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.
Today's chart is from Bloomberg Intelligence, which shows the money flows into ESG (Environmental, Social, and Governance) ETFs since they appeared in 2015.
The new money into these funds has slowed because many of the funds in this category include a high level of technology/growth companies, which did well in 2019-2021, but are down considerably so far in 2022.
Samuel serves as Senior Vice President, Chief Investment Officer for the Crews family of banks. He manages the individual investment holdings of his clients, including individuals, families, foundations, and institutions throughout the State of Florida. Samuel has been involved in banking since 1996 and has more than 20 years experience working in wealth management.
Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal.