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Managing money and investments does not prepare clients for the certainty of uncertainty

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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Four investment paths through good and bad years since 1926

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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US long bond since 1978

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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Daily S&P 500 index since 1928, alongside recessions and bottoms

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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US bear markets & recoveries since the 1800's

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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Good years have outnumbered bad years since 1926

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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Average retail investor portfolio (drawdown %)

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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Investor-return gap for taxable-bond funds

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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The inversion between long and short US rates hasn't been this big since 2000

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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FMS asset allocation to global stocks at all-time low since 2002

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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