Crews Bank & Trust Blog | Samuel A. Kiburz, Senior Vice President, Chief Investment Officer (11)

Harnessing Financial Confidence Amidst an Election Year: Navigating Uncertainty with Strategy

Election years can be unsettling times, as political campaigns dominate headlines and uncertainty looms in the air. It's common for individuals and..

bar chart representing different fund sizes and random

Chart of the Day

Chart of the Day: Sell Your Winners AND Your Losers

Today’s Chart of the Day comes from Craig Lazzara's article “Persistently Disappointing.” It asks if top fund managers outperform due to skill or..

Chart of the Day

Chart of the Day: Returns are Rarely Normal

Today’s Chart of the Day comes from A Wealth of Common Sense showing the range of annual returns over the last 95 years. The long-term average is 10%..

Chart of the Day

Chart of the Day: TV is Still Top

Today’s Chart of the Day is from the recent Harvard Caps/Harris poll. After all of these years, at 43%, TV is still the principal place people get..

world population shown in different colored blocks

Chart of the Day

Chart of the Day: Total Population

Today’s Chart of the Day comes from statsofindia.in with information from the United Nations Population Fund. It shows where everyone lives on earth.

Chart of the Day

Chart of the Day: What's in Your Portfolio?

Today’s Chart of the Day from S&P Global shows the size of the United States S&P 400 Mid-Cap and S&P 600 Small-Cap Indexes vs. the size of other..

top 15 companies in the United States including Apple and Microsoft

Chart of the Day

Chart of the Day: Exxon vs. Dow

Today’s Chart of the Day from a Bloomberg article discusses Exxon Mobil's exclusion from the Dow Jones Industrial Average Index. The chart shows that..

Chart of the Day

Chart of the Day: West vs. East Prices

Today’s Chart of the Day from the Wall Street Journal shows that home prices are falling on the West Coast of the U.S. and rising in the East.

chart spans from 1958 to 2021 with the peak on September 30, 1981 with a yield of 15.84%

Chart of the Day

Chart of the Day: Real Returns

Today’s Chart of the Day from J.P. Morgan shows the history of the 10-year Treasury yield and the “real” yield, which is what you have left after you..

list includes things such as full legal name, work history, last tax return, and important documents such as a will, trust, and deed to your home

Chart of the Day

Chart of the Day: Personal Records

Today’s Chart of the Day is a great checklist from MarketWatch.com. As an example, I store this information in the notes of “My Card," in Contacts on..

U.S. represented in blue on chart, dates span from 1975 to 2020

Chart of the Day

Chart of the Day: Opportunity in the U.S.

Today’s Chart of the Day from the Financial Times shows that the U.S. currently makes up about half of the world's stock market.

chart shows over 14,000 banks in 1980 and just 4,236 in 2021

Chart of the Day

Chart of the Day: Vanishing Banks

There used to be a bank on every corner; however, today’s Chart of the Day from BlackRock shows a 71% decline in US banks since 1980. Why?

S&P 500 only during the day after it went up the previous day in blue, owning it after it went down the previous day in orange

Chart of the Day

Chart of the Day: Don't Chase the Trend

Today’s Chart of the Day from Bespoke shows the difference in price, excluding dividends, if you owned the S&P 500 only during the day after it went..

consistent growth on the chart is denoted by a blue line

Chart of the Day

Chart of the Day: GDP Per Person

Today’s Chart of the Day shows the Gross Domestic Product (GDP) per person growing 2% per year since 1870.

Top 11 companies listed in the chart: Coca-Cola, Unilever, Pepsico, Kellogg's, Mars, General Mills, Mondelez, Johnson-Johnson, KraftHeinz, Nestle, P&G

Chart of the Day

Chart of the Day: Pepsi Does Not Just Sell Pepsi

Today’s Chart of the Day shows 11 of the largest companies and which brands/products they own and distribute.

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.

Harnessing Financial Confidence Amidst an Election Year: Navigating Uncertainty with Strategy

Election years can be unsettling times, as political campaigns dominate headlines and uncertainty looms in the air. It's common for individuals and businesses to feel anxious about the potential financial impacts that elections can bring. However, it's crucial to remember that maintaining financial confidence during these periods is essential for making informed decisions and achieving long-term financial goals. In this blog, we'll explore strategies and mindset shifts that can help instill financial confidence and empower you to navigate the uncertainty of an election year.

Chart of the Day

06/29/23

Chart of the Day: Sell Your Winners AND Your Losers

Today’s Chart of the Day comes from Craig Lazzara's article “Persistently Disappointing.” It asks if top fund managers outperform due to skill or good luck. In EVERY fund category and over EVERY time frame, it was found to simply be good luck.

Chart of the Day

06/28/23

Chart of the Day: Returns are Rarely Normal

Today’s Chart of the Day comes from A Wealth of Common Sense showing the range of annual returns over the last 95 years. The long-term average is 10% over the entire period.

Chart of the Day

06/27/23

Chart of the Day: TV is Still Top

Today’s Chart of the Day is from the recent Harvard Caps/Harris poll. After all of these years, at 43%, TV is still the principal place people get their news.

Chart of the Day

06/22/23

Chart of the Day: Total Population

Today’s Chart of the Day comes from statsofindia.in with information from the United Nations Population Fund. It shows where everyone lives on earth.

Chart of the Day

06/21/23

Chart of the Day: What's in Your Portfolio?

Today’s Chart of the Day from S&P Global shows the size of the United States S&P 400 Mid-Cap and S&P 600 Small-Cap Indexes vs. the size of other country’s entire market value.

Chart of the Day

06/20/23

Chart of the Day: Exxon vs. Dow

Today’s Chart of the Day from a Bloomberg article discusses Exxon Mobil's exclusion from the Dow Jones Industrial Average Index. The chart shows that out of the top 15 companies in the United States, more than half, noted in black, are excluded.

Chart of the Day

06/15/23

Chart of the Day: West vs. East Prices

Today’s Chart of the Day from the Wall Street Journal shows that home prices are falling on the West Coast of the U.S. and rising in the East.

Chart of the Day

06/14/23

Chart of the Day: Real Returns

Today’s Chart of the Day from J.P. Morgan shows the history of the 10-year Treasury yield and the “real” yield, which is what you have left after you subtract inflation.

Chart of the Day

06/13/23

Chart of the Day: Personal Records

Today’s Chart of the Day is a great checklist from MarketWatch.com. As an example, I store this information in the notes of “My Card," in Contacts on my iPhone.

Chart of the Day

06/8/23

Chart of the Day: Opportunity in the U.S.

Today’s Chart of the Day from the Financial Times shows that the U.S. currently makes up about half of the world's stock market.

Chart of the Day

06/7/23

Chart of the Day: Vanishing Banks

There used to be a bank on every corner; however, today’s Chart of the Day from BlackRock shows a 71% decline in US banks since 1980. Why?

Chart of the Day

06/6/23

Chart of the Day: Don't Chase the Trend

Today’s Chart of the Day from Bespoke shows the difference in price, excluding dividends, if you owned the S&P 500 only during the day after it went up the previous day (blue) vs. owning it after it went down the previous day (orange).

Chart of the Day

06/1/23