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Expected Returns by Asset Class: Past 5 Years vs. Next 5 Years

Submitted by Your Personal CFO - Bourbon Financial Management on May 2nd, 2025

Returns

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Relative Performance of U.S. Equities vs. Global Equities (1969–2024)

Submitted by Your Personal CFO - Bourbon Financial Management on May 2nd, 2025

Returns

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Expected Return Ranges and Asset Class Correlations for Private Markets

Submitted by Your Personal CFO - Bourbon Financial Management on May 1st, 2025

Asset Allocation

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S&P 500 Trailing Free Cash Flow and Price (1985–2024)

Submitted by Your Personal CFO - Bourbon Financial Management on May 1st, 2025

Valuation

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S&P 500 Trailing Free Cash Flow Yield (1985–2024)

Submitted by Your Personal CFO - Bourbon Financial Management on April 30th, 2025

Valuation

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Household Balance Sheet & Corporate Liquidity (1960–2024)

Submitted by Your Personal CFO - Bourbon Financial Management on April 30th, 2025

Economy

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Global Central Bank Easing Activity (1995-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on April 29th, 2025

Economy

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S&P 500 and U.S. Bond Index Correlation (1976–2024)

Submitted by Your Personal CFO - Bourbon Financial Management on April 29th, 2025

Returns

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U.S. Valuation at 20-Year Peak

Submitted by Your Personal CFO - Bourbon Financial Management on April 28th, 2025

Valuation

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Yield Comparison (2013–2024)