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The Death of Mutual Funds for Taxable Investors

Submitted by Your Personal CFO - Bourbon Financial Management on February 17th, 2026

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June 30 YTD Asset Class Performance & 10-Year Forecast

Submitted by Your Personal CFO - Bourbon Financial Management on February 17th, 2026

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Asset Class Return, Risk: Sept 2004 to June 2025

Submitted by Your Personal CFO - Bourbon Financial Management on February 17th, 2026

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US, Non-US Stock Market Fundamentals

Submitted by Your Personal CFO - Bourbon Financial Management on February 16th, 2026

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U.S. federal government finances vs. total debt

Submitted by Your Personal CFO - Bourbon Financial Management on February 16th, 2026

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Scenario analysis by fixed income asset

Submitted by Your Personal CFO - Bourbon Financial Management on February 16th, 2026

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Long-Term Non-US Stock Performance Through June 2025

Submitted by Your Personal CFO - Bourbon Financial Management on February 13th, 2026

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Lost decade (Dot-Com Bust & Global Financial Crisis)

Submitted by Your Personal CFO - Bourbon Financial Management on February 13th, 2026

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Long Term Returns on Stocks, Bonds, and T-Bills, 1926 to June 2025

Submitted by Your Personal CFO - Bourbon Financial Management on February 13th, 2026

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U.S. Aggregate Index Inflation-Adjusted Yield

Submitted by Your Personal CFO - Bourbon Financial Management on February 12th, 2026

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