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10% contribution in purple, increasing contribution in green, 3% contribution in blue

Chart of the Day: 1% Increase Annually to 10%

Today’s Chart supports the idea of, “Save early; save often.”

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decrease is representing by descending blue line

Chart of the Day: More with Less

I often joke that when I started banking in 1996 there were three of me that do the level of work I do now. This chart supports it.

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multiple charts shared in the semi-annual SPIVA report

Charts of the Day: 2022 Index vs. Active Update

The semi-annual SPIVA (S&P Index Vs. Active) report was recently released.

Read More

bar chart in blue shows answers to survey

Chart of the Day: Home Changes in 2023

Today’s Chart of the Day is a survey of builders with data provided by John Burns Real Estate Consulting.

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a blue line indicates the ups and downs of returns dating back to 1926

Chart of the Day: 30 Years of Faith

Today’s Chart of the Day comes from an article written by Ben Carlson on A Wealth of Common Sense. The chart shows rolling 30-year returns of the..

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a black line indicates the decline in labor force participation

Chart of the Day: Men in the Workforce

Today’s Chart of the Day comes from FRED (Federal Reserve Economic Data), a fascinating website for charts of economic data.

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chart shows taxes in blue and spending in red

Chart of the Day: Taxes and Spending

Today’s Chart of the Day comes from chartr with figures provided by the US Treasury to help us understand where our Federal Government taxes and..

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chart shows that 105 out of 112 asset classes lost money in 2022

Chart of the Day: Don't Feel Too Bad

Today’s Chart of the Day comes from BlackRock and shows that 105 of 112 asset classes lost money in 2022.

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woman with laptop and phone

Important Tax Information on Hurricane Ian

As our communities continue to recover from recent hurricanes, and with everyone knee deep in tax season, we are updating a blog from December with..

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chart breaks down the risk and return relationship into four quadrants: low return and low risk, high return and high risk, fraud, and stupid

Chart of the Day: Risk & Return

Today’s Chart of the Day comes from @genticici on Twitter. I was impressed by the simplicity of the concept, and it's very apropos to be on the back..

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the $1 went to $10 in the first 20 years, vs. $500,000 to $2,300,000 in last 20

Chart of the Day: Stocks for the Long Run

Today’s Chart of the Day is a reoccurring one we like to keep updated with current data.

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chart shows fluctuating residential rates with a blue line, Pre-Great Recession average represented with red line

Chart of the Day: Pre-Great Recession Average

Today's Chart of the Day, compiled from information from the Mortgage Bankers Association, shows the 30-year residential rates dating back to 1993.

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Under 200k in purple, 200k - 300k in orange, 300k - 400k in blue, 400k - 500k in green, over 500k in red

Chart of the Day: Five Years in Real Estate

Today’s Chart of the Day comes from John Burns and shows the historical percentages of homes sold by sales price going back to 2010.

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most brand in navy while Stellantis in red, Ford in light blue, and GM in green

Chart of the Day: Auto Supply

Today’s Chart of the Day comes from Wolfstreet and shows the supply of new vehicles in number of days.

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blue bar chart of projected US budget deficit up to 2032

Chart of the Day: Not Going Away

Today’s Chart of the Day is the projected budget deficits for the next 10 years provided by the Congressional Budget Office. It is not a rosy picture.

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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.

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Recent Posts

Chart of the Day: 1% Increase Annually to 10%

Today’s Chart supports the idea of, “Save early; save often.”

More

Chart of the Day: More with Less

I often joke that when I started banking in 1996 there were three of me that do the level of work I do now. This chart supports it.

More

Charts of the Day: 2022 Index vs. Active Update

The semi-annual SPIVA (S&P Index Vs. Active) report was recently released.

More

Chart of the Day: Home Changes in 2023

Today’s Chart of the Day is a survey of builders with data provided by John Burns Real Estate Consulting.

More

Chart of the Day: 30 Years of Faith

Today’s Chart of the Day comes from an article written by Ben Carlson on A Wealth of Common Sense. The chart shows rolling 30-year returns of the stock market dating back to 1926.

More

Chart of the Day: Men in the Workforce

Today’s Chart of the Day comes from FRED (Federal Reserve Economic Data), a fascinating website for charts of economic data.

More

Chart of the Day: Taxes and Spending

Today’s Chart of the Day comes from chartr with figures provided by the US Treasury to help us understand where our Federal Government taxes and spends.

More

Chart of the Day: Don't Feel Too Bad

Today’s Chart of the Day comes from BlackRock and shows that 105 of 112 asset classes lost money in 2022.

More

Important Tax Information on Hurricane Ian

As our communities continue to recover from recent hurricanes, and with everyone knee deep in tax season, we are updating a blog from December with information from local tax professionals that might help those who have losses or damage.

More

Chart of the Day: Risk & Return

Today’s Chart of the Day comes from @genticici on Twitter. I was impressed by the simplicity of the concept, and it's very apropos to be on the back of a napkin.

More

Chart of the Day: Stocks for the Long Run

Today’s Chart of the Day is a reoccurring one we like to keep updated with current data.

More

Chart of the Day: Pre-Great Recession Average

Today's Chart of the Day, compiled from information from the Mortgage Bankers Association, shows the 30-year residential rates dating back to 1993.

More

Chart of the Day: Five Years in Real Estate

Today’s Chart of the Day comes from John Burns and shows the historical percentages of homes sold by sales price going back to 2010.

More

Chart of the Day: Auto Supply

Today’s Chart of the Day comes from Wolfstreet and shows the supply of new vehicles in number of days.

More

Chart of the Day: Not Going Away

Today’s Chart of the Day is the projected budget deficits for the next 10 years provided by the Congressional Budget Office. It is not a rosy picture.

More