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Deviating from a sound investment plan has tended to erode returns (1993-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on July 11th, 2025

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MSCI All Country World Index (2000-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on July 11th, 2025

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Real Gold Price in April 2025 terms

Submitted by Your Personal CFO - Bourbon Financial Management on July 10th, 2025

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S&P 500-United States (1955-2025)

Submitted by Your Personal CFO - Bourbon Financial Management on July 10th, 2025

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On Average, Stock Market Downturns are Positive for Bonds

Submitted by Your Personal CFO - Bourbon Financial Management on July 9th, 2025

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S&P 500 posts 3rd biggest one-day gain since WWII

Submitted by Your Personal CFO - Bourbon Financial Management on July 9th, 2025

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The Buffett Indicator: Corporate Equities to GDP (1950-2025)

Submitted by Your Personal CFO - Bourbon Financial Management on July 8th, 2025

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50 Years of S&P 500 Corrections (1975-2025)

Submitted by Your Personal CFO - Bourbon Financial Management on July 8th, 2025

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75% of active real estate funds have outperformed passive in last 5 years

Submitted by Your Personal CFO - Bourbon Financial Management on July 7th, 2025

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Active Management is Winning Strategy in Real Estate Category

Submitted by Your Personal CFO - Bourbon Financial Management on July 7th, 2025

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