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Line graph showing return indices for the global market portfolio (blue) and its asset categories - Equities in brown, Real Estate (purple), Nov-government bonds (gray), Government bonds (green) and Commodities (gold) from 1970 to the present.

Chart of the Day: The Everything Portfolio (Part 2)

Today’s Chart of the Day is a follow up from the previous post and is from an academic paper called “The Risk and Reward of Investing” published by..

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Equities broad in teal, real estate in royal blue, nongovernment bonds in magenta, government bonds broad in green, commodities broad in orange- from Dec. 1970 to December 2022

Chart of the Day: The Everything Portfolio (Part 1)

Today’s Chart of the Day is from an academic paper called “The Risk and Reward of Investing” by Doeswijk and Swinkel published in July 2024.

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Young man sitting on wood floor with many receipts spread out around him, looking at phone

Managing Debt Wisely: A Step-by-Step Guide

According to Experian, one of the “Big Three” credit reporting agencies, total consumer debt rose more than 4.4% from 2022 to 2023, with the most..

Read More

 Line graph showing the price of gold from 1920 to 2022.

Chart of the Day: Gold vs. Inflation

Today's Chart of the Day from Ben Carlson's book "A Wealth of Common Sense" provides an insightful look at gold prices adjusted for inflation dating..

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red map of China with 94% of their population living on the eastern side

Chart of the Day: Unbalanced China

Today’s Chart of the Day from Epic Maps on X which shows the population density of China.

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Multi-generational Hispanic family celebrating a little girl's birthday, blowing out candles on a birthday cake

All About Trusts – How to Choose the Right Trust for Your Needs

When it comes to estate planning and wealth management, trusts are a powerful tool that can help you achieve a variety of goals, from avoiding..

Read More

Spreadsheet listing common publicly held stocks with the highest cumulative returns from 1925 to 2023. ranked from highest to lowest.

Chart of the Day: List of the Top Stocks

Today’s Chart of the Day is a list by Hendrik Bessembinder from his paper called “Which U.S. Stocks Generated the Highest Long-Term Returns?”..

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bar chart with global prices higher in red and lower in black

Chart of the Day: Big Mac Index

Today’s Chart of the Day from Voronoi shows the “Big Mac Index," a socially popular measure of a concept called Purchasing Power Parity. The concept..

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Chart showing election years from 1930 to present, listed by loss or gains by 10% ranges. Red years indicate losses, grey neutral and green gains.

Chart of the Day: Markets in Election Years

Today’s Chart of the Day was provided by Angie Parsons, a Portfolio Manager at Crews Bank & Trust, after attending a presentation by Brian Levitt..

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Blue bar graph showing the percentage of 25–35-year-olds living with their parents by decade from 1940 throught 2022.

Chart of the Day: 25 to 35-Year-Olds

Today’s Chart of the Day from Apartment List shows the share of 25 to 35-year-olds living with their parents.

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Blue bar graph illustrating the average ranking change across the top-ten performing stocks from the previous year.

Chart of the Day: Beware of Chasing Performance

Today’s Chart of the Day is from a Financial Times article called “Past Performance is a Public Enemy” and includes a chart provided by Schroders.

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Map of the US divided by county. Counties in dark green show tremendous growth

Chart of the Day: Fastest Growing Counties in the US

Today’s Chart of the Day is from @Markets4mayhem on X and shows the fastest growing counties in the United States from 2020-2023, which equates 7.5%+..

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Estate planning

Estate Planning in Florida Basics: What to Expect | Crews Bank & Trust

Estate planning is a crucial step in securing your financial future and ensuring that your wishes are carried out after you pass. Whether you’re..

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Bar graph showing the growth of bond EFTs from 2007 to present which indicates that they are becoming a very popular option.

Chart of the Day: Bond ETFs Take Off

Today’s Chart of the Day from the Financial Times shows the growth of Bond ETFs from 2007 to present.

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teal and green peaks of US debt from 1790 projected into 2054

Chart of the Day: % of Debt Per GDP

Today’s Chart of the Day from Vanguard shows the US debt as a percentage of GDP (Gross Domestic Product), which is a measure of all the goods and..

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Chart of the Day: The Everything Portfolio (Part 2)

Today’s Chart of the Day is a follow up from the previous post and is from an academic paper called “The Risk and Reward of Investing” published by Doeswijk and Swinkel in July 2024.

More

Chart of the Day: The Everything Portfolio (Part 1)

Today’s Chart of the Day is from an academic paper called “The Risk and Reward of Investing” by Doeswijk and Swinkel published in July 2024.

More

Managing Debt Wisely: A Step-by-Step Guide

According to Experian, one of the “Big Three” credit reporting agencies, total consumer debt rose more than 4.4% from 2022 to 2023, with the most notable being “credit card debt, which saw a total balance growth of 17.4% in 2023. This increase is largely due to a 4-percentage point rise in the number of credit card borrowers who carry a balance from month to month, as well as additional retail spending.“ Other areas of debt that increased over the same period are mortgages, auto loans/leases, student loans and personal loans.

More

Chart of the Day: Gold vs. Inflation

Today's Chart of the Day from Ben Carlson's book "A Wealth of Common Sense" provides an insightful look at gold prices adjusted for inflation dating back to 1920.

More

Chart of the Day: Unbalanced China

Today’s Chart of the Day from Epic Maps on X which shows the population density of China.

More

All About Trusts – How to Choose the Right Trust for Your Needs


When it comes to estate planning and wealth management, trusts are a powerful tool that can help you achieve a variety of goals, from avoiding probate to protecting your assets from creditors. Trusts are legal structures that allow a third party, known as a trustee, to hold and manage assets on behalf of designated beneficiaries. Understanding the different types of trusts and the benefits they provide can help you make informed decisions about how to best manage and transfer your assets.

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Chart of the Day: List of the Top Stocks

Today’s Chart of the Day is a list by Hendrik Bessembinder from his paper called “Which U.S. Stocks Generated the Highest Long-Term Returns?” published in July 2024.

More

Chart of the Day: Big Mac Index

Today’s Chart of the Day from Voronoi shows the “Big Mac Index," a socially popular measure of a concept called Purchasing Power Parity. The concept proposes that the costs of goods, in this case a hamburger, should be the same all over the world.

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Chart of the Day: Markets in Election Years

Today’s Chart of the Day was provided by Angie Parsons, a Portfolio Manager at Crews Bank & Trust, after attending a presentation by Brian Levitt with Invesco called, “Is the Second Half of Elections Bad for the Markets?”

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Chart of the Day: 25 to 35-Year-Olds

Today’s Chart of the Day from Apartment List shows the share of 25 to 35-year-olds living with their parents.

More

Chart of the Day: Beware of Chasing Performance

Today’s Chart of the Day is from a Financial Times article called “Past Performance is a Public Enemy” and includes a chart provided by Schroders.

More

Chart of the Day: Fastest Growing Counties in the US

Today’s Chart of the Day is from @Markets4mayhem on X and shows the fastest growing counties in the United States from 2020-2023, which equates 7.5%+ growth rates. Counties in Florida, Idaho, Texas, and Western Montana dominate the list. 

In Florida, Southwest Florida, north of Tampa, and the I-4 corridor are all in green. Charlotte County went from 188,000 to 206,00, which was an increase of 18,000 people. Sarasota County went from 436,000 to 469,000, an increase of 33,000.

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Estate Planning in Florida Basics: What to Expect | Crews Bank & Trust

Estate planning is a crucial step in securing your financial future and ensuring that your wishes are carried out after you pass. Whether you’re beginning to think about your legacy or need to update an existing plan, understanding the basics of estate planning is essential. In this blog post, we'll explore the foundational elements of estate planning, what to expect during the process, and how Crews Bank & Trust can assist you at every step.

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Chart of the Day: Bond ETFs Take Off

Today’s Chart of the Day from the Financial Times shows the growth of Bond ETFs from 2007 to present.

More

Chart of the Day: % of Debt Per GDP

Today’s Chart of the Day from Vanguard shows the US debt as a percentage of GDP (Gross Domestic Product), which is a measure of all the goods and services generated by the United States.

More