Englewood Bank & Trust Financial Blog (5)

06/15/23

Chart of the Day: West vs. East Prices

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.

Chart of the Day

06/14/23

Chart of the Day: Real Returns

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.

Chart of the Day

06/13/23

Chart of the Day: Personal Records

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.

06/12/23

Planning a Family Vacation

More than 60% of adults are hoping to take a vacation this year, according to a 2023 Bankrate survey, but of those adults, 80% are making adjustments to their plans due to rising costs. Making adjustments to your family vacation doesn’t have to mean sacrificing on traveling, and it doesn’t have to drain your bank account, either. We’ve put together some tips and tricks to help you plan for your family vacation, because no one wants to stress about money while traveling.

Chart of the Day

06/8/23

Chart of the Day: Opportunity in the U.S.

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.

Chart of the Day

06/7/23

Chart of the Day: Vanishing Banks

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?

Chart of the Day

06/6/23

Chart of the Day: Don't Chase the Trend

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).

Estate Planning, Managing your Wealth, Retirement

06/2/23

Securing Your Legacy: The Importance of Wills and Trusts

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.

Chart of the Day

06/1/23