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Historical relationship suggests higher starting equity valuations can lead to lower returns

Submitted by Your Personal CFO - Bourbon Financial Management on June 4th, 2026

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Four Countries Housing Price & Disposable Income Inflation-Adjusted Growth: 1975-2025

Submitted by Your Personal CFO - Bourbon Financial Management on June 3rd, 2026

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History of US Bond Yields

Submitted by Your Personal CFO - Bourbon Financial Management on June 3rd, 2026

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High Yield Municipal Valuations

Submitted by Your Personal CFO - Bourbon Financial Management on June 3rd, 2026

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US Corporate Credit Option Adjusted Spreads

Submitted by Your Personal CFO - Bourbon Financial Management on June 2nd, 2026

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Performance of Major Currencies Against the US Dollar

Submitted by Your Personal CFO - Bourbon Financial Management on June 2nd, 2026

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Countries with the highest wealth per person

Submitted by Your Personal CFO - Bourbon Financial Management on June 2nd, 2026

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Starting Safe Withdrawal Rate %, by Asset Allocation and Time Horizon, 90% Success Rate

Submitted by Your Personal CFO - Bourbon Financial Management on June 1st, 2026

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Asset Class Total Returns Since 2011 (Data via YCharts as of 12/5/25)

Submitted by Your Personal CFO - Bourbon Financial Management on June 1st, 2026

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Market Cap Weight of US S&P Indexes

Submitted by Your Personal CFO - Bourbon Financial Management on June 1st, 2026

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