Blog

20-year/30-year treasury yield curve since 1977

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

Economy

A tax-advantaged 529 plan has the potential to grow more quickly than a taxable investment earning the exact same returns

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

Returns

The typical family pays more than expected for college from their own pocket

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

Economy

Shareholder wealth creation in excess of one-month US T-bills, 1926-2016

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

Economy

College tuition vs. other expenses

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

Economy

Planning ages for 65-year-olds from the longevity illustrator

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

Economy

10-year government bond yields

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

Economy

International stocks have been comparatively weak when the USD rises - and comparatively strong when it falls

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

Economy

Historically, a 30% or greater decline in the S&P 500 index has led to strong forward returns, albeit not in a straight line

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

Returns

Projected starting safe withdrawal rates, by asset allocation and time horizon

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

Asset Allocation

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