Home > Blog

Blog

us.jpg   fr.jpg

S&P 500 Annual Returns: 1928-2023

Submitted by Your Personal CFO - Bourbon Financial Management on September 10th, 2023

image008.png

Retirees' own spending is apt to be variable over the life cycle

Submitted by Your Personal CFO - Bourbon Financial Management on September 10th, 2023

image007.png

Assumptions: Fixed real withdrawal system, 90% success rate

Submitted by Your Personal CFO - Bourbon Financial Management on September 5th, 2023

image006.png

Highest and Lowest Starting Safe Withdrawal Rates, by Asset Allocation

Submitted by Your Personal CFO - Bourbon Financial Management on September 5th, 2023

image005.png

Morningstar's 30-year asset-class return assumptions improved following 2022

Submitted by Your Personal CFO - Bourbon Financial Management on September 5th, 2023

image004.png

Actual vs. Reversed historical return sequence (1973-1993)

Submitted by Your Personal CFO - Bourbon Financial Management on September 5th, 2023

image003.png

U.S. Market Downturns, Recoveries, and Expansions since 1926

Submitted by Your Personal CFO - Bourbon Financial Management on September 5th, 2023

image002.png

US Small Cap indices annual return (%) since 2002

Submitted by Your Personal CFO - Bourbon Financial Management on September 5th, 2023

image001.png

Average annualized outperformance of companies before and after the first year they became one of the 10 largest in US

Submitted by Your Personal CFO - Bourbon Financial Management on September 1st, 2023

Picture7.png

Years with inflation above the returns of both stocks and bonds

Submitted by Your Personal CFO - Bourbon Financial Management on September 1st, 2023

Picture6.png

Syndicate content