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Average Estimated Full Time Undergraduate Budgets (Enrollment Weighted) (2024-2025)

Submitted by Your Personal CFO - Bourbon Financial Management on June 26th, 2025

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Real Gold Price (Inflation-Adjusted) (1980-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on June 26th, 2025

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Hypothetical Withdrawal Rates for Time Horizon & Portfolio Allocation (%)

Submitted by Your Personal CFO - Bourbon Financial Management on June 25th, 2025

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Gold - Annual Returns (1971-2025)

Submitted by Your Personal CFO - Bourbon Financial Management on June 25th, 2025

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S&P 500 Bear Markets (1929-Present)

Submitted by Your Personal CFO - Bourbon Financial Management on June 25th, 2025

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Sequence of Returns Risk

Submitted by Your Personal CFO - Bourbon Financial Management on June 24th, 2025

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Average Annualized Monthly Total Returns (%) (1997-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on June 24th, 2025

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Consensus S&P 500 Estimates vs Actual Returns (2018-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on June 24th, 2025

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Historical Stock and Bond Return Ranges

Submitted by Your Personal CFO - Bourbon Financial Management on June 24th, 2025

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