Skip to content

Mobile Banking: Safe, Secure, Simple!
Download our mobile app today. Check out our step-by-step video instructions to get started. 

Plan Today. Protect Tomorrow. Attend an Educational Estate-Planning Seminar

Get Started 863-222-7005

Blog

Your Weekly
Financial Forecast

 

Stay informed with sound financial know-how

Bar graph illustrating the probability of negative stock returns based on the S&P 500 total returns from 1929 to present, in various lengths of time from one-day to ten years.

Chart of the Day: Possibility of Loss

Today’s Chart of the Day is from Brian Feroldi from Bank of America Global Research, showing a chart from 1929 that shows as time horizons grow, the..

Read More

Bar graph illustrating the percentage of parents who fund, or are preparing to fund, certain financial events for their children, such as a first car or a wedding.

Chart of the Day: Percent That Give to Children

Today’s Chart of the Day is from Barrons with data from Ameriprise showing the percentage of Americans who fund or are preparing to fund certain..

Read More

Line graph illustrating the decline of several CPG companies compared to S&P 500 growth.

Chart of the Day: Rise of Niche Brands

Today’s Chart of the Day from FactSet was included in an article titled, “Startups Are Eating Big Food’s Lunch”, featured in the Wall Street Journal.

Read More

Chart showing the changes in public opinion of sports betting, with data from 2022 and 2025.

Chart of the Day: View on Sports Betting

With a nod to all the sporting events that take place in the fall, sharing today’s Chart of the Day from Topley’s Top 10, with data from the Pew..

Read More

 Stacked column chart showing the ten largest companies in the S&P 500 by ten-year spans.

Chart of the Day: Top 10 Now, Not Then

Today’s Chart of the Day is from Mike Zaccardi @MikeZaccardi and shows the ten largest companies in the S&P in 10-year spans for the last 40 years..

Read More

Image of a house with each component's (roof, stove, flooring, etc.) broken down by its life expectancy.

Chart of the Day: How Long Will It Last?

Today’s Chart of the Day is from the National Association of Home Builders showing the life expectancy of parts and systems in your home.

Read More

Bar graph illustrating the projected success of retirees' money lasting through their retirement years based on withdrawal percentages.

Chart of the Day: 4.0% to 5.5% Rule

Today’s Chart of the Day is from an article called “ Why the 5% Rule is the New 4%” by Nick Maggiulli and includes a chart from Bill Benger’s new..

Read More

Line graph illustrating Americans' trust in newspapers (blue line) and TV news (black line) from 1973 to 2023.

Chart of the Day: Trust in Media

Today’s Chart of the Day is from Gallup and shows Americans' trust, or lack of, in mainstream media over the past 50 years.

Read More

Bar chart ranking projected job opening for 2024-2034 for those with a bachelor's degree.

Chart of the Day: Lack of Accountants

Today’s Chart of the Day is from the BLS (Bureau of Labor Statistics) and shows projected job openings from 2024-2034 for those with a bachelor’s..

Read More

Black and white chart with 6 boxes outlining 6 basic financial rules everyone should know by the age of 30 years old.

Chart of the Day: Six Rules for Under Age 30

Today’s Chart of the Day is from Accounting Knowledge Concepts’ X page and shows six financial rules that everyone should know by age 30.

Read More

Line chart illustrating the U.S. National Debt from 1995 to 2025.

Chart of the Day: $35-Million Million

Today’s Chart of the Day is from the US Treasury and shows the growth of the US National Debt from $5 trillion in 1995 to $35 trillion in 2025.

Read More

Line chart illustrating the U.S. National Debt from 1995 to 2025.

Chart of the Day: 30% Work from Home

Today’s Chart of the Day is from Wolfstreet.com with data provided by WRH Research showing that the RTO (Return to the Office) trend has stalled..

Read More

Line graph illustrating the growth of $100 invested in the stock market in 1960.

Chart of the Day: 50-Year Trump Account

Today’s Chart of the Day comes from a conversation with a client about the new “Trump Accounts” for minors, which would automatically enroll every..

Read More

Chart illustrating the components that make up the price of a gallon of gas.

Chart of the Day: Gallon of Gas

Today’s Chart of the Day is from the US Energy Information Administration, which is part of the US Department of Energy.

Read More

Line graph illustrating the change in US-listed companies (stocks) and US-listed EFTs from 2010 to 2025.

Chart of the Day: EFTs > Stocks

Today’s Chart of the Day shows that there are now more ETFs (Exchange Traded Funds) than stocks.

Read More

On Our Minds

List Grid
Browse by topic

Chart of the Day: Possibility of Loss

Today’s Chart of the Day is from Brian Feroldi from Bank of America Global Research, showing a chart from 1929 that shows as time horizons grow, the possibility of equity losses historically fall off.

More

Chart of the Day: Percent That Give to Children

Today’s Chart of the Day is from Barrons with data from Ameriprise showing the percentage of Americans who fund or are preparing to fund certain financial events for their children.

More

Chart of the Day: Rise of Niche Brands

Today’s Chart of the Day from FactSet was included in an article titled, “Startups Are Eating Big Food’s Lunch”, featured in the Wall Street Journal.

More

Chart of the Day: View on Sports Betting

With a nod to all the sporting events that take place in the fall, sharing today’s Chart of the Day from Topley’s Top 10, with data from the Pew Research Center, feels appropriate.

More

Chart of the Day: Top 10 Now, Not Then

Today’s Chart of the Day is from Mike Zaccardi @MikeZaccardi and shows the ten largest companies in the S&P in 10-year spans for the last 40 years starting in 1985. 

Our memories can be short, and we often think that what is now has always been and will always continue. But from 20 years ago in 2005, the only company that is still in the top 10 is Microsoft. Just ten years ago, only four were. 

But of course, things change—new companies and industries emerge as others wane—and in fact, many of the top ten companies from 20 to 30 years ago significantly underperformed the overall market afterwards and are no longer anywhere near the top.
 

More

Chart of the Day: How Long Will It Last?

Today’s Chart of the Day is from the National Association of Home Builders showing the life expectancy of parts and systems in your home.

More

Chart of the Day: 4.0% to 5.5% Rule

Today’s Chart of the Day is from an article called “ Why the 5% Rule is the New 4%” by Nick Maggiulli and includes a chart from Bill Benger’s new book called A Richer Retirement: Supercharging the 4% Rule to Spend More and Enjoy More.

More

Chart of the Day: Trust in Media

Today’s Chart of the Day is from Gallup and shows Americans' trust, or lack of, in mainstream media over the past 50 years.

More

Chart of the Day: Lack of Accountants

Today’s Chart of the Day is from the BLS (Bureau of Labor Statistics) and shows projected job openings from 2024-2034 for those with a bachelor’s degree.

More

Chart of the Day: Six Rules for Under Age 30

Today’s Chart of the Day is from Accounting Knowledge Concepts’ X page and shows six financial rules that everyone should know by age 30.

More

Chart of the Day: $35-Million Million

Today’s Chart of the Day is from the US Treasury and shows the growth of the US National Debt from $5 trillion in 1995 to $35 trillion in 2025.

More

Chart of the Day: 30% Work from Home

Today’s Chart of the Day is from Wolfstreet.com with data provided by WRH Research showing that the RTO (Return to the Office) trend has stalled since 2022 and now sits at a stable 30% of all work being done from home.

More

Chart of the Day: 50-Year Trump Account

Today’s Chart of the Day comes from a conversation with a client about the new “Trump Accounts” for minors, which would automatically enroll every American child born from January 1, 2025, through December 31, 2028, in an investment account.  The account would be provided $1,000 to be invested in a tax deferred “diversified index of US stocks.”

More

Chart of the Day: Gallon of Gas

Today’s Chart of the Day is from the US Energy Information Administration, which is part of the US Department of Energy.

More

Chart of the Day: EFTs > Stocks

Today’s Chart of the Day shows that there are now more ETFs (Exchange Traded Funds) than stocks.

More