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Investor-return gap for taxable-bond funds

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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The inversion between long and short US rates hasn't been this big since 2000

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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FMS asset allocation to global stocks at all-time low since 2002

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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Intermediate-bond funds: Flows and performance since 1994

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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US stock market average returns: 1928-2021

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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Average investor allocation to equities vs. 10-year forward annualized price return since 1951

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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Real total return $1000 rolling 10-year returns since 1905

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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Family office allocations

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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Asset allocation by institutional segment

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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Case-Shiller US national average home price index 2-year change since 1989

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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