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Percentage of US equity funds underperforming their benchmarks

Submitted by Your Personal CFO - Bourbon Financial Management on March 29th, 2023

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How often is the stock market positive?

Submitted by Your Personal CFO - Bourbon Financial Management on March 29th, 2023

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Average US equity holding period (years) since 1975

Submitted by Your Personal CFO - Bourbon Financial Management on March 29th, 2023

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Investors say they need $3 million or more to retire with ease

Submitted by Your Personal CFO - Bourbon Financial Management on March 29th, 2023

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S&P 500 annualized total return (%) since 1940

Submitted by Your Personal CFO - Bourbon Financial Management on March 29th, 2023

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Life expectancies by income level

Submitted by Your Personal CFO - Bourbon Financial Management on March 29th, 2023

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Retirement expectations vs. reality

Submitted by Your Personal CFO - Bourbon Financial Management on March 29th, 2023

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Inflation-adjusted spending for a age 65 retiree

Submitted by Your Personal CFO - Bourbon Financial Management on March 29th, 2023

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Medical inflation vs. general inflation

Submitted by Your Personal CFO - Bourbon Financial Management on March 29th, 2023

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An international perspective on historical returns

Submitted by Your Personal CFO - Bourbon Financial Management on March 29th, 2023

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