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REIT Allocation & Investor Objectives (2009–2025)

Submitted by Your Personal CFO - Bourbon Financial Management on September 18th, 2025

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Excess Returns of Active Bond Funds

Submitted by Your Personal CFO - Bourbon Financial Management on September 17th, 2025

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Excess Returns of Active Large-Blend Funds

Submitted by Your Personal CFO - Bourbon Financial Management on September 17th, 2025

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Top State Income Tax Rates (2025)

Submitted by Your Personal CFO - Bourbon Financial Management on September 16th, 2025

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Diversification Across Decades (1970–2024)

Submitted by Your Personal CFO - Bourbon Financial Management on September 16th, 2025

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U.S. Stock Market Real Peak Values & Crashes (1870–2025)

Submitted by Your Personal CFO - Bourbon Financial Management on September 15th, 2025

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U.S. Dollar Index (1920–2025)

Submitted by Your Personal CFO - Bourbon Financial Management on September 15th, 2025

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S&P 500 Index & Trendline Growth (1925–2025)

Submitted by Your Personal CFO - Bourbon Financial Management on September 14th, 2025

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S&P 500 & ACWI Yields vs. Secular Trends (1925–2024)

Submitted by Your Personal CFO - Bourbon Financial Management on September 14th, 2025

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Efficient Frontier by Decade (1960–2014)

Submitted by Your Personal CFO - Bourbon Financial Management on September 13th, 2025

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