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REIT Bull Market History

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

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Annualized Returns as of June 30, 2024

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

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S&P500 returns if you invested in different times

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

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US Large Company Stock Total Returns (Log Scale)

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

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A history of rate cuts

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

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Fixed Income Spread Percentile (% of Time Spent at or Below Current Spreads Historically)

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

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100% lump-sum investing versus DCA

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

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30Y mortgage vs 20Y yield

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

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Mortgage Rates

Submitted by Your Personal CFO - Bourbon Financial Management on January 6th, 2025

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How Engagement of College Seniors Compares

Submitted by Your Personal CFO - Bourbon Financial Management on January 6th, 2025

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