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Active Fixed Income Managers Outperform Their Passive Peers (J.P. Morgan)

Submitted by Your Personal CFO - Bourbon Financial Management on June 30th, 2026

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Active Fixed Income Managers Outperform Their Passive Peers (J.P. Morgan)

Submitted by Your Personal CFO - Bourbon Financial Management on June 30th, 2026

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Best, Worst, and Average Rolling 18-Year Periods (Barclays Capital 1983-2025)

Submitted by Your Personal CFO - Bourbon Financial Management on June 30th, 2026

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Historical Rolling Best and Worst Annualized Total Returns (Creative Planning 1928-2025)

Submitted by Your Personal CFO - Bourbon Financial Management on June 29th, 2026

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Volatility In Stocks Is Normal (Ritholtz 1928-Present)

Submitted by Your Personal CFO - Bourbon Financial Management on June 28th, 2026

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Range of stock, bond and blended total returns

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

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The nominal returns of a 60/40 had struggled to keep up with inflation in recent years

Submitted by Your Personal CFO - Bourbon Financial Management on June 22nd, 2026

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S&P500 Value vs Growth: Relative Total Return

Submitted by Your Personal CFO - Bourbon Financial Management on June 21st, 2026

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Bloomberg US Aggregate Bond Index Yield to Worst (YTW) and Rolling 10-Year Returns

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

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5Y Total Return CAGR for Major Indices through Sept. 30, 2025

Submitted by Your Personal CFO - Bourbon Financial Management on June 12th, 2026

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