Crews Bank & Trust Blog | Samuel A. Kiburz, Senior Vice President, Chief Investment Officer (19)

Chart shows nuclear stockpiles from 1945 to 1980 from ten countries

Chart of the Day

Less, but Still a Fat Tail Risk

Today’s Chart of the Day from Bloomberg shows that though there are less nuclear stockpiles than the 1980’s, there are still too many. There is an..

S&P 500 return 12 months after peak inflation, 1927 - 2022

Chart of the Day

Stocks After Inflation Peaks

Today's Chart of the Day is in a BlackRock article. This is the organization who issues the iShares Exchange Traded Funds (ETFs) in our portfolios.

chart shows the S&P 500 index with recessions marked in red going all the way back to 1928

Chart of the Day

Faith in the Long Run

Today’s Chart of the Day shows the S&P 500 index with recessions marked in red going all the way back to 1928.

Orange for gold at $91, blue for the S&P 500 at $82, and purple for Bitcoin at $41

Chart of the Day

The Crypto Hedge?

So far this year, we have experienced the longest “downturn” in terms of time since our last record high during The Great Recession.

Value of Beyond Meat, Inc. is represented by a brown line and S&P 500 represented by blue line

Chart of the Day

Beyond Profits

Today’s Chart of the Day shows the price of $100 invested in Beyond Meat, Inc. when the company went public in early 2019.

chart looks at Equity Funds underperforming their benchmarks

Chart of the Day

Mid-Year Index vs. Active Update

Twice a year, S&P Dow Jones updates their SPIVA (S&P Indices Versus Active) report.

chart shows the relationship between stocks and bonds

Chart of the Day

Inflation vs. Stocks and Bonds

Today’s Chart of the Day comes from S&P Dow Jones Indices.

chart shows that Southwest Florida is still higher than the national average, represented by counties colored in with orange and red

Chart of the Day Managing your Wealth

45% to 59% Overvalue of Real Estate?

Today’s chart comes from Fortune, which shows the real estate markets that are “overvalued” based on the area's local incomes and construction costs.

shows the average cumulative global corporate default rate from 1981-2021 in seven year spans

Chart of the Day Managing your Wealth

With Bonds All Things Are Equal

Today's Chart of the Day comes from an article in AAII.com (American Association of Individual Investors) and shows the average cumulative global..

chart shows that Hawaiian is the most on-time airline and Allegiant is least on-time

Chart of the Day

Percentages On-Time

The Chart of the Day comes from Bloomberg. It's not a necessarily a financial chart, but instead shows percentages of on-time flights, and the amount..

chart shows that changes made mutual funds go from losing assets to attracting assets

Chart of the Day Managing your Wealth

Moving the Goalposts

Today's chart appears in a research paper titled, “Moving the Goalposts? Mutual Fund Benchmark Changes and Performance Manipulation” which was..

Chart shows life expectancy broken down by state

Chart of the Day

Life Expectancy: 77 Years (Depending)

Today's Chart of the Day comes from an article in the Wall Street Journal which shows the life expectancy at birth based on which state you live in...

Chart shows the 50% decrease of home sales from August 2020 to August 2022

Chart of the Day Managing your Wealth

Housing Slump

Today’s chart comes from data provided by the Department of Housing and Development (HUD) which shows that the rate of new US home sales per month..

Chart shows the probability curve in relation to investing

Chart of the Day Managing your Wealth

7 Investment Concepts

Top 7 Investment Concepts by Samuel A. Kiburz:

Investing 101: Risk and the Possibility of Loss

In the financial planning world, the concept of risk is often used in conversation. Risk has multiple meanings, but the first definition in the..

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.

Less, but Still a Fat Tail Risk

Today’s Chart of the Day from Bloomberg shows that though there are less nuclear stockpiles than the 1980’s, there are still too many. There is an increased focus on this topic due to Putin’s threats and a hope that someone would come to their senses before anything gets out of hand.

Chart of the Day

10/18/22

Stocks After Inflation Peaks

Today's Chart of the Day is in a BlackRock article. This is the organization who issues the iShares Exchange Traded Funds (ETFs) in our portfolios.

Chart of the Day

10/14/22

Faith in the Long Run

Today’s Chart of the Day shows the S&P 500 index with recessions marked in red going all the way back to 1928.

Chart of the Day

10/13/22

The Crypto Hedge?

So far this year, we have experienced the longest “downturn” in terms of time since our last record high during The Great Recession.

Chart of the Day

10/11/22

Beyond Profits

Today’s Chart of the Day shows the price of $100 invested in Beyond Meat, Inc. when the company went public in early 2019.

Chart of the Day

10/6/22

Mid-Year Index vs. Active Update

Twice a year, S&P Dow Jones updates their SPIVA (S&P Indices Versus Active) report.

Chart of the Day

09/27/22

Inflation vs. Stocks and Bonds

Today’s Chart of the Day comes from S&P Dow Jones Indices.

Chart of the Day, Managing your Wealth

09/23/22

45% to 59% Overvalue of Real Estate?

Today’s chart comes from Fortune, which shows the real estate markets that are “overvalued” based on the area's local incomes and construction costs.

Chart of the Day, Managing your Wealth

09/20/22

With Bonds All Things Are Equal

Today's Chart of the Day comes from an article in AAII.com (American Association of Individual Investors) and shows the average cumulative global corporate default rate from 1981-2021 in seven year spans.

A common misconception is that the yield you see from a bond portfolio is what you can expect to earn. However, this is a best case scenario as some of the bonds will ultimately default, causing a loss that reduces the yield.

In rough figures, if you take the weighted average default rate of all speculative/junk bonds and assume a 50% loss of principal of those bonds, over seven years this can reduce your total return by 2.9% annually.

The current yield to maturity on speculative/junk bonds is 7.6%. When you add in the historical loss of 2.9%, this reduces the total return to 4.7%, which happens to be the same yield of 4.7% in an investment grade bond with a similar maturity.

Chart of the Day

09/16/22

Percentages On-Time

The Chart of the Day comes from Bloomberg. It's not a necessarily a financial chart, but instead shows percentages of on-time flights, and the amount of passengers traveled per airline.

Chart of the Day, Managing your Wealth

09/13/22

Moving the Goalposts

Today's chart appears in a research paper titled, “Moving the Goalposts? Mutual Fund Benchmark Changes and Performance Manipulation” which was referenced in an article from the Wall Street Journal the week of August 22. The paper denotes that 37% of all actively managed mutual fund managers changed their benchmarks between 2006 and 2018, and two-thirds of these changes made the funds appear to improve their performance.

Chart of the Day

09/8/22

Life Expectancy: 77 Years (Depending)

Today's Chart of the Day comes from an article in the Wall Street Journal which shows the life expectancy at birth based on which state you live in. The lowest was Mississippi at 71.9 years, and the highest was Hawaii at 80.7 years. It's nice to see that Florida was on the higher end at 77.5 years.

Chart of the Day, Managing your Wealth

09/6/22

Housing Slump

Today’s chart comes from data provided by the Department of Housing and Development (HUD) which shows that the rate of new US home sales per month has fallen 50% from 1,000,000 to 500,00 since the peak in August 2020.

Chart of the Day, Managing your Wealth

09/2/22

7 Investment Concepts

Top 7 Investment Concepts by Samuel A. Kiburz:

09/1/22

Investing 101: Risk and the Possibility of Loss

In the financial planning world, the concept of risk is often used in conversation. Risk has multiple meanings, but the first definition in the Merriam-Webster dictionary is quite simply the “possibility of loss.”

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Samuel A. Kiburz, Senior Vice President, Chief Investment Officer

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