Skip to content

All locations will be closed Thursday, November 28, for Thanksgiving. We will be open regular hours on Friday, November 29.

Registration for free estate planning seminars is now open.

Get Started 863-222-7005

Blog

Your Weekly
Financial Forecast

 

Stay informed with sound financial know-how

Chart of the Day: This Year's Winners are Last Year's Losers

Today’s Chart of the Day is from @CharlieBilello on X and shows that last year’s losers (in red) are this year’s to-date winners (in blue) and vice..

Read More

average time spent shown in green

Chart of the Day: US Teens On Their Phones

Today’s Chart of the Day is from Gallup and shows the hours per day spent on social media (aka their phones). The 4.8 hours a day is something to..

Read More

10-year treasury rate in yellow, the CAP, Capital Asset Pricing, rate in blue

Chart of the Day: Treasury vs. Real Estate

Today’s Chart of the Day comes from Re:venture Consulting and shows the history of the 10-year treasury rate (in yellow) vs. the CAP, Capital Asset..

Read More

chart shows chicken's steady increase dating back to 1960's

Chart of the Day: Eight Chickens Per Person

Today’s Chart of the Day from the Financial Times shows that chicken meat recently overtook pork as the most produced meat on the planet. Why?

Read More

history of bonds and treasury interest rate

Chart of the Day: Not Since 1788

Today’s Chart of the Day from Bank of America shows that the increase in the 10-year treasury interest rates in 2022 caused the worst price decline..

Read More

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..

Read More

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”..

Read More

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..

Read More

chart shows US dollar in light purple

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..

Read More

title slide

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.

Read More

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: 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).

Read More

purple bar chart

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..

Read More

Chart of the Day: Investing vs. Gambling

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

Read More

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...

Read More

Photo shows the average annual rate of return from 3 - 15%

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..

Read More

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.

Find me on:

Recent Posts

Chart of the Day: This Year's Winners are Last Year's Losers

Today’s Chart of the Day is from @CharlieBilello on X and shows that last year’s losers (in red) are this year’s to-date winners (in blue) and vice versa.

More

Chart of the Day: US Teens On Their Phones

Today’s Chart of the Day is from Gallup and shows the hours per day spent on social media (aka their phones). The 4.8 hours a day is something to behold.

More

Chart of the Day: Treasury vs. Real Estate

Today’s Chart of the Day comes from Re:venture Consulting and shows the history of the 10-year treasury rate (in yellow) vs. the CAP, Capital Asset Pricing, rate (in blue).

More

Chart of the Day: Eight Chickens Per Person

Today’s Chart of the Day from the Financial Times shows that chicken meat recently overtook pork as the most produced meat on the planet. Why?

More

Chart of the Day: Not Since 1788

Today’s Chart of the Day from Bank of America shows that the increase in the 10-year treasury interest rates in 2022 caused the worst price decline since 1788.

More

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 "anti-sports."

More

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.

More

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.

More

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?

More

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.

More

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).

More

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.

More

Chart of the Day: Investing vs. Gambling

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

More

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.

More

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.

More