Skip to content

We are open until 2 p.m. on Christmas Eve, Tuesday, Dec. 24. All of our locations will be closed on Wednesday, Dec. 25.

Registration for free estate planning seminars is now open.

Get Started 863-222-7005

The Financial Blog

FEATURED RESOURCE

Chart Of The Day

chart shows number of times the debt ceiling has been lifted broken down by presidency, political party is marked in either red or blue

Chart of the Day: Debt Ceiling

Today’s Chart of the Day comes from Morningstar.com. In the last 40 years, the debt ceiling has gone up 53 times.

Read More

chart shows an analysis from January 19997 to February 2012

Chart of the Day: First 10 Years vs. Next 10 Years

Today’s Chart of the Day is from a BlackRock research paper on concentrated portfolio risks. In it, they graph the top 25 performing stocks over the..

Read More

chart shows safe withdrawal rate percentages

Chart of the Day: 4.2% Withdrawal Rule

Today's chart from Morningstar shows there is a 90% chance you would not run out of money during your life following these projected safe withdrawal..

Read More

cost of private education in bright blue, public four-year in dark blue, and public two-year in grey/blue

Chart of the Day: 50 Year Cost of College

Today’s Chart of the Day provided from CNBC with data from The College Board shows the average cost of college adjusted for inflation since 1970.

Read More

Chart of the Day: North Port Made the List

Today's Chart of the Day includes the top 10 cities people moved to in 2022 according to Re:Venture Consulting, with data from the US Census Bureau...

Read More

Chart of the Day: Smartphones

Today we have two interesting charts from Bespoke.

Read More

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