Skip to content

Live for today. Plan for tomorrow. Join us at an estate-planning seminar.

Get Started 863-222-7005

The Financial Blog

FEATURED RESOURCE

Chart Of The Day

Three bar charts illustrating the highs and lows of stock, bonds and a combination of 60% stocks and 40% bonds, with 2024 highlighted in green, the prior years from 2021-2023 in gold and the remaining years in gray.

Chart of the Day: Return Distributions

Today’s Chart of the Day from Vanguard shows the distribution of returns from 1928 to 2024, for stocks, bonds, and a combined 60% stock/40% bond..

Read More

blue chart showing 1% increase overtime

Chart of the Day: Atomic Habit of 1%

Today’s Chart of the Day is a little different than others, but one to think about. It’s from the book Atomic Habits by James Clear written in 2018.

Read More

Line chart illustrating the real US Housing Index starting in 1890 to present

Chart of the Day: Long Term Real Estate Prices

Today’s Chart of the Day, from OfDollarsndData, shows the Shiller inflation-adjusted value for US housing since 1890 and is the longest historical..

Read More

price of diamonds indicated by blue line on the chart

Chart of the Day: Are Diamonds Not Forever?

Today’s Chart of the Day comes from Bank of America and shows the price of diamonds going back 22 years. After spiking in 2022, diamond prices are..

Read More

Colored grid illustrating the GDP of various countries, color grouped by region.

Chart of the Day: Size of the World

Today’s Chart of the Day is from Visual Capitalist, looking at the $115 trillion world economy in 2025, broken down by county.

Read More

Bar chart with America US states and average in blue and other countries in orange

Chart of the Day: US vs. the Rest of the G7

Today’s Chart of the Day comes from Visual Capitalist showing the annual production per person of America’s richest states vs. the rest of the G7..

Read More

Chart is a grid that shows examples of the types of moats with examples and explanations in each grid.

Chart of the Day: Stock Moats

Today’s Chart of the Day is from Brian Feroldi and talks about the Five Types of Moats.

Read More

blue line chart with the median S&P 500 return in dark blue, and the historic average in a light blue

Chart of the Day: Eight Months

Today’s Chart of the Day from Nuveen shows that in all the recessions going back to 1953, on average, stocks hit their bottom six months into a..

Read More

Blue bar graph representing the distribution of returns for rolling 12-month periods for the stock market.

Chart of the Day: Stocks in the Rear View Mirror

Today’s Chart of the Day from a Morningstar article about “Buffer” ETFs (aka exchange-traded funds), shows the distribution of returns for rolling..

Read More