Blog

Small-Cap & Large-Cap Market Cycles (12/31/1931-11/30/2024)

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

Economy

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Small-Cap Value and Small-Cap are the Only Indexes Near Their Historical Average

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

Returns

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Today yields are at a much stronger starting point when compared to Q4 2021 (%)

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

Returns

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Why Yields Matters: Higher yields anchor return potential (%)

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

Returns

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Bloomberg U.S. Aggregate Return Distribution when starting yields are between 4-5%

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

Returns

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Higher returns have historically followed higher starting yields (%) (1976-2024)

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

Returns

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The Case for Investing in International Markets (%) (2013-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on July 23rd, 2025

Returns

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Investors need to manage equity sell-offs, regardless of their origin (%)

Submitted by Your Personal CFO - Bourbon Financial Management on July 23rd, 2025

Returns

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When stocks decline, Treasuries have provided attractive returns (%) (1929-2022)

Submitted by Your Personal CFO - Bourbon Financial Management on July 22nd, 2025

Returns

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High quality core bonds may be able to deliver more attractive returns than equities (5-year annualized return)