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Chart of the Day: Value of Advice

Samuel A. Kiburz, Senior Vice President, Chief Investment Officer Jun 5, 2025
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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

Samuel A. Kiburz, Senior Vice President, Chief Investment Officer
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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