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Tax Rates for Income and Capital Gains (1916-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on November 21st, 2024

Wealth Management

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As the S&P500 hits all-time high, investors question if now is a good time to invest (FactSet 1974-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on November 21st, 2024

Economy

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Setting the Scene for a New Era of Investing (Morningstar)

Submitted by Your Personal CFO - Bourbon Financial Management on November 20th, 2024

Wealth Management

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Citi US Economic Surprise Index (Bloomberg 2000-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on November 20th, 2024

Economy

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Small-Cap vs S&P500 iNDEX (Bloomberg 2000-2010)

Submitted by Your Personal CFO - Bourbon Financial Management on November 19th, 2024

Returns

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Small and Mid-Cap vs Large-Cap Tech (Bloomberg 2000-2010)

Submitted by Your Personal CFO - Bourbon Financial Management on November 19th, 2024

Returns

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Small Cap Stocks Have Won Over Time (Morningstar 1926-20023)

Submitted by Your Personal CFO - Bourbon Financial Management on November 18th, 2024

Returns

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Worst Rates Of Return Over Lengthy Holding Periods (McQuarrie)

Submitted by Your Personal CFO - Bourbon Financial Management on November 18th, 2024

Returns

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Households by Income Percentile (FED)

Submitted by Your Personal CFO - Bourbon Financial Management on November 15th, 2024

Economy

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Warren Buffett's surging cash pile (1992-2023)