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Inflation and Taxes Have Had Significant Effect on CD Returns

Submitted by Your Personal CFO - Bourbon Financial Management on August 23rd, 2025

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Past Performance vs Future Results in Equity Funds

Submitted by Your Personal CFO - Bourbon Financial Management on August 23rd, 2025

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Active Fund Survival Rates by Morningstar Category

Submitted by Your Personal CFO - Bourbon Financial Management on August 22nd, 2025

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Active Funds' Average Trailing 10 Year Returns and Fees

Submitted by Your Personal CFO - Bourbon Financial Management on August 22nd, 2025

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Active Fund Success Rates by Category (1–20 Years)

Submitted by Your Personal CFO - Bourbon Financial Management on August 21st, 2025

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European Value vs Growth Trailing P/E (1980 - 2024)

Submitted by Your Personal CFO - Bourbon Financial Management on August 21st, 2025

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S&P 500 Annual Returns (%) (1926-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on August 17th, 2025

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Asset Class Returns by Decade (%) (1930s-2020s)

Submitted by Your Personal CFO - Bourbon Financial Management on August 16th, 2025

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The Buffett Valuation Metric: Largest 50 Stocks Market Cap to GDP (%) (1989-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on August 16th, 2025

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S&P 500 Index Annual Total Returns (%) (1926-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on August 15th, 2025

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