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 shows taxes in blue and spending in red

Chart of the Day: Taxes and Spending

Today’s Chart of the Day comes from chartr with figures provided by the US Treasury to help us understand where our Federal Government taxes and..

Read More

chart shows that 105 out of 112 asset classes lost money in 2022

Chart of the Day: Don't Feel Too Bad

Today’s Chart of the Day comes from BlackRock and shows that 105 of 112 asset classes lost money in 2022.

Read More

The Crews family

93 Years of Commitment and Counting

As a family-owned and operated bank, we pride ourselves on serving the individuals, families, and businesses of Florida by providing premier banking..

Read More

woman with laptop and phone

Important Tax Information on Hurricane Ian

As our communities continue to recover from recent hurricanes, and with everyone knee deep in tax season, we are updating a blog from December with..

Read More

chart breaks down the risk and return relationship into four quadrants: low return and low risk, high return and high risk, fraud, and stupid

Chart of the Day: Risk & Return

Today’s Chart of the Day comes from @genticici on Twitter. I was impressed by the simplicity of the concept, and it's very apropos to be on the back..

Read More

the $1 went to $10 in the first 20 years, vs. $500,000 to $2,300,000 in last 20

Chart of the Day: Stocks for the Long Run

Today’s Chart of the Day is a reoccurring one we like to keep updated with current data.

Read More

chart shows fluctuating residential rates with a blue line, Pre-Great Recession average represented with red line

Chart of the Day: Pre-Great Recession Average

Today's Chart of the Day, compiled from information from the Mortgage Bankers Association, shows the 30-year residential rates dating back to 1993.

Read More

Office building

Purchasing Commercial Real Estate in 2023

The time of low-cost debt has finally come to an end. With skyrocketing rates in 2022 to combat inflation, combined with global financial uncertainty..

Read More

Under 200k in purple, 200k - 300k in orange, 300k - 400k in blue, 400k - 500k in green, over 500k in red

Chart of the Day: Five Years in Real Estate

Today’s Chart of the Day comes from John Burns and shows the historical percentages of homes sold by sales price going back to 2010.

Read More

most brand in navy while Stellantis in red, Ford in light blue, and GM in green

Chart of the Day: Auto Supply

Today’s Chart of the Day comes from Wolfstreet and shows the supply of new vehicles in number of days.

Read More

blue bar chart of projected US budget deficit up to 2032

Chart of the Day: Not Going Away

Today’s Chart of the Day is the projected budget deficits for the next 10 years provided by the Congressional Budget Office. It is not a rosy picture.

Read More

Chart shows the percent of time the S&P 500 is positive, depending on your holding period, going all the way back to 1928

Chart of the Day: Time in the Market

Today’s Chart of the Day comes from @PeterMallouk on Twitter and shows the percent of time the S&P 500 is positive, depending on your holding period,..

Read More

The young investor represented by blue line, older investor represented by orange

Chart of the Day: Save Early and Save Often

Today’s Chart of the Day is from the Federal Reserve Bank of St. Louis supporting the mantra, "Save early, Save often."

Read More

India is represented in orange, China in red, Nigeria in green, and the USA in blue

Chart of the Day: Half in our Grandchildren's Lifetime

Today’s Chart of the Day comes from chartr with data provided by the United Nations.

Read More

Michael Jackson memorabilia

Celebrity Estate Planning Mistakes to Avoid

Whether it’s fear of thinking about the end of life or they just don’t believe they have enough money and assets to worry about, only 33% of American..

Read More

On Our Minds

List Grid
Browse by topic

Chart of the Day: Taxes and Spending

Today’s Chart of the Day comes from chartr with figures provided by the US Treasury to help us understand where our Federal Government taxes and spends.

More

Chart of the Day: Don't Feel Too Bad

Today’s Chart of the Day comes from BlackRock and shows that 105 of 112 asset classes lost money in 2022.

More

93 Years of Commitment and Counting

As a family-owned and operated bank, we pride ourselves on serving the individuals, families, and businesses of Florida by providing premier banking services with a hometown touch.

More

Important Tax Information on Hurricane Ian

As our communities continue to recover from recent hurricanes, and with everyone knee deep in tax season, we are updating a blog from December with information from local tax professionals that might help those who have losses or damage.

More

Chart of the Day: Risk & Return

Today’s Chart of the Day comes from @genticici on Twitter. I was impressed by the simplicity of the concept, and it's very apropos to be on the back of a napkin.

More

Chart of the Day: Stocks for the Long Run

Today’s Chart of the Day is a reoccurring one we like to keep updated with current data.

More

Chart of the Day: Pre-Great Recession Average

Today's Chart of the Day, compiled from information from the Mortgage Bankers Association, shows the 30-year residential rates dating back to 1993.

More

Purchasing Commercial Real Estate in 2023

The time of low-cost debt has finally come to an end. With skyrocketing rates in 2022 to combat inflation, combined with global financial uncertainty and a mass exodus from office and retail real estate, commercial real estate in the first half of 2023 is on trend to continue its slowdown that began in the second half of 2022. However, there is hope for savvy investors looking to make moves that will give them an upper hand in the years to come. 

More

Chart of the Day: Five Years in Real Estate

Today’s Chart of the Day comes from John Burns and shows the historical percentages of homes sold by sales price going back to 2010.

More

Chart of the Day: Auto Supply

Today’s Chart of the Day comes from Wolfstreet and shows the supply of new vehicles in number of days.

More

Chart of the Day: Not Going Away

Today’s Chart of the Day is the projected budget deficits for the next 10 years provided by the Congressional Budget Office. It is not a rosy picture.

More

Chart of the Day: Time in the Market

Today’s Chart of the Day comes from @PeterMallouk on Twitter and shows the percent of time the S&P 500 is positive, depending on your holding period, going all the way back to 1928.

More

Chart of the Day: Save Early and Save Often

Today’s Chart of the Day is from the Federal Reserve Bank of St. Louis supporting the mantra, "Save early, Save often."

More

Chart of the Day: Half in our Grandchildren's Lifetime

Today’s Chart of the Day comes from chartr with data provided by the United Nations.

More

Celebrity Estate Planning Mistakes to Avoid

Whether it’s fear of thinking about the end of life or they just don’t believe they have enough money and assets to worry about, only 33% of American adults have an end-of-life plan that describes how their funds and possessions should be distributed after their death. Although, as U.S. adults age, the average increases to 76% of those 65 and older; however, it is estimated that only 20% of those under age 30 have made the necessary arrangements of obtaining a will. 

More