Englewood Bank & Trust Financial Blog

Samuel A. Kiburz

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.

Vanguard vs. iShares by BlackRock

Since we use both Vanguard and iShares by BlackRock Exchange Traded Funds (ETFs) extensively, one of my pleasures over the last few years has been seeing each company try to outdo the other by lowering costs. As they continue to lower costs, they gather more and more investments. As referenced in a recent Bloomberg article, together they account for 64% of the ETF market as Vanguard is getting close to the size of BlackRock.

Market Update, Economy, Chart of the Day

03/4/22

The Market Response after Eight Days of Conflict

It’s hard to do commentary when in the morning, the markets are down, and by lunch they are level, and by the close they might be up, and vice versa.

Chart of the Day, Managing your Wealth

03/1/22

Too Much Cash

In a compelling article by BlackRock, they make an argument that even though we are facing higher than normal inflation and turmoil, that fear is driving investors to hold too much cash.

Market Update, Chart of the Day

02/24/22