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Frustrated retirement-aged woman struggling to figure out her estate plans

What is a Corporate Trustee and Why on Earth Do I Need One?

If you are like many people, you may have seen or heard the term Corporate Trustee (or Corporate Fiduciary) and immediately assumed, “I don’t have..

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Multi-colored line chart showing annual cancer death rates by country, from 1950 to today. Chart shows how cancer death rates have decrease from 150 to 100 per 100,000 people over this time period.

Chart of the Day: Declining Cancer Death Rates

Today’s Chart of the Day from Our World in Data shows the death rate from cancer per 100,000 people going back to 1950.

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chart dated back to 2006 with US in black on the top

Chart of the Day: US Makes 26% of Everything

Today’s Chart of the Day is from the Wall Street Journal and shows the percentage of the World’s Gross Domestic Product (GDP) provided by the largest..

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Young black man and  young black woman wearing Army fatigues in front of their new home purchased using her VA Home Loan benefit.

VA Home Loans: A Benefit for Those Who Serve

VA Home Loans are a benefit earned by our nation's veterans, active-duty service members, and eligible surviving spouses to help them realize the..

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Green bar graph showing yearly annual returns for the Standard & Poor 500 for the last 40 years, illustrating annual turn, maximum decline within each year and the average decline for this time frame, which is 14%.

Chart of the Day: Intra Year Swings of 26%

Today’s Chart of the Day from Yahoo Finance shows the annual returns of the stock market by year for the last 40 years, which resulted in an average..

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orange bar graph with USA having most military spending by far in 2022

Chart of the Day: US Military vs. the World

Today’s Chart of the Day from Global X, with data provided by Stockholm International Peace Research, shows that the United States spends almost 2x..

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Small business owner working on his computer pulling together information to apply for a small business loan.

Thinking About a Small Business Loan? Use the '7 Cs' to Prepare

As a small business owner, you wear all the hats – sales, marketing, accounting, human resources – and you arebusy.

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Graph comparing the cost of gold (light blue line) vs oil (blue line) from 1870 to today. Arguments can be made that gold may be overpriced, or oil undervalued.

Chart of the Day: Gold vs. Oil

Today’s Chart of the Day is for my gold bugs. It is provided by Invesco and shows one way that investors use to value gold is to compare it to the..

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Multicolored line-graph dated from 2014 to 2024. Multiple fast-food companies are compared

Chart of the Day: Fast Food Inflation

Today’s Chart of the Day is from Charlie Bilello with data from FinanceBuzz. It shows the inflation of fast-food prices over the last of 10 years vs...

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stockmarket board with white numbers and green arrows

A Time to Buy? A Time to Sell?

You may have heard the adage, “sell in May and go away,” which essentially comes from the poor performance that the markets experience during the..

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Green bar chart illustrating percentage of oil production by country in 2023, with the Unites States first, followed by Russia, Saudi Arabia and Canada.

Chart of the Day: One Out of Every Five

Today’s Chart of the Day is from Dr. Torsten Slok of Apolo Global Management with data from the International Energy Statistics.

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blue bar graph from 1999 - 2024

Chart of the Day: Less and Less Shares Since 1999

Today’s Chart of the Day is from the Financial Times with a note from Callum Thomas. The chart shows that there is a shrinking level of publicly held..

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34% surrounded by green dots, 27% by yellow 39% by red

Chart of the Day: One Third

Today’s Chart of the Day from Aperio shows the percentage of individual stocks in the Russell 3000, which represents the 3,000 largest stocks in the..

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US map with county lines, pink means negative change and dark green is positive, most of Florida is dark green

Chart of the Day: Population Shift

Today’s Chart of the Day is from Meghan Malas with data from the US Census Bureau.

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Young man looking at his computer and talking to his banker about being scammed.

Stay Sharp: Tips to Avoid Being Scammed

In an act of desperation, Terry* frantically picked up the phone and called his Personal Banker at Crews Bank & Trust. Minutes before, when he logged..

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What is a Corporate Trustee and Why on Earth Do I Need One?

If you are like many people, you may have seen or heard the term Corporate Trustee (or Corporate Fiduciary) and immediately assumed, “I don’t have lots of money, so I don’t need that.”If you did, you wouldn’t alone. Even the term, 'corporate trustee' seems a bit intimidating. Let’s dig into what a corporate trustee is and why, even without a huge bank account and a mansion, one may be exactly what you need.

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Chart of the Day: Declining Cancer Death Rates

Today’s Chart of the Day from Our World in Data shows the death rate from cancer per 100,000 people going back to 1950.

More

Chart of the Day: US Makes 26% of Everything

Today’s Chart of the Day is from the Wall Street Journal and shows the percentage of the World’s Gross Domestic Product (GDP) provided by the largest countries over the last 20 years.

More

VA Home Loans: A Benefit for Those Who Serve

VA Home Loans are a benefit earned by our nation's veterans, active-duty service members, and eligible surviving spouses to help them realize the dream of owning a home.

More

Chart of the Day: Intra Year Swings of 26%

Today’s Chart of the Day from Yahoo Finance shows the annual returns of the stock market by year for the last 40 years, which resulted in an average return of 12%.

More

Chart of the Day: US Military vs. the World

Today’s Chart of the Day from Global X, with data provided by Stockholm International Peace Research, shows that the United States spends almost 2x more on military expenses than the total combined spending of China, Russia, India, and Saudi Arabia.

More

Thinking About a Small Business Loan? Use the '7 Cs' to Prepare

As a small business owner, you wear all the hats – sales, marketing, accounting, human resources – and you arebusy.

More

Chart of the Day: Gold vs. Oil

Today’s Chart of the Day is for my gold bugs. It is provided by Invesco and shows one way that investors use to value gold is to compare it to the price of oil, which is another commodity where the price is affected by geopolitical risk, inflation, and economic instability.

The chart goes back to 1870 and the past appears to be a good predictor. As of today, gold’s recent 14% year-to-date return may make it overpriced. However, as with all things, the opposite argument can be made that oil is the one that is undervalued. Whatever the outcome, the divergence between the two does not linger long, signaling that there may be some volitivity in the price of both in the short term.

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Chart of the Day: Fast Food Inflation

Today’s Chart of the Day is from Charlie Bilello with data from FinanceBuzz. It shows the inflation of fast-food prices over the last of 10 years vs. actual inflation of 31%.

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A Time to Buy? A Time to Sell?

You may have heard the adage, “sell in May and go away,” which essentially comes from the poor performance that the markets experience during the summer months.

More

Chart of the Day: One Out of Every Five

Today’s Chart of the Day is from Dr. Torsten Slok of Apolo Global Management with data from the International Energy Statistics.

More

Chart of the Day: Less and Less Shares Since 1999

Today’s Chart of the Day is from the Financial Times with a note from Callum Thomas. The chart shows that there is a shrinking level of publicly held stocks. Why so?

More

Chart of the Day: One Third

Today’s Chart of the Day from Aperio shows the percentage of individual stocks in the Russell 3000, which represents the 3,000 largest stocks in the US, and how they have performed since 1987.

More

Chart of the Day: Population Shift

Today’s Chart of the Day is from Meghan Malas with data from the US Census Bureau.

More

Stay Sharp: Tips to Avoid Being Scammed

In an act of desperation, Terry* frantically picked up the phone and called his Personal Banker at Crews Bank & Trust. Minutes before, when he logged into his online account, he saw several unauthorized transactions from an unknown source. Terry was panicked. What should he do?

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