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Returns

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U.S. Small Cap VS. U.S. Large Cap Since 2000

Submitted by Your Personal CFO - Bourbon Financial Management on May 22nd, 2024

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U.S. Small Cap Quality Performance Since 1976

Submitted by Your Personal CFO - Bourbon Financial Management on May 22nd, 2024

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7-Year Asset Class Real Return Forecasts

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

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Total Returns Across Fixed Income Following Fed Peaks

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

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High Trading Cost Also Impact Returns

Submitted by Your Personal CFO - Bourbon Financial Management on May 13th, 2024

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Long-Term Bonds Worst Returns (1950-1981)

Submitted by Your Personal CFO - Bourbon Financial Management on February 11th, 2024

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Rolling 10-year US Stock Returns since 1914

Submitted by Your Personal CFO - Bourbon Financial Management on February 3rd, 2024

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Stock Yields vs. Bond Yields: 1926-2023

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

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Cash yields typically decline sharply following the Fed’s final hike

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

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There have always been reasons to sell, but markets have been resilient

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

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