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ETFs represented by light blue, Mutual Funds in dark blue

Chart of the Day: ETFs Win Again

Today’s Chart of the Day from OliverWyman shows the number of new funds being created each year in the U.S. since 2016.

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chart shows world map with percentage of active funds outperformed by benchmarks over 1-, 3-, and 5-year periods

Chart of the Day: Index vs. The World

Over the last five years, 87% of actively managed funds in the U.S. underperformed their index. Today’s Chart of the Day from S&P Global shows this..

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orange line represents stock performance since Jan. 1980

Chart of the Day: Stocks since 1980

Today’s Chart of the Day from iShares by BlackRock shows that, even though we've experienced numerous financial problems along the way, $100,000..

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Real Estate is Booming on I-4 Corridor. Here's Why.

The I-4 corridor in central Florida has become increasingly popular in recent years. This area, which stretches from Daytona Beach to Tampa, is home..

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chart shows number of bank failures from 1940s to 2020 in bright pink

Chart of the Day: History of Bank Failure

Today's Chart of the Day is the history of bank failures from USAFacts. The year 1989 was the height with 531 banks failing from a savings and loan..

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chart shows number of times the debt ceiling has been lifted broken down by presidency, political party is marked in either red or blue

Chart of the Day: Debt Ceiling

Today’s Chart of the Day comes from Morningstar.com. In the last 40 years, the debt ceiling has gone up 53 times.

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chart shows an analysis from January 19997 to February 2012

Chart of the Day: First 10 Years vs. Next 10 Years

Today’s Chart of the Day is from a BlackRock research paper on concentrated portfolio risks. In it, they graph the top 25 performing stocks over the..

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Federal Housing Finance Agency (FHFA) fee structure

Details on Federal Mortgage Fee Adjustments

I have been fielding many questions regarding the newest Federal Housing Finance Agency (FHFA) fee structure and how it affects your borrowing..

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chart shows safe withdrawal rate percentages

Chart of the Day: 4.2% Withdrawal Rule

Today's chart from Morningstar shows there is a 90% chance you would not run out of money during your life following these projected safe withdrawal..

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cost of private education in bright blue, public four-year in dark blue, and public two-year in grey/blue

Chart of the Day: 50 Year Cost of College

Today’s Chart of the Day provided from CNBC with data from The College Board shows the average cost of college adjusted for inflation since 1970.

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Chart of the Day: North Port Made the List

Today's Chart of the Day includes the top 10 cities people moved to in 2022 according to Re:Venture Consulting, with data from the US Census Bureau...

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Chart of the Day: Smartphones

Today we have two interesting charts from Bespoke.

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chart displays working hours from 2017 to today with an evident decrease following 2020

Chart of the Day: Working Less

Today’s Chart of the Day from Bloomberg is called, “Americans are Working Less.” After the pandemic, many are working fewer hours a week.

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chart shoes the return breakdown of the individual stocks inside the Russell 3000, 1987 - 2023

Chart of the Day: Only One Out of Three

Today’s Chart of the Day from BlackRock shows that only 34%, or roughly one out of three, stocks outperformed the index for the last 35 years.

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four young adults walking away from the camera

Create a Lasting Legacy by Supporting Causes You Care About

By giving to a community foundation, you can support the causes that matter most to you and make a real difference in the lives of others...

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On Our Minds

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Chart of the Day: ETFs Win Again

Today’s Chart of the Day from OliverWyman shows the number of new funds being created each year in the U.S. since 2016.

More

Chart of the Day: Index vs. The World

Over the last five years, 87% of actively managed funds in the U.S. underperformed their index. Today’s Chart of the Day from S&P Global shows this trend also holds true around the world. Why?

More

Chart of the Day: Stocks since 1980

Today’s Chart of the Day from iShares by BlackRock shows that, even though we've experienced numerous financial problems along the way, $100,000 invested in the stock market in 1980 grew to $11.2 million today.

More

Real Estate is Booming on I-4 Corridor. Here's Why.

The I-4 corridor in central Florida has become increasingly popular in recent years. This area, which stretches from Daytona Beach to Tampa, is home to a diverse range of businesses and industries, making it an attractive location for investors and entrepreneurs.

More

Chart of the Day: History of Bank Failure

Today's Chart of the Day is the history of bank failures from USAFacts. The year 1989 was the height with 531 banks failing from a savings and loan crisis. For perspective, there have only been three in 2023.

More

Chart of the Day: Debt Ceiling

Today’s Chart of the Day comes from Morningstar.com. In the last 40 years, the debt ceiling has gone up 53 times.

More

Chart of the Day: First 10 Years vs. Next 10 Years

Today’s Chart of the Day is from a BlackRock research paper on concentrated portfolio risks. In it, they graph the top 25 performing stocks over the past 10 years, starting from 10 years ago, and their subsequent underperformance over the next 10. (Resulting in their total performance over the last 20 years.)

More

Details on Federal Mortgage Fee Adjustments

I have been fielding many questions regarding the newest Federal Housing Finance Agency (FHFA) fee structure and how it affects your borrowing potential. I will try to answer some of the most common questions.

More

Chart of the Day: 4.2% Withdrawal Rule

Today's chart from Morningstar shows there is a 90% chance you would not run out of money during your life following these projected safe withdrawal rates based on equity weightings.

More

Chart of the Day: 50 Year Cost of College

Today’s Chart of the Day provided from CNBC with data from The College Board shows the average cost of college adjusted for inflation since 1970.

More

Chart of the Day: North Port Made the List

Today's Chart of the Day includes the top 10 cities people moved to in 2022 according to Re:Venture Consulting, with data from the US Census Bureau. Tampa was third, Orlando was sixth, and our beloved North Port came in at number 10. The bonus second chart, below, shows where they moved from.

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Chart of the Day: Smartphones

Today we have two interesting charts from Bespoke.

More

Chart of the Day: Working Less

Today’s Chart of the Day from Bloomberg is called, “Americans are Working Less.” After the pandemic, many are working fewer hours a week.

More

Chart of the Day: Only One Out of Three

Today’s Chart of the Day from BlackRock shows that only 34%, or roughly one out of three, stocks outperformed the index for the last 35 years.

More

Create a Lasting Legacy by Supporting Causes You Care About

By giving to a community foundation, you can support the causes that matter most to you and make a real difference in the lives of others. Professional staff and portfolio managers help ensure that your donation is used effectively and efficiently. They also provide ongoing monitoring and oversight of the organizations they support, ensuring that your gift is making a lasting impact. The first donation to the Harvard Endowment of approximately $20,000 in today’s dollars was over 400 years ago.  Therefore, a timeline of 500 years for an endowed fund is possible. 

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