Skip to content

Plan Today. Protect Tomorrow. Attend an Educational Estate-Planning Seminar.

We will be closed Monday, January 19, in observance of Dr. Martin Luther King, Jr. Day.

Production of the U.S. penny has officially ended. Learn what this means for you.

Get Started 863-222-7005

Chart of the Day: Value of Advice

Crews Bank & Trust Wealth Management Services Jun 5, 2025
bar chart with black and blue bars

Contents

Today’s Chart of the Day from JP Morgan shows that as of May 15, 2025, the average retail investor is underperforming the market by 2%. This continues the trend of a 17% underperformance in 2024, and overall, underperformance in nine of the last ten years. The main causes of underperforming continue to be panic selling, hesitation to buy, insufficient diversification, paying overly high fees, and, in the end, a simple failure to create a plan and stick with it.
Chart of the Day

About the Author

Crews Bank & Trust Wealth Management Services
Crews Bank & Trust Wealth Management Services

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.

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.

Previous
Microsoft is NOT Contacting You!
Next
Chart of the Day: Housing Un-Affordability

Subscribe to Our Blog

Sign up to receive email notifications of our blogs.