Crews Bank & Trust Blog | Samuel A. Kiburz, Senior Vice President, Chief Investment Officer (15)

Chart shows the percent of time the S&P 500 is positive, depending on your holding period, going all the way back to 1928

Chart of the Day

Chart of the Day: Time in the Market

Today’s Chart of the Day comes from @PeterMallouk on Twitter and shows the percent of time the S&P 500 is positive, depending on your holding period,..

The young investor represented by blue line, older investor represented by orange

Chart of the Day

Chart of the Day: Save Early and Save Often

Today’s Chart of the Day is from the Federal Reserve Bank of St. Louis supporting the mantra, "Save early, Save often."

India is represented in orange, China in red, Nigeria in green, and the USA in blue

Chart of the Day

Chart of the Day: Half in our Grandchildren's Lifetime

Today’s Chart of the Day comes from chartr with data provided by the United Nations.

Chart shows streamed music in purple and vinyl in green

Chart of the Day

Chart of the Day: Music Sales

Today’s Chart of the Day comes from Statista, a provider of market and consumer data. The chart shows that streaming music, purple, has taken over..

chart shows bear markets since WWII with red and green colors as indicators

Chart of the Day

Chart of the Day: Three Years on Average

Today’s Chart of the Day comes from A Wealth of Commons Sense and shows the number of “bear markets,” years with a 20%+ loss, since World War II. We..

chart shows negative years in red and positive in green

Chart of the Day

Chart of the Day: Every 2.5 Years

Today's Chart of the Day comes from A Wealth of Common Sense and shows the annual returns of the stock market since 1928. There were 69 positive..

Chart shows a 68% cancel rate in 2022 versus 13% for the same quarter in 2021

Chart of the Day

Chart of the Day: Real Estate Cancellation Rate

Today’s Chart of the Day is a heads up from @Nickgerli1 on Twitter about the current state of home construction.

Chart shows the ratio of stocks and bonds to receive a 6.5% yield across various years

Chart of the Day

Chart of the Day: Don't Simply Set and Forget

Today’s Chart of the Day comes from an article in the Wall Street Journal, “Bonds Over Stocks: The New 60-40 Portfolio.”

chart showing that Exchange Traded Funds took in an impressive $500 billion in assets, while mutual funds lost a record $1,000 billion

Chart of the Day

Chart of the Day: Record Loss for Mutual Funds

Today's Chart of the Day is from Morningstar, and shows that, during 2022, Exchange Traded Funds (aka ETFs) took in an impressive $500 billion in..

image includes nine charts showing the unemployment rate in purple, S&P 500 return in green, and the market low by a vertical black line

Chart of the Day

Chart of the Day: Don't Wait to Feel Better

Today’s Chart of the Day comes from J.P. Morgan Asset Management. These charts show the last nine recessions, going all the way back to 1961,..

chart shows that the average return is 7.5%; however, the number of years the return came in between 5-10% was only 11 out of 123 years

Chart of the Day

The Average is Rare

Today’s Chart of the Day from Jeroen Blokland, @jsblockland on Twitter, shows the distribution of one year of returns from the Dow Jones Industrial..

Chart of the Day

Market Pullbacks

An article from Morningstar has several great charts. (To see them all, click on the link.)

The chart shows the total return of $100 invested 30 years ago, which shows growth to $1,547 for real estate, brown, and $1,561 in stocks, blue.

Chart of the Day

Real Estate vs. Stocks Over Long-Term

Recently, I was asked, "Should we invest in real estate or stocks?" Today’s Chart of the Day is the long-term total return of the FTSE Nareit All..

Chart shows that Florida has had a 318,855 person positive migration rate between July 2021 - July 2022

Chart of the Day

Florida is #1

Today’s Chart of the Day comes from a Wall Street Journal article

The chart shows that in the short term, cash and bonds have the least amount of risk and stock have the highest. However, over the long term, it is exactly the opposite.

Chart of the Day

Risk of Stocks vs. Bonds

Today’s Chart of the Day comes from @brianferoldi on Twitter who does a great job of making complex things easy to understand.

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.

Chart of the Day: Time in the Market

Today’s Chart of the Day comes from @PeterMallouk on Twitter and shows the percent of time the S&P 500 is positive, depending on your holding period, going all the way back to 1928.

Chart of the Day

02/15/23

Chart of the Day: Save Early and Save Often

Today’s Chart of the Day is from the Federal Reserve Bank of St. Louis supporting the mantra, "Save early, Save often."

Chart of the Day

02/14/23

Chart of the Day: Half in our Grandchildren's Lifetime

Today’s Chart of the Day comes from chartr with data provided by the United Nations.

Chart of the Day

02/10/23

Chart of the Day: Music Sales

Today’s Chart of the Day comes from Statista, a provider of market and consumer data. The chart shows that streaming music, purple, has taken over the music industry.

Chart of the Day

02/9/23

Chart of the Day: Three Years on Average

Today’s Chart of the Day comes from A Wealth of Commons Sense and shows the number of “bear markets,” years with a 20%+ loss, since World War II. We were awfully close to one in 2022 with a 19% loss.

Chart of the Day

02/7/23

Chart of the Day: Every 2.5 Years

Today's Chart of the Day comes from A Wealth of Common Sense and shows the annual returns of the stock market since 1928. There were 69 positive years versus 26 negative years. This results in a negative year on average of every 2.5 years. For the last few years, we’ve become used to a string of consecutive positive ones, which has made it tough to remember that negative ones are a normal course of business.

Chart of the Day

02/2/23

Chart of the Day: Real Estate Cancellation Rate

Today’s Chart of the Day is a heads up from @Nickgerli1 on Twitter about the current state of home construction.

Chart of the Day

02/1/23

Chart of the Day: Don't Simply Set and Forget

Today’s Chart of the Day comes from an article in the Wall Street Journal, “Bonds Over Stocks: The New 60-40 Portfolio.”

Chart of the Day

01/31/23

Chart of the Day: Record Loss for Mutual Funds

Today's Chart of the Day is from Morningstar, and shows that, during 2022, Exchange Traded Funds (aka ETFs) took in an impressive $500 billion in assets, while mutual funds lost a record $1,000 billion.

Chart of the Day

01/25/23

Chart of the Day: Don't Wait to Feel Better

Today’s Chart of the Day comes from J.P. Morgan Asset Management.

These charts show the last nine recessions, going all the way back to 1961, including the stock market return, unemployment level, and the market’s lowest point during that time period.

Chart of the Day

01/24/23

The Average is Rare

Today’s Chart of the Day from Jeroen Blokland, @jsblockland on Twitter, shows the distribution of one year of returns from the Dow Jones Industrial Average going back to 1900.

Chart of the Day

01/19/23

Market Pullbacks

An article from Morningstar has several great charts. (To see them all, click on the link.)

Chart of the Day

01/18/23

Real Estate vs. Stocks Over Long-Term

Recently, I was asked, "Should we invest in real estate or stocks?"

Today’s Chart of the Day is the long-term total return of the FTSE Nareit All REITs Index compiled by FTSE Russell company.

Chart of the Day

01/17/23