Blog

S&P 500 Performance (1953-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on May 31st, 2025

Returns

Global vs. U.S. Equity Market Capitalization (2004–2024)

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

Valuation

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10-Year Yield Response After Fed Rate Cuts 2024 vs. History

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

Economy

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10Y Yield vs. Fed Funds Rate Divergence 2024

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

Economy

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Diversification and Risk by Asset Class

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

Asset Allocation

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S&P 500 Forecast vs. Reality: Analyst Misses from 2000–2024

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

Returns

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20-Year Historical Returns vs. Volatility: Traditional vs. Real Asset Portfolios

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

Returns

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S&P 500 Bear Market Recoveries: Troughs to Peaks (1949–2024)

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

Returns

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U.S. Equities vs. Global Equities: Relative Performance Since 1969

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

Returns

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2025 J.P. Morgan Long-Term Return Forecasts by Asset Class and Region

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

Returns

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