chart shows an analysis from January 19997 to February 2012

Chart of the Day

Chart of the Day: First 10 Years vs. Next 10 Years

Today’s Chart of the Day is from a BlackRock research paper on concentrated portfolio risks. In it, they graph the top 25 performing stocks over the..

Federal Housing Finance Agency (FHFA) fee structure

Buying a home Loan

Details on Federal Mortgage Fee Adjustments

I have been fielding many questions regarding the newest Federal Housing Finance Agency (FHFA) fee structure and how it affects your borrowing..

chart shows safe withdrawal rate percentages

Chart of the Day

Chart of the Day: 4.2% Withdrawal Rule

Today's chart from Morningstar shows there is a 90% chance you would not run out of money during your life following these projected safe withdrawal..

cost of private education in bright blue, public four-year in dark blue, and public two-year in grey/blue

Chart of the Day

Chart of the Day: 50 Year Cost of College

Today’s Chart of the Day provided from CNBC with data from The College Board shows the average cost of college adjusted for inflation since 1970.

Chart of the Day

Chart of the Day: North Port Made the List

Today's Chart of the Day includes the top 10 cities people moved to in 2022 according to Re:Venture Consulting, with data from the US Census Bureau...

Chart of the Day

Chart of the Day: Smartphones

Today we have two interesting charts from Bespoke.

chart displays working hours from 2017 to today with an evident decrease following 2020

Chart of the Day

Chart of the Day: Working Less

Today’s Chart of the Day from Bloomberg is called, “Americans are Working Less.” After the pandemic, many are working fewer hours a week.

chart shoes the return breakdown of the individual stocks inside the Russell 3000, 1987 - 2023

Chart of the Day

Chart of the Day: Only One Out of Three

Today’s Chart of the Day from BlackRock shows that only 34%, or roughly one out of three, stocks outperformed the index for the last 35 years.

four young adults walking away from the camera

Estate Planning Managing your Wealth

Create a Lasting Legacy by Supporting Causes You Care About

By giving to a community foundation, you can support the causes that matter most to you and make a real difference in the lives of others...

Counties within the market area are indicated by navy blue

Chart of the Day

Chart of the Day: Combined Market Area

Today’s Chart of the Day is a sidestep from my typical financial ones. The chart shows the combined market area after the Crews family of banks..

chart covers 22 different industries and measures the impact AI Technology would have; numbers vary from 1%, building and ground cleaning and maintenance, to 46%, office and administrative support

Chart of the Day

Chart of the Day: 25% of Tasks Done by AI

Today’s Chart of the Day from Goldman Sachs shows the percentage of tasks per industry that could be automated by artificial intelligence...

chart shows the ups and downs of housing affordability from 2008 to 2022

Chart of the Day

Chart of the Day: Housing Affordability

Today's Chart of the Day from Fortune illustrates the components of housing affordability, which include changes in incomes, rates, and prices. There..

world map shown with multicolored lines representing hurricane formation and trajectory

Chart of the Day

Chart of the Day: Hurricanes vs. Equator

Today’s Chart of the Day is not finance related, but still fascinating. Shared by the NASA Earth Observatory, the Coriolis forces at the equator are..

chart shows the performance of a $10,000 investment between January 1, 2003 and December 30, 2022

Chart of the Day

Chart of the Day: 1.5 Days a Year

Today’s Chart of the Day is from J.P. Morgan’s updated Guide to Retirement. It calculates your total return having missed the 30 best days for last..

total income tax shown in blue, total income in grey

Chart of the Day

Chart of the Day: Tax Share

Today’s Chart of the Day from the Wall Street Journal shows the share of taxes paid vs. the share of total income. The $100,000-$500,000 range is..

On Our Minds

List Grid

Chart of the Day

05/16/23

Chart of the Day: First 10 Years vs. Next 10 Years

Today’s Chart of the Day is from a BlackRock research paper on concentrated portfolio risks. In it, they graph the top 25 performing stocks over the past 10 years, starting from 10 years ago, and their subsequent underperformance over the next 10. (Resulting in their total performance over the last 20 years.)

Buying a home, Loan

05/12/23

Details on Federal Mortgage Fee Adjustments

I have been fielding many questions regarding the newest Federal Housing Finance Agency (FHFA) fee structure and how it affects your borrowing potential. I will try to answer some of the most common questions.

Chart of the Day

05/11/23

Chart of the Day: 4.2% Withdrawal Rule

Today's chart from Morningstar shows there is a 90% chance you would not run out of money during your life following these projected safe withdrawal rates based on equity weightings.

Chart of the Day

05/10/23

Chart of the Day: 50 Year Cost of College

Today’s Chart of the Day provided from CNBC with data from The College Board shows the average cost of college adjusted for inflation since 1970.

Chart of the Day

05/9/23

Chart of the Day: North Port Made the List

Today's Chart of the Day includes the top 10 cities people moved to in 2022 according to Re:Venture Consulting, with data from the US Census Bureau. Tampa was third, Orlando was sixth, and our beloved North Port came in at number 10. The bonus second chart, below, shows where they moved from.

Chart of the Day

05/4/23

Chart of the Day: Smartphones

Today we have two interesting charts from Bespoke.

Chart of the Day

05/3/23

Chart of the Day: Working Less

Today’s Chart of the Day from Bloomberg is called, “Americans are Working Less.” After the pandemic, many are working fewer hours a week.

Chart of the Day

05/2/23

Chart of the Day: Only One Out of Three

Today’s Chart of the Day from BlackRock shows that only 34%, or roughly one out of three, stocks outperformed the index for the last 35 years.

Estate Planning, Managing your Wealth

04/28/23

Create a Lasting Legacy by Supporting Causes You Care About

By giving to a community foundation, you can support the causes that matter most to you and make a real difference in the lives of others. Professional staff and portfolio managers help ensure that your donation is used effectively and efficiently. They also provide ongoing monitoring and oversight of the organizations they support, ensuring that your gift is making a lasting impact. The first donation to the Harvard Endowment of approximately $20,000 in today’s dollars was over 400 years ago. Therefore, a timeline of 500 years for an endowed fund is possible.

Chart of the Day

04/27/23

Chart of the Day: Combined Market Area

Today’s Chart of the Day is a sidestep from my typical financial ones. The chart shows the combined market area after the Crews family of banks (Charlotte State Bank & Trust, Crews Bank & Trust, Englewood Bank & Trust, and Wauchula State Bank) unify under the Crews Bank & Trust brand in September. To learn more, visit crews.bank/unify.

Chart of the Day

04/26/23

Chart of the Day: 25% of Tasks Done by AI

Today’s Chart of the Day from Goldman Sachs shows the percentage of tasks per industry that could be automated by artificial intelligence. Administrative tasks are the highest at 46%, with the average across all industries being 25%.

Chart of the Day

04/25/23

Chart of the Day: Housing Affordability

Today's Chart of the Day from Fortune illustrates the components of housing affordability, which include changes in incomes, rates, and prices. There is an ebb and flow, but currently rates are the primary driver.

Chart of the Day

04/20/23

Chart of the Day: Hurricanes vs. Equator

Today’s Chart of the Day is not finance related, but still fascinating. Shared by the NASA Earth Observatory, the Coriolis forces at the equator are zero.

Chart of the Day

04/19/23

Chart of the Day: 1.5 Days a Year

Today’s Chart of the Day is from J.P. Morgan’s updated Guide to Retirement. It calculates your total return having missed the 30 best days for last 20 years ending 2022.

Chart of the Day

04/18/23

Chart of the Day: Tax Share

Today’s Chart of the Day from the Wall Street Journal shows the share of taxes paid vs. the share of total income. The $100,000-$500,000 range is pretty even, while those making more than $1 million, who only have a 15% share, pay nearly 40% of total taxes.

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