The Boca Grande location is temporarily closed. Please check back for updates.
Registration for free estate planning seminars is now open.
The following chart from Brian Ferdoldi shows the ultra long-term history of real returns from various asset classes dating back to 1802. Real returns, the returns after inflation, are important to know due to inflation’s elevated levels.
Although our investment time horizons are shorter than the timeline shown in the chart and the past performance is no guarantee of future results, this timeline can cut through the short-term noise and provide a great long-term perspective. The most interesting note is the difference between the stock market’s return of 6.7% versus gold of only 0.6%, and a negative return on cash of -1.4%.These and that the real return on bonds has been relatively flat ever since WWII are important observations.
Samuel serves as Senior Vice President, Chief Investment Officer for the Crews family of banks. He manages the individual investment holdings of his clients, including individuals, families, foundations, and institutions throughout the State of Florida. Samuel has been involved in banking since 1996 and has more than 20 years experience working in wealth management.
Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal.