Economy

Total return over during crisis

Submitted by Your Personal CFO - Bourbon Financial Management on October 21st, 2024

Economy

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Allocation and Drawdowns of Traditional Equity Portfolios (Bloomberg 1987-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on October 18th, 2024

Economy

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Small is less than 4% of the US equity market (Jefferies 1930-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on October 14th, 2024

Economy

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Rolling Three-Year Correlations vs Stocks (Morningstar 1974-2022)

Submitted by Your Personal CFO - Bourbon Financial Management on October 8th, 2024

Economy

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CPI select categories (y/y % change) (Charles Schwab)

Submitted by Your Personal CFO - Bourbon Financial Management on October 4th, 2024

Economy

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Bloomberg U.S. Corporate High Yield BB excl. Energy (Bloomberg 1994-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on September 26th, 2024

Economy

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Total Equity Returns in Various Countries by Decade (1970-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on September 24th, 2024

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Projected Life Expectancy for a 65-Year-Old, Based on Sex at Birth & Health (HealthView Services)

Submitted by Your Personal CFO - Bourbon Financial Management on September 23rd, 2024

Economy

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Asset class returns (Bloomberg 2010-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on September 20th, 2024

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Monthly returns for US-based investors since 1995