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Chart of the Day: Reasons to Sell
Today’s Chart is from @QCompounding showing 50+ "smart-sounding" reasons used to sell stocks since 1950 to 2020, all while the market went up 100(x)..
Chart of the Day: Starbucks for the Win
Today’s Chart of the Day is from Chartr and confirms you are not imaging things while driving around. Yes, you are seeing more and more Starbucks pop..
Chart of the Day: Driver vs. Driverless Cars
Today’s Chart of the Day is from a Waymo*/Stanford report shared by JP Morgan that shows the “incidents per million miles" comparing human drivers,..
Want to Pay Off Your Mortgage Early? Pros, Cons and Smart Strategies
Deciding what to do with extra cash can be tricky, especially when it comes to your mortgage. While owning your home outright is a dream for many,..
Chart of the Day: Percent Spent on Healthcare
Today’s Chart of the Day from The New York Times shows the share of US household expenditures in various consumer categories, such as groceries,..
Chart of the Day: Permitted House Explosion
Today’s Chart of the Day is from re:venture and shows the history of home builder months of supply by stage of construction.
Chart of the Day: Top Employers
Today’s Chart of the Day, shared by my colleague Jackson Garner, is from an article in The New York Times showing the change in the top employer (by..
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!”
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..
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..
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..
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.
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.
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.
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...
On Our Minds
Chart of the Day: Starbucks for the Win
Today’s Chart of the Day is from Chartr and confirms you are not imaging things while driving around. Yes, you are seeing more and more Starbucks pop up as they keep expanding, opening 589 stores in 2024!
Chart of the Day: Driver vs. Driverless Cars
Today’s Chart of the Day is from a Waymo*/Stanford report shared by JP Morgan that shows the “incidents per million miles" comparing human drivers, in the gray bars, to driverless Waymo autos represented in the blue bars.
Want to Pay Off Your Mortgage Early? Pros, Cons and Smart Strategies
Deciding what to do with extra cash can be tricky, especially when it comes to your mortgage. While owning your home outright is a dream for many, it’s not always the best financial move. Depending on your goals, investing that money elsewhere might offer greater returns.
Chart of the Day: Percent Spent on Healthcare
Today’s Chart of the Day from The New York Times shows the share of US household expenditures in various consumer categories, such as groceries, clothing, housing, and healthcare.
Chart of the Day: Permitted House Explosion
Today’s Chart of the Day is from re:venture and shows the history of home builder months of supply by stage of construction.
Chart of the Day: Top Employers
Today’s Chart of the Day, shared by my colleague Jackson Garner, is from an article in The New York Times showing the change in the top employer (by industry) in each state from 1990 to 2024.
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!”
Chart of the Day: Number of Homes Sold Per Agent
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.
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.
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.
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.
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.
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.
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