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.
Today’s Chart of the Day from a Bloomberg article discusses Exxon Mobil's exclusion from the Dow Jones Industrial Average Index. The chart shows that out of the top 15 companies in the United States, more than half, noted in black, are excluded.
Today’s Chart of the Day from the Wall Street Journal shows that home prices are falling on the West Coast of the U.S. and rising in the East.
Today’s Chart of the Day from J.P. Morgan shows the history of the 10-year Treasury yield and the “real” yield, which is what you have left after you subtract inflation.
Today’s Chart of the Day is a great checklist from MarketWatch.com. As an example, I store this information in the notes of “My Card," in Contacts on my iPhone.
Today’s Chart of the Day from the Financial Times shows that the U.S. currently makes up about half of the world's stock market.
There used to be a bank on every corner; however, today’s Chart of the Day from BlackRock shows a 71% decline in US banks since 1980. Why?
Today’s Chart of the Day from Bespoke shows the difference in price, excluding dividends, if you owned the S&P 500 only during the day after it went up the previous day (blue) vs. owning it after it went down the previous day (orange).
Creating a comprehensive estate plan is a critical step in ensuring that your wishes are honored, and your loved ones are protected. Two essential components of any effective estate plan are wills and trusts. While both serve to distribute assets upon your passing, they possess distinct features and advantages. Let’s explore the importance of having wills and trusts and shed light on how they can provide peace of mind and financial security for you and your family.
Today’s Chart of the Day shows the Gross Domestic Product (GDP) per person growing 2% per year since 1870.
Today’s Chart of the Day shows 11 of the largest companies and which brands/products they own and distribute.
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