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S&P 500 historical risk & return 1926-2019

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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Longevity risk: Probability of 65-year-olds living to select ages

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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Worlds apart: Savers and spenders experience different paths

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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Stocks and bonds have done well in various inflation environments

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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Long-run returns of key asset classes offer important lessons for asset allocators

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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The US has had an extraordinary last decade

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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Real asset class returns 1976-2019

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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The cost of waiting

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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Returns on a 60/40 balanced portfolio are expected to be roughly half of what investors realized over the last decade

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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Aggregate fixed income appears to be fairly valued, but pockets are stretched

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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