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Long-run returns of key asset classes offer important lessons for asset allocators

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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The US has had an extraordinary last decade

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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Real asset class returns 1976-2019

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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The cost of waiting

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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Returns on a 60/40 balanced portfolio are expected to be roughly half of what investors realized over the last decade

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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Aggregate fixed income appears to be fairly valued, but pockets are stretched

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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Low expected returns for global equities, but opportunities exist

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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Bonds can still do well in rising rate environments

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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Real S&P/Case-Shiller home price indexes year-over-year since 1985

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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Equity market 10-year outlook: Setting reasonable expectations

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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