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Chart of the Day: Start to 12-Months After

Today’s Chart of the Day is from Janus Henderson’s 2023 Outlook and shows the returns of the S&P 500 (large-cap stocks), Russell mid-cap, and Russell..

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chart shows US dollar in light purple

Chart of the Day: US Dollar is Dominant

Today’s Chart of the Day was shared by Crews Bank & Trust Portfolio Manager Angie Parsons and comes from Wells Fargo Advisors. It shows that for all..

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Chart of the Day: View from the Top of the Hill Online Presentation

Join Samuel A. Kiburz, Chief Investment Officer, Senior Vice President, for a virtual macroeconomics presentation.

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Today’s Chart of the Day from Morningstar shows an increase in the closing of ESG Funds (Environmental, Social, and Governance funds).

Chart of the Day: To ESG or Not to ESG

Today’s Chart of the Day from Morningstar shows an increase in the closing of ESG Funds (Environmental, Social, and Governance funds).

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purple bar chart

Chart of the Day: 4th Largest in History

Today’s Chart of the Day from Michael Gayed, @leadlagreport on X, shows the decline in the price of stocks and bonds going back to the Great..

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Chart of the Day: Investing vs. Gambling

Today’s Chart of the Day from Treyton Devore shows the odds of losing vs. making money.

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A middle aged woman sits at her table browsing the wireless internet on her tablet

So, you’ve acquired a large sum of money. Now what?

If you are the recipient of a large sum of money through inheritance or settlement, you might be wondering what to do with it. How can you make the..

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Chart of the Day: 6% Annual Health Cost Increases

Today’s Chart of the Day comes from Charlie Bilello, @charliebilello on X, and shows the average annual premiums for employer family health coverage...

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Photo shows the average annual rate of return from 3 - 15%

Chart of the Day: Rule of 72

Today’s Chart of the Day from BlackRock shows a great “thumbnail” rule that finance professionals use to do quick math: The Rule of 72. However, one..

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map of US with corresponding billionaire for each

Chart of the Day: Richest Billionaires

Today's Chart of the Day from Visual Capitalist shows the richest billionaire in every state.

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chart shows the number of rooms in homes from 1973

Chart of the Day: 3 to 4 Bedrooms

Today’s Chart of the Day from Chartr shows that 4+ bedroom houses went from being 25% of homes in 1973 to just under 50% of the nearly one million..

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all fees represented by declining red line

Chart of the Day: Fund Fees Are Declining

Today’s Chart of the Day comes from the annual 2022 US Fund Fee Study, which was released last month. Conducted by Morningstar, this study goes back..

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A family of four unpacks a moving truck and carries boxes into their new home.

Moving to Florida

If you or your family are moving to Florida, we’d like to welcome you to our state. Whether you’re relocating for work, buying a new home with your..

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Chart of the Day: Liquidity of the Big Three ETF Companies

Today’s Chart of the Day from Bloomberg’s Eric Balchunas shows that the “big three” of providers of Exchange Traded Funds (aka ETFs), which are..

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Chart of the Day: Mega-Cap Tech for the Win

Today’s Chart of the Day shared by @KobeissiLetter on X, formerly known as Twitter, shows that seven companies, often called “The Magnificent Seven”..

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Chart of the Day: Start to 12-Months After

Today’s Chart of the Day is from Janus Henderson’s 2023 Outlook and shows the returns of the S&P 500 (large-cap stocks), Russell mid-cap, and Russell 2000 (small-cap) indexes from the start of all recessions from 1980 to 2022 through the 12-months following.

More

Chart of the Day: US Dollar is Dominant

Today’s Chart of the Day was shared by Crews Bank & Trust Portfolio Manager Angie Parsons and comes from Wells Fargo Advisors. It shows that for all that is portrayed in the news, the US dollar remains the dominant reserve currency vs. the rest of the world. Why?

More

Chart of the Day: View from the Top of the Hill Online Presentation

Join Samuel A. Kiburz, Chief Investment Officer, Senior Vice President, for a virtual macroeconomics presentation.

More

Chart of the Day: To ESG or Not to ESG

Today’s Chart of the Day from Morningstar shows an increase in the closing of ESG Funds (Environmental, Social, and Governance funds).

More

Chart of the Day: 4th Largest in History

Today’s Chart of the Day from Michael Gayed, @leadlagreport on X, shows the decline in the price of stocks and bonds going back to the Great Depression.

More

Chart of the Day: Investing vs. Gambling

Today’s Chart of the Day from Treyton Devore shows the odds of losing vs. making money.

More

So, you’ve acquired a large sum of money. Now what?

If you are the recipient of a large sum of money through inheritance or settlement, you might be wondering what to do with it. How can you make the most of this opportunity and avoid the pitfalls that often come with sudden wealth?

More

Chart of the Day: 6% Annual Health Cost Increases

Today’s Chart of the Day comes from Charlie Bilello, @charliebilello on X, and shows the average annual premiums for employer family health coverage. In 2000 it was $6,000. In 2022 it was $22,000.

More

Chart of the Day: Rule of 72

Today’s Chart of the Day from BlackRock shows a great “thumbnail” rule that finance professionals use to do quick math: The Rule of 72. However, one can also use an even more general rule called The Rule of 7-10.

More

Chart of the Day: Richest Billionaires

Today's Chart of the Day from Visual Capitalist shows the richest billionaire in every state.

More

Chart of the Day: 3 to 4 Bedrooms

Today’s Chart of the Day from Chartr shows that 4+ bedroom houses went from being 25% of homes in 1973 to just under 50% of the nearly one million new homes constructed in 2022.

More

Chart of the Day: Fund Fees Are Declining

Today’s Chart of the Day comes from the annual 2022 US Fund Fee Study, which was released last month. Conducted by Morningstar, this study goes back to 1994 and shows that since 2002 investment fund fees have steadily declined from a peak of 1.40% to now just under 1.00%.

More

Moving to Florida

If you or your family are moving to Florida, we’d like to welcome you to our state. Whether you’re relocating for work, buying a new home with your family, or opening a business, we hope you’ll enjoy your new home.

More

Chart of the Day: Liquidity of the Big Three ETF Companies

Today’s Chart of the Day from Bloomberg’s Eric Balchunas shows that the “big three” of providers of Exchange Traded Funds (aka ETFs), which are BlackRock, Vanguard, and State Street, account for 67% of all trades in ETFs.

More

Chart of the Day: Mega-Cap Tech for the Win

Today’s Chart of the Day shared by @KobeissiLetter on X, formerly known as Twitter, shows that seven companies, often called “The Magnificent Seven” consisting of Facebook, Amazon, Apple, Microsoft, Google, Tesla, and Nvidia, have provided a 54% year-to-date return, while the remaining 493 of the S&P 500 have only generated 4%.

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