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Chart of the Day: Is Gen Z Anti-Sports?
Are sports losing their shine? Today’s Chart of the Day is from Bloomberg and shows that 27% of Gen Z (currently ages 15 to 30) are decidedly..

Chart of the Day: Managers’ Attractiveness and Fund Performance
Today’s Chart of the Day comes from an academic paper by Chengyu Bai with the Shanghai Jiao Tong University. It shows that funds with “attractive”..

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..

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..

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.

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).

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..

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

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...

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..

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

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..

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..

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..

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”..
Samuel A. Kiburz, Senior Vice President, Chief Investment Officer
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.
Recent Posts
Chart of the Day: Managers’ Attractiveness and Fund Performance
Today’s Chart of the Day comes from an academic paper by Chengyu Bai with the Shanghai Jiao Tong University. It shows that funds with “attractive” managers underperform funds with “unattractive” managers by over 2% per year.
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.
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?
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.
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).
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.
Chart of the Day: Investing vs. Gambling
Today’s Chart of the Day from Treyton Devore shows the odds of losing vs. making money.
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.
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.
Chart of the Day: Richest Billionaires
Today's Chart of the Day from Visual Capitalist shows the richest billionaire in every state.
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.
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%.
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.
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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