Returns

Real annualized returns (%) on equities versus bonds and bills internationally, 1900-2022

Submitted by Your Personal CFO - Bourbon Financial Management on March 22nd, 2023

Returns

Distribution of excess lifetime returns on individual stocks vs. Russell 3000, 1980-2020

Submitted by Your Personal CFO - Bourbon Financial Management on March 22nd, 2023

Returns

US national home price changes (1891-2022)

Submitted by Your Personal CFO - Bourbon Financial Management on March 22nd, 2023

Returns

Average annual returns at different inflation rates (1970-2020)

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

Returns

Funds in the Morningstar core and core-plus categories have offered strong risk-adjusted returns

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

Returns

A tax-advantaged 529 plan has the potential to grow more quickly than a taxable investment earning the exact same returns

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

Returns

Historically, a 30% or greater decline in the S&P 500 index has led to strong forward returns, albeit not in a straight line

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

Returns

Average annual stock market returns (1940-2020)

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

Returns

Correlation between S&P 500 return and 10-year treasury yield

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

Returns

US large-cap domestic funds annual returns vs. the S&P 500, 1996-2020

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

Returns

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