Patrick Bourbon, CFA, CFP®

Your Personal CFO - Founder BFM - Board IIT Stuart - Chairman Stuart Investments #WealthManagement #Retirement #FinancialPlanning #AssetAllocation

[Patrick Bourbon, CFA, CFP® @pbourbon]

Best, Worst, and Average Rolling 18-Year Periods (Barclays Capital 1983-2025)

https://t.co/B0gMWUM9NQ

[Patrick Bourbon, CFA, CFP® @pbourbon]

College Tuition vs. Other Expenses (BLS Since 1983)

https://t.co/cJyTUaUD6j

[Patrick Bourbon, CFA, CFP® @pbourbon]

Historical Rolling Best and Worst Annualized Total Returns (Creative Planning 1928-2025)

https://t.co/xc8l27YtkD

[Patrick Bourbon, CFA, CFP® @pbourbon]

Inflation Through the History of Fiat Money (Finaeon Since 1210)

https://t.co/AnWP3TtHQE

[Patrick Bourbon, CFA, CFP® @pbourbon]

The Key To Happiness (Jon Luskin)

https://t.co/dWOhJbPSDI

[Patrick Bourbon, CFA, CFP® @pbourbon]

Average S&P 500 Performance After Oil Shocks (Bloomberg 1973, 1979, 1990, 2022)

https://t.co/ku3zINkV0c

[Patrick Bourbon, CFA, CFP® @pbourbon]

Volatility In Stocks Is Normal (Ritholtz 1928-Present)

https://t.co/RVHLizL3Yy

[Patrick Bourbon, CFA, CFP® @pbourbon]

Relative Performance of Selected Assets Over Discrete Five-Year Periods From 1995-2025

https://t.co/ARdUCn7Vv6

[Patrick Bourbon, CFA, CFP® @pbourbon]

Rolling 36-Month Relative Performance

https://t.co/0Kg02mqzjq

[Patrick Bourbon, CFA, CFP® @pbourbon]

Rolling ten-year performance for US size factor (%)

https://t.co/BBG79xFVoB

[Patrick Bourbon, CFA, CFP® @pbourbon]

Range of stock, bond and blended total returns

https://t.co/mGedVkUvip

[Patrick Bourbon, CFA, CFP® @pbourbon]

If you're age 65 today, the probability of living to a specific age or beyond

https://t.co/FQ6cOgZbyi

[Patrick Bourbon, CFA, CFP® @pbourbon]

The G7's Declining Share of World GDP and Population (World Bank 1975-2024)

https://t.co/uq8npseAOI

[Patrick Bourbon, CFA, CFP® @pbourbon]

The nominal returns of a 60/40 had struggled to keep up with inflation in recent years

https://t.co/W27YA5fyq3

[Patrick Bourbon, CFA, CFP® @pbourbon]

Lettre d'information de votre élu libre et indépendant Patrick Bourbon - https://t.co/zHtKyRVJqk

[Patrick Bourbon, CFA, CFP® @pbourbon]

Lettre d'information de votre élu libre et indépendant Patrick Bourbon - https://t.co/XWSn69KTr3

[Patrick Bourbon, CFA, CFP® @pbourbon]

Lettre d'information de votre élu libre et indépendant Patrick Bourbon - https://t.co/M6dZzSZKNc

[Patrick Bourbon, CFA, CFP® @pbourbon]

Lettre d'information de votre élu libre et indépendant Patrick Bourbon - https://t.co/jBaiIDvvKh

[Patrick Bourbon, CFA, CFP® @pbourbon]

Lettre d'information de votre élu libre et indépendant Patrick Bourbon - https://t.co/6VQtaembOM

[Patrick Bourbon, CFA, CFP® @pbourbon]

Lettre d'information de votre élu libre et indépendant Patrick Bourbon - https://t.co/AuT2NBPRVX