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S&P 500 Historical Returns with Major Events (1950–2020)

Submitted by Your Personal CFO - Bourbon Financial Management on August 29th, 2025

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MSCI China Cumulative Price Return (1993–2025)

Submitted by Your Personal CFO - Bourbon Financial Management on August 28th, 2025

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Bloomberg US Aggregate Total Return by Year (Since 1977)

Submitted by Your Personal CFO - Bourbon Financial Management on August 28th, 2025

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S&P 500 Top 10 Holdings (1980–2025)

Submitted by Your Personal CFO - Bourbon Financial Management on August 27th, 2025

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AAII Bull Survey and Year-Ahead Stock Returns by Decile

Submitted by Your Personal CFO - Bourbon Financial Management on August 27th, 2025

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Glide-Path Comparisons Among Target Date Fund Providers

Submitted by Your Personal CFO - Bourbon Financial Management on August 26th, 2025

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10 Year Annualized Return Forecasts by Asset Class (2025 Outlook)

Submitted by Your Personal CFO - Bourbon Financial Management on August 26th, 2025

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Geopolitical Risk: Cash is not your friend

Submitted by Your Personal CFO - Bourbon Financial Management on August 25th, 2025

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Public and Private Manager Dispersion Chart

Submitted by Your Personal CFO - Bourbon Financial Management on August 25th, 2025

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60/40 Portfolio Earnings and Yields

Submitted by Your Personal CFO - Bourbon Financial Management on August 24th, 2025

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