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Today's Market Notes - Russian Edition

As with all things, patience is the name of the game in the long run. Below are three notes about today.

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Rising and Falling Rates in Relation to Real Estate Prices

“A 1% decline in real interest rates should lead to a spike in home prices in certain cities in the U.S. ranging from 19% to 33%.” -Bloomberg (Feb...

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Russia vs. USA

It’s been a long slow slog for Russia. Seeing investors saying “let’s buy the dip.” But before that, Russia has some serious structural problems they..

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5% Pullbacks and Russia

Since 1927, the S&P 500 has experienced a pullback of five percent approximately every 70 trading days (about every 3 ½ months.)

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Cooling of Housing Market

Three charts from an article in Bloomberg that shows the housing market may be cooling from higher rates, higher prices (making homes less..

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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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Experienced professionals from our wealth management services team can help you achieve a bright financial future through investment strategies tailored to you. We’ll show you all of the options available and help you choose the ones best suited to you. We’ll provide high-quality, personal service as we work toward your goals together. Our Portfolio Managers do not receive commissions on trades; our recommendations of investments are based solely on your best interests.

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Recent Posts

Today's Market Notes - Russian Edition

As with all things, patience is the name of the game in the long run. Below are three notes about today.

More

Rising and Falling Rates in Relation to Real Estate Prices

“A 1% decline in real interest rates should lead to a spike in home prices in certain cities in the U.S. ranging from 19% to 33%.” -Bloomberg (Feb. 23, 2022)

More

Russia vs. USA

It’s been a long slow slog for Russia. Seeing investors saying “let’s buy the dip.” But before that, Russia has some serious structural problems they need to overcome to become a good long term investment.

More

5% Pullbacks and Russia

Since 1927, the S&P 500 has experienced a pullback of five percent approximately every 70 trading days (about every 3 ½ months.)

More

Cooling of Housing Market

Three charts from an article in Bloomberg that shows the housing market may be cooling from higher rates, higher prices (making homes less affordable), and builders starting to ramp up supply.

More

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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