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.
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. Since many bond ETFs are indexes, they routinely outperform other types of funds. As Senator James E. Watson famously said, “If you can’t beat them, join them,” which is what investors are doing. Still, each client's situation is unique and therefore their investment portfolio may need a diverse grouping of investments.
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.