Crews Bank & Trust Blog | Samuel A. Kiburz, Senior Vice President, Chief Investment Officer (9)

map of US with corresponding billionaire for each

Chart of the Day

Chart of the Day: Richest Billionaires

Today's Chart of the Day from Visual Capitalist shows the richest billionaire in every state.

chart shows the number of rooms in homes from 1973

Chart of the Day

Chart of the Day: 3 to 4 Bedrooms

Today’s Chart of the Day from Chartr shows that 4+ bedroom houses went from being 25% of homes in 1973 to just under 50% of the nearly one million..

all fees represented by declining red line

Chart of the Day

Chart of the Day: Fund Fees Are Declining

Today’s Chart of the Day comes from the annual 2022 US Fund Fee Study, which was released last month. Conducted by Morningstar, this study goes back..

Chart of the Day

Chart of the Day: Liquidity of the Big Three ETF Companies

Today’s Chart of the Day from Bloomberg’s Eric Balchunas shows that the “big three” of providers of Exchange Traded Funds (aka ETFs), which are..

Chart of the Day

Chart of the Day: Mega-Cap Tech for the Win

Today’s Chart of the Day shared by @KobeissiLetter on X, formerly known as Twitter, shows that seven companies, often called “The Magnificent Seven”..

existing homes in green, and new homes in purple. The two lines meek at $416k

Chart of the Day

Chart of the Day: Existing Equal to New

Today’s Chart of the Day from The Kobeissi Letter, @KobeissiLetter on X, shows that the prices of new homes are falling and are now the same price as..

chart illustrates the internal monologue a client could have when looking at the ups and downs of the market

Chart of the Day

Chart of the Day: Good Time to Buy

Today’s Chart of the Day from @MVMoneyVisuals on X, formerly known as Twitter, sums up many of the comments heard by advisors over the years. On a..

Chart of the Day

Chart of the Day: Hindsight is Always 20/20

Today’s Chart of the Day is a reminder that investing in the “next big thing” can be fraught with risk, and, in this case, cannabis-related companies..

1991 and 2002 recessions, 2008 Global Financial Crisis, 2009 European debt crisis and holding cash shown in shades of blue

Chart of the Day

Chart of the Day: Even Worst Timing is Better than Cash

Today’s Chart of the Day and commentary is from Invesco and shows three instances when cash balances were high — following the 1991 and 2002..

Orange bar chart shows the impact of timing the market. Investment totals range from nearly $65,000 to only about $4,000

Chart of the Day

Chart of the Day: Don't Sell When the Market is Down

Today’s Chart of the Day from Visual Capitalist shows the impact of missing just a few positive days over the last 20 years. If you've followed the..

Chart of the Day

Chart of the Day: Rent Inflation is Down

Today I have good news for renters.

Alt text: Chart shows that almost half of Americans have nothing saved

Chart of the Day

Chart of the Day: Retirement Fall Off

Today’s Chart of the Day shows how much families have saved for retirement. Roughly 50% have ZERO saved, and only 21% have over $100,000.

chart shows 2022 at 6.2, which is the highest on the chart

Chart of the Day

Chart of the Day: Join the Bond ETF Movement

Today’s Chart of the Day from BlackRock shows the increasing use of Bond Exchange Traded Funds (ETFs) in the US. Why? Many investors see them as more..

Chart of the Day

Chart of the Day: Inflation by the Decade/Paradigm Shift

Today’s Chart of the Day comes from Lance Lambert, @NewsLambert on Twitter, who works for Fortune Magazine. The chart shows total inflation by decade..

Chart of the Day

Comment of the Day: Aretha Franklin's Will

I’m going to take a small detour from my typical Chart of the Day to tell a short story of Aretha Franklin’s will.

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: Richest Billionaires

Today's Chart of the Day from Visual Capitalist shows the richest billionaire in every state.

Chart of the Day

10/4/23

Chart of the Day: 3 to 4 Bedrooms

Today’s Chart of the Day from Chartr shows that 4+ bedroom houses went from being 25% of homes in 1973 to just under 50% of the nearly one million new homes constructed in 2022.

Chart of the Day

10/3/23

Chart of the Day: Fund Fees Are Declining

Today’s Chart of the Day comes from the annual 2022 US Fund Fee Study, which was released last month. Conducted by Morningstar, this study goes back to 1994 and shows that since 2002 investment fund fees have steadily declined from a peak of 1.40% to now just under 1.00%.

Chart of the Day

09/28/23

Chart of the Day: Liquidity of the Big Three ETF Companies

Today’s Chart of the Day from Bloomberg’s Eric Balchunas shows that the “big three” of providers of Exchange Traded Funds (aka ETFs), which are BlackRock, Vanguard, and State Street, account for 67% of all trades in ETFs.

Chart of the Day

09/27/23

Chart of the Day: Mega-Cap Tech for the Win

Today’s Chart of the Day shared by @KobeissiLetter on X, formerly known as Twitter, shows that seven companies, often called “The Magnificent Seven” consisting of Facebook, Amazon, Apple, Microsoft, Google, Tesla, and Nvidia, have provided a 54% year-to-date return, while the remaining 493 of the S&P 500 have only generated 4%.

Chart of the Day

09/26/23

Chart of the Day: Existing Equal to New

Today’s Chart of the Day from The Kobeissi Letter, @KobeissiLetter on X, shows that the prices of new homes are falling and are now the same price as existing homes. Going back to 2008, this is normally not the case (think in reference to new vs. used cars).

Chart of the Day

09/21/23

Chart of the Day: Good Time to Buy

Today’s Chart of the Day from @MVMoneyVisuals on X, formerly known as Twitter, sums up many of the comments heard by advisors over the years. On a long enough timeline, there has never been a bad time to own stocks for the long-run.

Chart of the Day

09/19/23

Chart of the Day: Hindsight is Always 20/20

Today’s Chart of the Day is a reminder that investing in the “next big thing” can be fraught with risk, and, in this case, cannabis-related companies are the focus. My finance professor at the University of Florida, Dr. David Nye, always said, “Hindsight is always 20/20,” and in this case, this is very apparent.

Chart of the Day

09/14/23

Chart of the Day: Even Worst Timing is Better than Cash

Today’s Chart of the Day and commentary is from Invesco and shows three instances when cash balances were high — following the 1991 and 2002 recessions, the 2008 Global Financial Crisis, and the 2009 European debt crisis — and calculates what $12,000 invested yearly in the stock market for 10 years would have been worth.

Chart of the Day

09/12/23

Chart of the Day: Don't Sell When the Market is Down

Today’s Chart of the Day from Visual Capitalist shows the impact of missing just a few positive days over the last 20 years. If you've followed the blog for a while, you already know that missing just a few days can be devastating to your account.

Chart of the Day

09/7/23

Chart of the Day: Rent Inflation is Down

Today I have good news for renters.

Chart of the Day

08/23/23

Chart of the Day: Retirement Fall Off

Today’s Chart of the Day shows how much families have saved for retirement. Roughly 50% have ZERO saved, and only 21% have over $100,000.

Chart of the Day

08/22/23

Chart of the Day: Join the Bond ETF Movement

Today’s Chart of the Day from BlackRock shows the increasing use of Bond Exchange Traded Funds (ETFs) in the US. Why? Many investors see them as more liquid and they often cost less.

Chart of the Day

08/15/23

Chart of the Day: Inflation by the Decade/Paradigm Shift

Today’s Chart of the Day comes from Lance Lambert, @NewsLambert on Twitter, who works for Fortune Magazine. The chart shows total inflation by decade going back to the 1990s.

Chart of the Day

08/10/23