day from OliverWyman shows the number of new funds being created each year in the U.S. since 2016.

More

Chart of the Day
05/24/23

Chart of the Day: Index vs. The World

Over the last five years, 87% of actively managed funds in the U.S. underperformed their index. Today’s Chart of the Day from S&P Global shows this trend also holds true around the world. Why?

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