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Commentary of the Day: NASDAQ 100 Concentration

Today’s Chart of the Day is a comment about a unique risk that can occur in successful index funds. For instance, we often hear about what many call..

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S&P 500 top holdings over the years including Wal-Mart, Amazon, Shell, and Coke

Chart of the Day: Winners May Not Always be Winners

Today’s Chart of the Day comes from A Wealth of Common Sense and shows the top 10 companies in the stock market going back to 1980.

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Chart of the Day: Invest from the Start

Today’s Chart of the Day comes from @QCompounding on Twitter and shows the value of some well-known companies now vs. when they became publicly owned.

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Chart of the Day: 60% of People Own Stocks

Today’s Chart of the Day from an article called “Best Time to Buy Stocks” shows the percentage of households that own stocks of any form. Besides a..

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Chart of the Day: Beef vs. Pork

Today’s Chart of the Day from the Wall Street Journal shows that you aren’t imagining that beef prices have gone up. Beef prices have increased..

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Chart of the Day: Pandemic Credit Card Usage

Today’s Chart of the Day from @CharlieBiello on Twitter shows the annual change in credit card balances dating back to 2000. The latest data shows a..

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Harnessing Financial Confidence Amidst an Election Year: Navigating Uncertainty with Strategy

Election years can be unsettling times, as political campaigns dominate headlines and uncertainty looms in the air. It's common for individuals and..

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bar chart representing different fund sizes and random

Chart of the Day: Sell Your Winners AND Your Losers

Today’s Chart of the Day comes from Craig Lazzara's article “Persistently Disappointing.” It asks if top fund managers outperform due to skill or..

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Chart of the Day: Returns are Rarely Normal

Today’s Chart of the Day comes from A Wealth of Common Sense showing the range of annual returns over the last 95 years. The long-term average is 10%..

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Chart of the Day: TV is Still Top

Today’s Chart of the Day is from the recent Harvard Caps/Harris poll. After all of these years, at 43%, TV is still the principal place people get..

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world population shown in different colored blocks

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: 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: 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: 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: 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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Samuel A. Kiburz

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

Commentary of the Day: NASDAQ 100 Concentration

Today’s Chart of the Day is a comment about a unique risk that can occur in successful index funds. For instance, we often hear about what many call the “Tech-Heavy NASDAQ” which refers to the Invesco QQQ Trust Exchange Traded Fund (ETF), the 5th largest exchange-traded fund in the US.

More

Chart of the Day: Winners May Not Always be Winners

Today’s Chart of the Day comes from A Wealth of Common Sense and shows the top 10 companies in the stock market going back to 1980.

More

Chart of the Day: Invest from the Start

Today’s Chart of the Day comes from @QCompounding on Twitter and shows the value of some well-known companies now vs. when they became publicly owned.

More

Chart of the Day: 60% of People Own Stocks

Today’s Chart of the Day from an article called “Best Time to Buy Stocks” shows the percentage of households that own stocks of any form. Besides a slight decline after the Great Recession, the percentage has held steady between 50%-60% of the US population and currently stands at 61%. 

More

Chart of the Day: Beef vs. Pork

Today’s Chart of the Day from the Wall Street Journal shows that you aren’t imagining that beef prices have gone up. Beef prices have increased significantly versus chicken and pork since the pandemic.

More

Chart of the Day: Pandemic Credit Card Usage

Today’s Chart of the Day from @CharlieBiello on Twitter shows the annual change in credit card balances dating back to 2000. The latest data shows a 17.2% increase, nearing the record set in 2001 at 18.9%. This is another unintended consequence of the COVID-19 pandemic response.

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Harnessing Financial Confidence Amidst an Election Year: Navigating Uncertainty with Strategy

Election years can be unsettling times, as political campaigns dominate headlines and uncertainty looms in the air. It's common for individuals and businesses to feel anxious about the potential financial impacts that elections can bring. However, it's crucial to remember that maintaining financial confidence during these periods is essential for making informed decisions and achieving long-term financial goals. In this blog, we'll explore strategies and mindset shifts that can help instill financial confidence and empower you to navigate the uncertainty of an election year.

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Chart of the Day: Sell Your Winners AND Your Losers

Today’s Chart of the Day comes from Craig Lazzara's article “Persistently Disappointing.” It asks if top fund managers outperform due to skill or good luck. In EVERY fund category and over EVERY time frame, it was found to simply be good luck.

More

Chart of the Day: Returns are Rarely Normal

Today’s Chart of the Day comes from A Wealth of Common Sense showing the range of annual returns over the last 95 years. The long-term average is 10% over the entire period.

More

Chart of the Day: TV is Still Top

Today’s Chart of the Day is from the recent Harvard Caps/Harris poll. After all of these years, at 43%, TV is still the principal place people get their news.

More

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: 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: 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: 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: 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