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stock market in blue, 10-Year Treasury in green

Chart of the Day

Chart of the Day: Rolling, Rolling, Rolling

Today’s Chart of the Day from Creativeplanning.com with data from NYE.edu shows the rolling 10-year return of the market going back 85 years.

Chart of the Day

Factors Over Time

Today’s Chart of the Day is a perennial favorite for some clients and shows the annual stock market performance of several factors. "Factors" is the..

Red and grey chart

Chart of the Day

Down Most of the Time

Today’s Chart of the Day is from OfDollarsAndData and shows when the market is “down” after its last record high.

highly populated areas indicated in red, areas with lower population in grey

Chart of the Day

Chart of the Day: Red vs. Grey

Today’s Chart of the Day from Exploredplanet.com shows population density through red and grey areas. When combined, the red areas have a larger..

data dates back to 2015, 2024 price in blue

Chart of the Day

Chart of the Day: Record Super Bowl Tickets

Today’s Chart of the Day from Bloomberg.com shows that ticket prices for Super Bowl LVIII are reaching a record-breaking average of $9,815 each.

Millennial marriage percentage shown in pink

Chart of the Day

Chart of the Day: Marriage Delay

Today’s Chart of the Day from Allen Downey shows the increasing trend of delayed marriages among Millennials.

10-year treasury yield going back to 2000, dotted, brown line is the forecast of rates

Chart of the Day

Chart of the Day: Forecasting is Easy, Getting it Right is Hard

Today’s Chart of the Day has been around a while and is often in the back of my head when we see “forecasts.”

percentages shown in red, orange, yellow and green

Chart of the Day

Chart of the Day: Safe Withdrawal Rates

Today’s Chart of the Day was produced by Ofdollarsanddata’s Nick Maggiulli and shows the probability of success between your withdrawal rates, the..

five graphs with blue curves indicating time

Chart of the Day

Chart of the Day: Time is Your Friend

Today’s Chart of the Day was sourced by my Crews Bank & Trust colleague, Jackson Garner, Trust Relationship Associate, from a research paper called,..

S&P 500 in blue, corporate bonds in orange, money market in green

Chart of the Day

Lesson of the Day: Financial Theory of Inflation's Effects on Real Assets

Financial theory says that when there is unexpected inflation, monetary assets (things that use dollars to satisfy contractual obligations, such as..

bar chart showing retirement savings from $0 to $5,000,000

Chart of the Day

Chart of the Day: 80% Less than $100,000

Today’s Chart of the Day shows how much American families have saved for retirement. Notably, 50% have $0 saved and just under 80% have less than..

S&P 500 from 1950 - 2022, good in green, bad in red

Chart of the Day

Chart of the Day: 19 Good to Only 3 Bad

Today’s Chart of the Day was sourced by my Crews Bank & Trust colleague Jackson Garner, Trust Relationship Associate. The chart is from YCharts, an..

chart shows beliefs about good time to sell in blue and good time to buy in orange dating back to 2011

Chart of the Day

Chart of the Day: Buy Low Or ?

Today’s Chart of the Day was prepared by Yahoo Finance with data from Fannie Mae, a government-sponsored agency that allows mortgages to be traded..

bar chart shows women in gold and men in dark green, both are represented by a lighter green

Chart of the Day

Chart of the Day: Ages 86 and 89

Today’s Chart of the Day from Vanguard shows that the average lifespan once someone reaches the age of 65 is 86 for men and 89 for women.

Blue and red chart

Chart of the Day

Chart of the Day: 90 Years and 15 Presidents

Happy New Year! With 2024 being a presidential election year, today’s Chart of the Day is from Capital Group and shows the hypothetical growth of..

On Our Minds

List Grid

Chart of the Day

02/22/24

Chart of the Day: Rolling, Rolling, Rolling

Today’s Chart of the Day from Creativeplanning.com with data from NYE.edu shows the rolling 10-year return of the market going back 85 years.

Chart of the Day

02/20/24

Factors Over Time

Today’s Chart of the Day is a perennial favorite for some clients and shows the annual stock market performance of several factors. "Factors" is the name the market assigns to certain types of stocks. For instance: Growth stocks are those that have higher growth rates and often do not have a dividend; vs. Value stocks which are generally older, more established, and pay a dividend. Other factors are Small, Mid, and Large, Real Estate, International, and High Dividend. The “Chiclet Chart," as one client calls it, displays how each factor performs as compared to the others over time. It makes a visual case to be diversified into each to reduce volatility, since some do better one year and not the next.

Chart of the Day

02/15/24

Down Most of the Time

Today’s Chart of the Day is from OfDollarsAndData and shows when the market is “down” after its last record high.

Chart of the Day

02/13/24

Chart of the Day: Red vs. Grey

Today’s Chart of the Day from Exploredplanet.com shows population density through red and grey areas. When combined, the red areas have a larger population than the remaining grey. This is something to remember when watching/reading the news on why so much time is spent on these metro areas.

Chart of the Day

02/8/24

Chart of the Day: Record Super Bowl Tickets

Today’s Chart of the Day from Bloomberg.com shows that ticket prices for Super Bowl LVIII are reaching a record-breaking average of $9,815 each.

Chart of the Day

01/30/24

Chart of the Day: Marriage Delay

Today’s Chart of the Day from Allen Downey shows the increasing trend of delayed marriages among Millennials.

Chart of the Day

01/25/24

Chart of the Day: Forecasting is Easy, Getting it Right is Hard

Today’s Chart of the Day has been around a while and is often in the back of my head when we see “forecasts.”

Chart of the Day

01/23/24

Chart of the Day: Safe Withdrawal Rates

Today’s Chart of the Day was produced by Ofdollarsanddata’s Nick Maggiulli and shows the probability of success between your withdrawal rates, the percentage you withdraw from your portfolio each year, versus the allocation between stocks and bonds.

Chart of the Day

01/16/24

Chart of the Day: Time is Your Friend

Today’s Chart of the Day was sourced by my Crews Bank & Trust colleague, Jackson Garner, Trust Relationship Associate, from a research paper called, “Underperformance of Concentrated Stock Positions” written by Antti Petajisto at MIT in 2023.

Chart of the Day

01/11/24

Lesson of the Day: Financial Theory of Inflation's Effects on Real Assets

Financial theory says that when there is unexpected inflation, monetary assets (things that use dollars to satisfy contractual obligations, such as bonds, loans, and cash) are going to decline in value. The theory also states

Chart of the Day

01/10/24

Chart of the Day: 80% Less than $100,000

Today’s Chart of the Day shows how much American families have saved for retirement. Notably, 50% have $0 saved and just under 80% have less than $100,000.

Chart of the Day

01/9/24

Chart of the Day: 19 Good to Only 3 Bad

Today’s Chart of the Day was sourced by my Crews Bank & Trust colleague Jackson Garner, Trust Relationship Associate. The chart is from YCharts, an investment monitoring software we use.

Chart of the Day

01/4/24

Chart of the Day: Buy Low Or ?

Today’s Chart of the Day was prepared by Yahoo Finance with data from Fannie Mae, a government-sponsored agency that allows mortgages to be traded between investors.

Chart of the Day

01/3/24

Chart of the Day: Ages 86 and 89

Today’s Chart of the Day from Vanguard shows that the average lifespan once someone reaches the age of 65 is 86 for men and 89 for women.

Chart of the Day

01/2/24

Chart of the Day: 90 Years and 15 Presidents

Happy New Year! With 2024 being a presidential election year, today’s Chart of the Day is from Capital Group and shows the hypothetical growth of $1,000 invested in March 1933, when Franklin D. Roosevelt was first inaugurated.