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Zero Real Rates

Yes, rates have climbed from their lows, but let’s hope we don’t look back on this and think that locking in a zero real return (1) for 30 years was..

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Exchange Traded Funds (ETFs) Continue to Grow

Lower cost, increased liquidity, better transparency, greater tax efficiencies, often more diversified, and for indexed ETFs there is no “drift” of..

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Young woman helping older man navigate laptop

Take a Strategic Approach to Your Retirement Planning Today

Thinking about retirement? The average retirement age in the United States, according to U.S. Census Bureau data, is 63 for women and 65 for men...

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People kayaking

“Be Prepared” for Hiking the Investment Trail

Samuel A. Kiburz, who serves as Scoutmaster for a Boy Scout Troop in Punta Gorda and Chief Financial Officer for Crews Bank & Trust, sees several..

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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

Zero Real Rates

Yes, rates have climbed from their lows, but let’s hope we don’t look back on this and think that locking in a zero real return (1) for 30 years was a good investment at the time.

More

Exchange Traded Funds (ETFs) Continue to Grow

Lower cost, increased liquidity, better transparency, greater tax efficiencies, often more diversified, and for indexed ETFs there is no “drift” of the types of investments they make.

More

Take a Strategic Approach to Your Retirement Planning Today

Thinking about retirement? The average retirement age in the United States, according to U.S. Census Bureau data, is 63 for women and 65 for men. While you may not actually retire until your late 60s or 70s, you should start thinking about it as soon as you start working. Some experts suggest you start saving in your 20s, when you begin earning paychecks, because the sooner you begin saving, the more time your money has to grow.

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“Be Prepared” for Hiking the Investment Trail

Samuel A. Kiburz, who serves as Scoutmaster for a Boy Scout Troop in Punta Gorda and Chief Financial Officer for Crews Bank & Trust, sees several similarities between the two callings. He described those parallels in a column he wrote after taking his troop to a summer camp in the Ocala National Forest.

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