Returns

S&P 500 Intra-Year Declines VS. Calendar Year Returns Since 1980

Submitted by Your Personal CFO - Bourbon Financial Management on January 12th, 2018

S&P 500 Intra-Year Declines VS. Calendar Year Returns Since 1980.png

Submitted by Your Personal CFO - Bourbon Financial Management on January 5th, 2018

U.S. Equity Bull Markets Comparison Since 1932.png

Submitted by Your Personal CFO - Bourbon Financial Management on January 5th, 2018

Active vs. Passive for Emerging Markets Equity Funds.png

Submitted by Your Personal CFO - Bourbon Financial Management on January 5th, 2018

Actively Managed U.S. Funds that Outperformed the Index by Asset Class Since 1997.png

Submitted by Your Personal CFO - Bourbon Financial Management on December 1st, 2017

U.S. Expected Returns by Asset Class - 2018 vs. 2017.png

Submitted by Your Personal CFO - Bourbon Financial Management on December 1st, 2017

Equity Market Return Assumptions by Region - 2018 vs. 2017.png

Submitted by Your Personal CFO - Bourbon Financial Management on December 1st, 2017

Optimal Portfolios Comparison - 2018 vs 2017 and 2008 Assumptions.png

Submitted by Your Personal CFO - Bourbon Financial Management on November 17th, 2017

Annual Returns Across Portfolio Allocations Since 1900.png

Submitted by Your Personal CFO - Bourbon Financial Management on November 10th, 2017

Different Asset Classes Yields in Last 20 Years.png

Submitted by Your Personal CFO - Bourbon Financial Management on November 10th, 2017

U.S. Equity Returns and Volatilities Since 1801.png