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

Chart of the Day

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..

Chart of the Day

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..

Chart of the Day

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.

Chart of the Day

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).

Chart of the Day

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..

Chart of the Day

Chart of the Day: Investing vs. Gambling

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

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...

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

Chart of the Day

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..

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..

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: 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.

Chart of the Day

11/1/23

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?

Chart of the Day

10/31/23

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.

Chart of the Day

10/26/23

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).

Chart of the Day

10/25/23

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.

Chart of the Day

10/24/23

Chart of the Day: Investing vs. Gambling

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

10/11/23

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.

Chart of the Day

10/10/23

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.

Chart of the Day

10/5/23

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.