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Returns

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Fixed income yields and forward returns

Submitted by Your Personal CFO - Bourbon Financial Management on February 25th, 2026

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S&P 500 intra-year declines vs. calendar year returns

Submitted by Your Personal CFO - Bourbon Financial Management on February 25th, 2026

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Growth sectors are outperforming in the US, while Value sectors are leading the rest of the world

Submitted by Your Personal CFO - Bourbon Financial Management on February 24th, 2026

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Don't Fear All-time-Highs

Submitted by Your Personal CFO - Bourbon Financial Management on February 23rd, 2026

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Comparison of 1-Year vs. 25-Year Annualized S&P 500 Total Returns

Submitted by Your Personal CFO - Bourbon Financial Management on February 19th, 2026

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After-Tax Index, Median Pre-Tax, and Median After-Tax Large-Cap Core Fund Annualized vs. S&P 500

Submitted by Your Personal CFO - Bourbon Financial Management on February 18th, 2026

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Real 10-Year Total Returns

Submitted by Your Personal CFO - Bourbon Financial Management on February 18th, 2026

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Scenario analysis by fixed income asset

Submitted by Your Personal CFO - Bourbon Financial Management on February 16th, 2026

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Long-Term Non-US Stock Performance Through June 2025

Submitted by Your Personal CFO - Bourbon Financial Management on February 13th, 2026

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Long Term Returns on Stocks, Bonds, and T-Bills, 1926 to June 2025

Submitted by Your Personal CFO - Bourbon Financial Management on February 13th, 2026

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