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 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.

Read More

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.

Read More

Counties within the market area are indicated by navy blue

Chart of the Day: Combined Market Area

Today’s Chart of the Day is a sidestep from my typical financial ones. The chart shows the combined market area after the Crews family of banks..

Read More

chart covers 22 different industries and measures the impact AI Technology would have; numbers vary from 1%, building and ground cleaning and maintenance, to 46%, office and administrative support

Chart of the Day: 25% of Tasks Done by AI

Today’s Chart of the Day from Goldman Sachs shows the percentage of tasks per industry that could be automated by artificial intelligence...

Read More

chart shows the ups and downs of housing affordability from 2008 to 2022

Chart of the Day: Housing Affordability

Today's Chart of the Day from Fortune illustrates the components of housing affordability, which include changes in incomes, rates, and prices. There..

Read More

world map shown with multicolored lines representing hurricane formation and trajectory

Chart of the Day: Hurricanes vs. Equator

Today’s Chart of the Day is not finance related, but still fascinating. Shared by the NASA Earth Observatory, the Coriolis forces at the equator are..

Read More

chart shows the performance of a $10,000 investment between January 1, 2003 and December 30, 2022

Chart of the Day: 1.5 Days a Year

Today’s Chart of the Day is from J.P. Morgan’s updated Guide to Retirement. It calculates your total return having missed the 30 best days for last..

Read More

total income tax shown in blue, total income in grey

Chart of the Day: Tax Share

Today’s Chart of the Day from the Wall Street Journal shows the share of taxes paid vs. the share of total income. The $100,000-$500,000 range is..

Read More

chart shows expected longevity versus expected annual rate of return

Chart of the Day: When to Take Social Security

Today’s Chart of the Day from J.P. Morgan shows when to take social security to maximize benefits.

Read More

Chart shows that motorcycles are the most lethal transportation option

Chart of the Day: Motorcycles vs. Cars vs. Planes

Today's Chart of the Day looks at the statistics of transportation safety. I think everyone already suspects this, but I was surprised by the scale...

Read More

Blue bar chart shows that 99% of loans have a lower rate than the current PMMS rate

Chart of the Day: 99% are Under Current Rate

Today's Chart is from the Primary Mortgage Market Survey (PMMS) from Freddie Mac, the government agency that provides mortgage loans.

Read More

United States represented by blue, Russia represented by red

Chart of the Day: History of Nuclear Arsenals

Today's Chart of the Day looks at the number of nuclear stockpiles in the United States and the USSR/Russia dating back to the 1950s.

Read More

Exchange Trade Funds shown in blue, Mutual Funds shown in black, data from 2017 to 2023

Chart of the Day: The Great Exodus Continues

Today’s Chart of the Day from Bloomberg shows the net growth of Exchange Trade Funds (ETFs), in blue, versus the loss from Mutual Funds, in black...

Read More

chart shows various products price changes from January 2000- June 2022

Chart of the Day: 20+ Years of Inflation

Today’s Chart of the Day is from @Mark_J_Perry on Twitter and is called, “The Chart of the Century.” It shows price changes of various goods and..

Read More

Pie charts show the relative size of global stock markets from 1899 to 2023

Chart of the Day: U.S. is Now 58%

Besides cutting-edge technology, a thing the United States leads the world in is banking and investments.

Read More

On Our Minds

List Grid
Browse by topic

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

Chart of the Day: Combined Market Area

Today’s Chart of the Day is a sidestep from my typical financial ones. The chart shows the combined market area after the Crews family of banks (Charlotte State Bank & Trust, Crews Bank & Trust, Englewood Bank & Trust, and Wauchula State Bank) unify under the Crews Bank & Trust brand in September. To learn more, visit crews.bank/unify.

More

Chart of the Day: 25% of Tasks Done by AI

Today’s Chart of the Day from Goldman Sachs shows the percentage of tasks per industry that could be automated by artificial intelligence. Administrative tasks are the highest at 46%, with the average across all industries being 25%.

More

Chart of the Day: Housing Affordability

Today's Chart of the Day from Fortune illustrates the components of housing affordability, which include changes in incomes, rates, and prices. There is an ebb and flow, but currently rates are the primary driver.

More

Chart of the Day: Hurricanes vs. Equator

Today’s Chart of the Day is not finance related, but still fascinating. Shared by the NASA Earth Observatory, the Coriolis forces at the equator are zero.

More

Chart of the Day: 1.5 Days a Year

Today’s Chart of the Day is from J.P. Morgan’s updated Guide to Retirement. It calculates your total return having missed the 30 best days for last 20 years ending 2022.

More

Chart of the Day: Tax Share

Today’s Chart of the Day from the Wall Street Journal shows the share of taxes paid vs. the share of total income. The $100,000-$500,000 range is pretty even, while those making more than $1 million, who only have a 15% share, pay nearly 40% of total taxes.

More

Chart of the Day: When to Take Social Security

Today’s Chart of the Day from J.P. Morgan shows when to take social security to maximize benefits.

More

Chart of the Day: Motorcycles vs. Cars vs. Planes

Today's Chart of the Day looks at the statistics of transportation safety. I think everyone already suspects this, but I was surprised by the scale. You are 30 times more likely to die on a motorcycle than in a car. Also, you are 100 times more likely to die in a car than a plane.

More

Chart of the Day: 99% are Under Current Rate

Today's Chart is from the Primary Mortgage Market Survey (PMMS) from Freddie Mac, the government agency that provides mortgage loans.

More

Chart of the Day: History of Nuclear Arsenals

Today's Chart of the Day looks at the number of nuclear stockpiles in the United States and the USSR/Russia dating back to the 1950s.

More

Chart of the Day: The Great Exodus Continues

Today’s Chart of the Day from Bloomberg shows the net growth of Exchange Trade Funds (ETFs), in blue, versus the loss from Mutual Funds, in black. Last year was especially brutal when the downturn allowed investors to finally exit their positions with less capital gain.

More

Chart of the Day: 20+ Years of Inflation

Today’s Chart of the Day is from @Mark_J_Perry on Twitter and is called, “The Chart of the Century.” It shows price changes of various goods and services from January 2000-June 2022 and the private sector doing a good job making things more affordable.

More

Chart of the Day: U.S. is Now 58%

Besides cutting-edge technology, a thing the United States leads the world in is banking and investments.

More