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Patrick Bourbon | Jun 25, 2025

The Annuity Advantage in a Lower Return Environment - Market Performance (1950-2023) vs. "Slow Growth, Low Inflation" Economy

Returns

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Patrick Bourbon | Jun 25, 2025

S&P 500 Bear Markets (1929-Present)

Returns

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Patrick Bourbon | Jun 24, 2025

Sequence of Returns Risk

Returns

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Patrick Bourbon | Jun 24, 2025

Average Annualized Monthly Total Returns (%) (1997-2024)

Returns

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Patrick Bourbon | Jun 24, 2025

Consensus S&P 500 Estimates vs Actual Returns (2018-2024)

Returns

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Patrick Bourbon | Jun 24, 2025

Historical Stock and Bond Return Ranges

Returns

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Patrick Bourbon | Jun 23, 2025

Russell 2000 Value Index vs Russell 2000 Growth Index: Valuation Trends (1997-2024)

Returns

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Patrick Bourbon | Jun 23, 2025

Asset Class Returns by Decade

Asset Allocation

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Patrick Bourbon | Jun 23, 2025

Performance Cycle Details: Small Cap Value vs All Other Small Cap (1963-2024)

Returns

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Patrick Bourbon | Jun 23, 2025

S&P 500: Max Intra-Year Drawdowns vs. End of Year Total Returns (1950-2025)

Returns

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Patrick Bourbon | Jun 22, 2025

R2000V Forward P/E Ratio vs R2000V Forward P/E Ratio Divided By R2000G Forward PE Ratio (2004-2024)

Returns

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Patrick Bourbon | Jun 22, 2025

Recession and Stock Market Drawdowns (1925-2022)

Economy

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