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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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Valuation and Gold's Real Expected Return

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

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Assets are dominant in the World Portfolio, both in equities and bonds

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

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Cumulative Price Increases in the US over the Last 5 Years

Submitted by Your Personal CFO - Bourbon Financial Management on June 11th, 2026

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3-Year Annualized Inflation & 60/40 Portfolio Return

Submitted by Your Personal CFO - Bourbon Financial Management on June 11th, 2026

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Top 40 Jobs Most Exposed to AI

Submitted by Your Personal CFO - Bourbon Financial Management on June 11th, 2026

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EM local debt has dominated DM debt alternatives in diversifying away from the USD

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

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Outperformance by Morningstar Category: Short-Term Bond vs. Ultrashort Bonds (%)

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

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Phaseouts and breakpoints (MFJ)

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

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Rolling 10-year Excess Returns: High vs. Low-Quality U.S. Stocks

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

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