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Returns

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Returns after 15% Drawdowns

Submitted by Your Personal CFO - Bourbon Financial Management on June 27th, 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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DXY Index: Weekly Prices

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

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S&P Is At All-Time Peaks in Valuation (1900-2030)

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

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Saving Consistently Over Time Can Better Prepare for Future Education Expenses (Over 15 Years)

Submitted by Your Personal CFO - Bourbon Financial Management on June 26th, 2025

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Annualized Return of S&P 500 since the Peak of Every Bull Market

Submitted by Your Personal CFO - Bourbon Financial Management on June 26th, 2025

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Hypothetical Withdrawal Rates for Time Horizon & Portfolio Allocation (%)

Submitted by Your Personal CFO - Bourbon Financial Management on June 25th, 2025

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Gold - Annual Returns (1971-2025)

Submitted by Your Personal CFO - Bourbon Financial Management on June 25th, 2025

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S&P 500 Bear Markets (1929-Present)

Submitted by Your Personal CFO - Bourbon Financial Management on June 25th, 2025

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