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Returns

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S&P 500 Annual Returns: 1926-2024

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

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Small-Caps Near Historic Low Versus Large-Caps (%) (1988-2024)

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

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Inflation and Taxes have had a significantly Negative Effect on CD Returns (2005-2024)

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

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Rolling Three-Year US Long-Term Nominal (Before Inflation) Bond Total Returns (%) (1802-2022)

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

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Private Debt as the All-Weather Alternative

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

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S&P 500 - Top 10 vs. 490 Equal Weighted (%) (1957-2022)

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

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Gold has been an Inconsistent Stock Exchange

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

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Treasury Bonds have been an Inconsistent Stock Hedge

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

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U.S. Corporate Exceptionalism Is Priced In Their Stocks (%) (1980-2020)

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

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Secular Bull & Bear Markets: S&P 500 Index (1920-2025)

Submitted by Your Personal CFO - Bourbon Financial Management on June 27th, 2025

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