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Historical Active Fixed-Income Funds' Success Rate (%)

Submitted by Your Personal CFO - Bourbon Financial Management on March 10th, 2026

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Rolling 3-Year S&P 600 (Small Cap) Returns minus Rolling 3-Year S&P 500 (Large Cap) Returns

Submitted by Your Personal CFO - Bourbon Financial Management on March 10th, 2026

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Growth of $2000 Invested Annually in the S&P 500 from 2005-2024

Submitted by Your Personal CFO - Bourbon Financial Management on March 10th, 2026

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Global Housing Shortage

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2026

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Historical Active Equity Funds' Success Rate (%)

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2026

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US Equity index P/E valuations vs. history

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2026

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60/40 can have long periods of weak returns

Submitted by Your Personal CFO - Bourbon Financial Management on March 8th, 2026

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Market Crash Timeline: Growth of $1 and the US Stock Market's Real Peak Values

Submitted by Your Personal CFO - Bourbon Financial Management on March 8th, 2026

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Buyout DPI by Fund Size (MSCI-Burgiss All Funds)

Submitted by Your Personal CFO - Bourbon Financial Management on March 8th, 2026

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Agency MBS spreads have widened meaningfully and are near historical wides

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2026

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