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 is from J.P. Morgan’s updated Guide to Retirement. It calculates your total return having missed the 30 best days for last 20 years ending 2022.
Today’s Chart of the Day from the Wall Street Journal shows the share of taxes paid vs. the share of total income. The $100,000-$500,000 range is pretty even, while those making more than $1 million, who only have a 15% share, pay nearly 40% of total taxes.
Today's Chart of the Day looks at the statistics of transportation safety. I think everyone already suspects this, but I was surprised by the scale. You are 30 times more likely to die on a motorcycle than in a car. Also, you are 100 times more likely to die in a car than a plane.
Today’s Chart of the Day from Bloomberg shows the net growth of Exchange Trade Funds (ETFs), in blue, versus the loss from Mutual Funds, in black. Last year was especially brutal when the downturn allowed investors to finally exit their positions with less capital gain.
Today’s Chart of the Day is from @Mark_J_Perry on Twitter and is called, “The Chart of the Century.” It shows price changes of various goods and services from January 2000-June 2022 and the private sector doing a good job making things more affordable.
