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Best and worst rolling return period 2/91-4/16

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Inflation and commodity data from 2/91-4/16

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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US household trends since 1977

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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$15,000 inflexible income cost, 65 year old healthy woman

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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A retiree invest $280,000 annuity with a 5.3% guaranteed lifetime withdrawal benefit

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Bonds needed today to fund $15,000 spending

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Yield comparison of various indexes (%) since 2000

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Market disturbances are a fact of life for investors

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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MSCI USA index sector returns (%) - before and after bear markets

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Valuation spreads - the cheapest quintile compared to the market average since 1926

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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