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 Chart shows the number of seats in congress gained or lost by the president's party in mid-term election from 1934 to 2018

Midterm Swings

Today’s Chart of the Day comes from a Capital Group article called “Can midterm elections move markets?”

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Chart shows nuclear stockpiles from 1945 to 1980 from ten countries

Less, but Still a Fat Tail Risk

Today’s Chart of the Day from Bloomberg shows that though there are less nuclear stockpiles than the 1980’s, there are still too many. There is an..

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S&P 500 return 12 months after peak inflation, 1927 - 2022

Stocks After Inflation Peaks

Today's Chart of the Day is in a BlackRock article. This is the organization who issues the iShares Exchange Traded Funds (ETFs) in our portfolios.

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More Than a Sense of Hope: Unity in the Midst of Disaster

Life-changing events have a way of narrowing one’s perspective on what is actually important. The recent hurricane that took the path of the Crews..

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chart shows the S&P 500 index with recessions marked in red going all the way back to 1928

Faith in the Long Run

Today’s Chart of the Day shows the S&P 500 index with recessions marked in red going all the way back to 1928.

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Orange for gold at $91, blue for the S&P 500 at $82, and purple for Bitcoin at $41

The Crypto Hedge?

So far this year, we have experienced the longest “downturn” in terms of time since our last record high during The Great Recession.

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Value of Beyond Meat, Inc. is represented by a brown line and S&P 500 represented by blue line

Beyond Profits

Today’s Chart of the Day shows the price of $100 invested in Beyond Meat, Inc. when the company went public in early 2019.

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chart looks at Equity Funds underperforming their benchmarks

Mid-Year Index vs. Active Update

Twice a year, S&P Dow Jones updates their SPIVA (S&P Indices Versus Active) report.

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chart shows the relationship between stocks and bonds

Inflation vs. Stocks and Bonds

Today’s Chart of the Day comes from S&P Dow Jones Indices.

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chart shows that Southwest Florida is still higher than the national average, represented by counties colored in with orange and red

45% to 59% Overvalue of Real Estate?

Today’s chart comes from Fortune, which shows the real estate markets that are “overvalued” based on the area's local incomes and construction costs.

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shows the average cumulative global corporate default rate from 1981-2021 in seven year spans

With Bonds All Things Are Equal

Today's Chart of the Day comes from an article in AAII.com (American Association of Individual Investors) and shows the average cumulative global..

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chart shows that Hawaiian is the most on-time airline and Allegiant is least on-time

Percentages On-Time

The Chart of the Day comes from Bloomberg. It's not a necessarily a financial chart, but instead shows percentages of on-time flights, and the amount..

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Two women at the counter of their business

Requirements to Qualify for an SBA 504 Loan

Small Business Administration (SBA) 504 loans offer affordable financing to small businesses for financing large equipment or real estate purchases...

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chart shows that changes made mutual funds go from losing assets to attracting assets

Moving the Goalposts

Today's chart appears in a research paper titled, “Moving the Goalposts? Mutual Fund Benchmark Changes and Performance Manipulation” which was..

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Chart shows life expectancy broken down by state

Life Expectancy: 77 Years (Depending)

Today's Chart of the Day comes from an article in the Wall Street Journal which shows the life expectancy at birth based on which state you live in...

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On Our Minds

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Midterm Swings

Today’s Chart of the Day comes from a Capital Group article called “Can midterm elections move markets?

More

Less, but Still a Fat Tail Risk

Today’s Chart of the Day from Bloomberg shows that though there are less nuclear stockpiles than the 1980’s, there are still too many. There is an increased focus on this topic due to Putin’s threats and a hope that someone would come to their senses before anything gets out of hand.

More

Stocks After Inflation Peaks

Today's Chart of the Day is in a BlackRock article. This is the organization who issues the iShares Exchange Traded Funds (ETFs) in our portfolios.

More

More Than a Sense of Hope: Unity in the Midst of Disaster

Life-changing events have a way of narrowing one’s perspective on what is actually important. The recent hurricane that took the path of the Crews family of banks has done just that for all of us here.

More

Faith in the Long Run

Today’s Chart of the Day shows the S&P 500 index with recessions marked in red going all the way back to 1928.  

More

The Crypto Hedge?

So far this year, we have experienced the longest “downturn” in terms of time since our last record high during The Great Recession.

More

Beyond Profits

Today’s Chart of the Day shows the price of $100 invested in Beyond Meat, Inc. when the company went public in early 2019.

More

Mid-Year Index vs. Active Update

Twice a year, S&P Dow Jones updates their SPIVA (S&P Indices Versus Active) report.

More

Inflation vs. Stocks and Bonds

Today’s Chart of the Day comes from S&P Dow Jones Indices.

More

45% to 59% Overvalue of Real Estate?

Today’s chart comes from Fortune, which shows the real estate markets that are “overvalued” based on the area's local incomes and construction costs.

More

With Bonds All Things Are Equal

Today's Chart of the Day comes from an article in AAII.com (American Association of Individual Investors) and shows the average cumulative global corporate default rate from 1981-2021 in seven year spans.

A common misconception is that the yield you see from a bond portfolio is what you can expect to earn. However, this is a best case scenario as some of the bonds will ultimately default, causing a loss that reduces the yield.

In rough figures, if you take the weighted average default rate of all speculative/junk bonds and assume a 50% loss of principal of those bonds, over seven years this can reduce your total return by 2.9% annually.

The current yield to maturity on speculative/junk bonds is 7.6%. When you add in the historical loss of 2.9%, this reduces the total return to 4.7%, which happens to be the same yield of 4.7% in an investment grade bond with a similar maturity.

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Percentages On-Time

The Chart of the Day comes from Bloomberg. It's not a necessarily a financial chart, but instead shows percentages of on-time flights, and the amount of passengers traveled per airline.

More

Requirements to Qualify for an SBA 504 Loan

Small Business Administration (SBA) 504 loans offer affordable financing to small businesses for financing large equipment or real estate purchases. Because of their low interest rates and long loan terms, this type of small business loan is an ideal option for owners who need to make large purchases. 

More

Moving the Goalposts

Today's chart appears in a research paper titled, “Moving the Goalposts? Mutual Fund Benchmark Changes and Performance Manipulation” which was referenced in an article from the Wall Street Journal the week of August 22. The paper denotes that 37% of all actively managed mutual fund managers changed their benchmarks between 2006 and 2018, and two-thirds of these changes made the funds appear to improve their performance.

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Life Expectancy: 77 Years (Depending)

Today's Chart of the Day comes from an article in the Wall Street Journal which shows the life expectancy at birth based on which state you live in. The lowest was Mississippi at 71.9 years, and the highest was Hawaii at 80.7 years. It's nice to see that Florida was on the higher end at 77.5 years.

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