Patrick Bourbon | Jul 26, 2025 Small-Cap & Large-Cap Market Cycles (12/31/1931-11/30/2024) Economy Read More
Patrick Bourbon | Jul 26, 2025 Small-Cap Value and Small-Cap are the Only Indexes Near Their Historical Average Returns Read More
Patrick Bourbon | Jul 25, 2025 Today yields are at a much stronger starting point when compared to Q4 2021 (%) Returns Read More
Patrick Bourbon | Jul 25, 2025 Why Yields Matters: Higher yields anchor return potential (%) Returns Read More
Patrick Bourbon | Jul 24, 2025 Bloomberg U.S. Aggregate Return Distribution when starting yields are between 4-5% Returns Read More
Patrick Bourbon | Jul 24, 2025 Higher returns have historically followed higher starting yields (%) (1976-2024) Returns Read More
Patrick Bourbon | Jul 23, 2025 The Case for Investing in International Markets (%) (2013-2024) Returns Read More
Patrick Bourbon | Jul 23, 2025 Investors need to manage equity sell-offs, regardless of their origin (%) Returns Read More
Patrick Bourbon | Jul 22, 2025 When stocks decline, Treasuries have provided attractive returns (%) (1929-2022) Returns Read More
Patrick Bourbon | Jul 22, 2025 High quality core bonds may be able to deliver more attractive returns than equities (5-year annualized return) Returns Read More
Patrick Bourbon | Jul 21, 2025 S&P 500 Index Historical Risk & Return (1926-2024) Annualized Total Returns Returns Read More
