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Hurricane season is unpredictable. Your finances shouldn’t be. A Home Equity Line of Credit (HELOC) gives you access to funds when you need them most.

Today's Chart of the Day shows a graph with a blue line representing the ebbs and flows of the total number of all the stocks in the US. The high point was in the 1990's with 7,500 stocks and the low point being now, with only 3,700.

Chart of the Day

Chart of the Day: All Stocks Index

Today’s Chart comes from an article in Barron’s with information from Wilshire Indexes. The “Wiltshire 5000” is an index similar to the S&P 500, with..

Chart showing the growing gap between life expectancy (blue line) and health-adjusted life expectancy, or Healthspan, (blue line) by year and age.

Chart of the Day

Chart of the Day: Lifespan vs. Healthspan

Today’s Chart of the Day is from A Teachable Moment by Tony Isola and one to keep in the back of your mind.

Bar graph illustrating S&P 500 1-Year, 3-Year and 5-Year average cumulative returns from 1988 to 2020, comparing returns in investing on any day (light green) vs investing at all-time highs (dark green).

Chart of the Day

Chart of the Day: Invest at the Record High

Today’s Chart, from Peter Mallouk via the Chart Report, shows the average cumulative S&P 500 returns from 1998 to 2020.

Map of US states colored based on population changes from 2020 to 2023.

Chart of the Day

Chart of the Day: Florida is Second in the Nation

Today’s Chart of the Day comes from Apollo Global Management with data from the Census Bureau showing the change in population by state from July..

stock market in blue, 10-Year Treasury in green

Chart of the Day

Chart of the Day: Rolling, Rolling, Rolling

Today’s Chart of the Day from Creativeplanning.com with data from NYE.edu shows the rolling 10-year return of the market going back 85 years.

Chart of the Day

Factors Over Time

Today’s Chart of the Day is a perennial favorite for some clients and shows the annual stock market performance of several factors. "Factors" is the..

Red and grey chart

Chart of the Day

Down Most of the Time

Today’s Chart of the Day is from OfDollarsAndData and shows when the market is “down” after its last record high.

highly populated areas indicated in red, areas with lower population in grey

Chart of the Day

Chart of the Day: Red vs. Grey

Today’s Chart of the Day from Exploredplanet.com shows population density through red and grey areas. When combined, the red areas have a larger..

data dates back to 2015, 2024 price in blue

Chart of the Day

Chart of the Day: Record Super Bowl Tickets

Today’s Chart of the Day from Bloomberg.com shows that ticket prices for Super Bowl LVIII are reaching a record-breaking average of $9,815 each.

Millennial marriage percentage shown in pink

Chart of the Day

Chart of the Day: Marriage Delay

Today’s Chart of the Day from Allen Downey shows the increasing trend of delayed marriages among Millennials.

10-year treasury yield going back to 2000, dotted, brown line is the forecast of rates

Chart of the Day

Chart of the Day: Forecasting is Easy, Getting it Right is Hard

Today’s Chart of the Day has been around a while and is often in the back of my head when we see “forecasts.”

percentages shown in red, orange, yellow and green

Chart of the Day

Chart of the Day: Safe Withdrawal Rates

Today’s Chart of the Day was produced by Ofdollarsanddata’s Nick Maggiulli and shows the probability of success between your withdrawal rates, the..

five graphs with blue curves indicating time

Chart of the Day

Chart of the Day: Time is Your Friend

Today’s Chart of the Day was sourced by my Crews Bank & Trust colleague, Jackson Garner, Trust Relationship Associate, from a research paper called,..

S&P 500 in blue, corporate bonds in orange, money market in green

Chart of the Day

Lesson of the Day: Financial Theory of Inflation's Effects on Real Assets

Financial theory says that when there is unexpected inflation, monetary assets (things that use dollars to satisfy contractual obligations, such as..

bar chart showing retirement savings from $0 to $5,000,000

Chart of the Day

Chart of the Day: 80% Less than $100,000

Today’s Chart of the Day shows how much American families have saved for retirement. Notably, 50% have $0 saved and just under 80% have less than..

On Our Minds

List Grid

Chart of the Day

03/12/24

Chart of the Day: All Stocks Index

Today’s Chart comes from an article in Barron’s with information from Wilshire Indexes. The “Wiltshire 5000” is an index similar to the S&P 500, with the difference being that instead of the largest 500 stocks in the S&P, the Wiltshire 5000 represents all of the investable stocks in the United States. Some argue the Wilshire 5000 is a better representation of the health of the stock market, but that is a longer discussion for another day.

Chart of the Day

03/7/24

Chart of the Day: Lifespan vs. Healthspan

Today’s Chart of the Day is from A Teachable Moment by Tony Isola and one to keep in the back of your mind.

Chart of the Day

03/5/24

Chart of the Day: Invest at the Record High

Today’s Chart, from Peter Mallouk via the Chart Report, shows the average cumulative S&P 500 returns from 1998 to 2020.

Chart of the Day

02/27/24

Chart of the Day: Florida is Second in the Nation

Today’s Chart of the Day comes from Apollo Global Management with data from the Census Bureau showing the change in population by state from July 2020 to July 2023.

Chart of the Day

02/22/24

Chart of the Day: Rolling, Rolling, Rolling

Today’s Chart of the Day from Creativeplanning.com with data from NYE.edu shows the rolling 10-year return of the market going back 85 years.

Chart of the Day

02/20/24

Factors Over Time

Today’s Chart of the Day is a perennial favorite for some clients and shows the annual stock market performance of several factors. "Factors" is the name the market assigns to certain types of stocks. For instance: Growth stocks are those that have higher growth rates and often do not have a dividend; vs. Value stocks which are generally older, more established, and pay a dividend. Other factors are Small, Mid, and Large, Real Estate, International, and High Dividend. The “Chiclet Chart," as one client calls it, displays how each factor performs as compared to the others over time. It makes a visual case to be diversified into each to reduce volatility, since some do better one year and not the next.

Chart of the Day

02/15/24

Down Most of the Time

Today’s Chart of the Day is from OfDollarsAndData and shows when the market is “down” after its last record high.

Chart of the Day

02/13/24

Chart of the Day: Red vs. Grey

Today’s Chart of the Day from Exploredplanet.com shows population density through red and grey areas. When combined, the red areas have a larger population than the remaining grey. This is something to remember when watching/reading the news on why so much time is spent on these metro areas.

Chart of the Day

02/8/24

Chart of the Day: Record Super Bowl Tickets

Today’s Chart of the Day from Bloomberg.com shows that ticket prices for Super Bowl LVIII are reaching a record-breaking average of $9,815 each.

Chart of the Day

01/30/24

Chart of the Day: Marriage Delay

Today’s Chart of the Day from Allen Downey shows the increasing trend of delayed marriages among Millennials.

Chart of the Day

01/25/24

Chart of the Day: Forecasting is Easy, Getting it Right is Hard

Today’s Chart of the Day has been around a while and is often in the back of my head when we see “forecasts.”

Chart of the Day

01/23/24

Chart of the Day: Safe Withdrawal Rates

Today’s Chart of the Day was produced by Ofdollarsanddata’s Nick Maggiulli and shows the probability of success between your withdrawal rates, the percentage you withdraw from your portfolio each year, versus the allocation between stocks and bonds.

Chart of the Day

01/16/24

Chart of the Day: Time is Your Friend

Today’s Chart of the Day was sourced by my Crews Bank & Trust colleague, Jackson Garner, Trust Relationship Associate, from a research paper called, “Underperformance of Concentrated Stock Positions” written by Antti Petajisto at MIT in 2023.

Chart of the Day

01/11/24

Lesson of the Day: Financial Theory of Inflation's Effects on Real Assets

Financial theory says that when there is unexpected inflation, monetary assets (things that use dollars to satisfy contractual obligations, such as bonds, loans, and cash) are going to decline in value. The theory also states

Chart of the Day

01/10/24

Chart of the Day: 80% Less than $100,000

Today’s Chart of the Day shows how much American families have saved for retirement. Notably, 50% have $0 saved and just under 80% have less than $100,000.