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blurred image of charts in the blog with a post-it note stating The View Behind and The View Ahead of the Second Half of 2025 covering much of the

Chart of the Day Extra: The Year-to-Date Recap

As we closed out the first half of 2025, all I could think is, “That was a wild ride!”

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Line graph showing number of houses sold per year per real estate agent from 1999 to present.

Chart of the Day: Number of Homes Sold Per Agent

Today’s Chart of the Day is from Torsten Slok of Apollo Global Management's US Housing Outlook report, showing home sales per real estate agent since..

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Christine Hause, Vice President and Senior Wealth Strategist and Samuel A. Kiburz, Senior Vice President

Chart of the Day Extra: Complimentary Estate-Planning Seminars 7/29-31

Join Christine Hause, Vice President and Senior Wealth Strategist, and me, Chart of the Day author Samuel A. Kiburz, Senior Vice President, Chief..

Read More

Blue bar graph showing the percentage of a total car assembled in the US

Chart of the Day: % of Their Car

Today’s Chart of the Day, from Barron’s with data from Bloomberg, shows what percentage of a car is assembled in the US by manufacturer and the..

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 Line graph illustrating the highs and lows of self-reported wellbeing starting at age 18 thru 85 years.

Chart of the Day: Age 52 Then Happier

Today’s Chart of the Day, based on a Nielsen survey, shows the changes in the level of self-reported wellbeingon a scale from 1-10, by age.

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 Bar graph ranking the answers to the question, When I think about my child’s experience growing up, I wish _____ had never been invented.

Chart of the Day: Wish This Was Not Around

Today’s Chart of the Day, “We Don’t Have to Give in to the Smartphones,” is from a New York Times article.

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 List ranking the top 15 wealthiest individuals on the planet, showing total net worth, YTD $ change, country of origin and which industry they're in.

Chart of the Day: Top 15 Individuals

Today’s Chart of the Day is from Bloomberg’s Billionaires Index, listing the 15 wealthiest individuals on the planet.

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A pile of financial documents next to a calculator.

Best Practices for Organizing Your Financial Documents

Keeping your financial documents organized is essential for managing your money and preparing for the future, no matter what life stage you’re in...

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List ranking the top 15 wealthiest individuals on the planet, showing total net worth, YTD $ change, country of origin and which industry they're in.

Chart of the Day: Amazon Clothes for the Win

Today’s Chart of the Day, from Wells Fargo in an article by Sherwood, is something to ponder the next time you’re at the mall - if you still go.

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Line graph showing the history of the average active mutual fund shares from 2013 to present.

Chart of the Day: Lower Active Shares

Today’s Chart of the Day is from Goldman Sachs and was featured in an article in the Financial Times. It illustrates the trend in “Active Share Vs...

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Blue bar graph depicting the use and user frequency of AI among college students.

Chart of the Day: Artificial Intelligence in College

Today’s Chart of the Day is from the Digital Education Council and presented by Bloomberg in an article called “ Does College Still Have a Purpose in..

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Blue bar chart showing the odds of gains in the stock market over various time frames.

Chart of the Day: Odds of Gains

Today’s Chart of the Day is from Ritholtz Wealth Management and shows the odds of having a gain while holding stocks represented by the S&P 500.

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Line chart showing the percentage of industrial jobs vs total employment for several countries from 1801 to 2019.

Chart of the Day: Greater Wealth More Services

Today’s Chart of the Day was provided by my colleague and fellow Portfolio Manager Angie Parsons from an article in the Economist.

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Donut chart showing percentage of when retirees exited the workplace

Chart of the Day: 58% Retire Sooner than Planned

Today’s Chart of the Day is from Yahoo Finance showing when retirees exited the workforce.

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Line chart illustrating the percentage of US deaths due to various modes of transportation

Chart of the Day: Against Traffic

Today’s Chart of the Day is from CNN and shows the percentage of US deaths by transportation type.

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On Our Minds

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Chart of the Day Extra: The Year-to-Date Recap

As we closed out the first half of 2025, all I could think is, “That was a wild ride!” 

More

Chart of the Day: Number of Homes Sold Per Agent

Today’s Chart of the Day is from Torsten Slok of Apollo Global Management's US Housing Outlook report, showing home sales per real estate agent since 1999.

More

Chart of the Day Extra: Complimentary Estate-Planning Seminars 7/29-31

Join Christine Hause, Vice President and Senior Wealth Strategist, and me, Chart of the Day author Samuel A. Kiburz, Senior Vice President, Chief Investment Officer, for complimentary estate-planning seminars at our Punta Gorda branch, 2331 Tamiami Trail, next week.

More

Chart of the Day: % of Their Car

Today’s Chart of the Day, from Barron’s with data from Bloomberg, shows what percentage of a car is assembled in the US by manufacturer and the number of major US plants each company owns.

More

Chart of the Day: Age 52 Then Happier

Today’s Chart of the Day, based on a Nielsen survey, shows the changes in the level of self-reported wellbeingon a scale from 1-10, by age.

More

Chart of the Day: Wish This Was Not Around

Today’s Chart of the Day, “We Don’t Have to Give in to the Smartphones,” is from a New York Times article.

More

Chart of the Day: Top 15 Individuals

Today’s Chart of the Day is from Bloomberg’s Billionaires Index, listing the 15 wealthiest individuals on the planet.

More

Best Practices for Organizing Your Financial Documents

Keeping your financial documents organized is essential for managing your money and preparing for the future, no matter what life stage you’re in. It’s easy to feel overwhelmed by piles of bills, statements, and forms that accumulate over time. The good news is that with a few practical steps, you can take control of the clutter and store your financial records efficiently and securely. An organized system will help you stay on top of your accounts and give you peace of mind that you’re ready for whatever life brings.

More

Chart of the Day: Amazon Clothes for the Win

Today’s Chart of the Day, from Wells Fargo in an article by Sherwood, is something to ponder the next time you’re at the mall - if you still go.

More

Chart of the Day: Lower Active Shares

Today’s Chart of the Day is from Goldman Sachs and was featured in an article in the Financial Times. It illustrates the trend in “Active Share Vs. Benchmarks" since 2013.

More

Chart of the Day: Artificial Intelligence in College

Today’s Chart of the Day is from the Digital Education Council and presented by Bloomberg in an article called “ Does College Still Have a Purpose in the Age of ChatGPT?”

More

Chart of the Day: Odds of Gains

Today’s Chart of the Day is from Ritholtz Wealth Management and shows the odds of having a gain while holding stocks represented by the S&P 500.

More

Chart of the Day: Greater Wealth More Services

Today’s Chart of the Day was provided by my colleague and fellow Portfolio Manager Angie Parsons from an article in the Economist.

More

Chart of the Day: 58% Retire Sooner than Planned

Today’s Chart of the Day is from Yahoo Finance showing when retirees exited the workforce.

More

Chart of the Day: Against Traffic

Today’s Chart of the Day is from CNN and shows the percentage of US deaths by transportation type.

More