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Potential impact of taxes over time (Morningstar 2019)

Submitted by Your Personal CFO - Bourbon Financial Management on April 27th, 2021

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Markets and Presidents (Bloomberg Data 1900-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on April 26th, 2021

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Foreigners Very Bullish (Charles Schwab 1979-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on April 25th, 2021

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Annual Rise in Rates the Bond Market Can Withstand and Remain Positive (Bloomberg Data 1991-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on April 24th, 2021

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Barclays Aggregate Bond Index Yield - S&P 500 Dividend Yield (Bloomberg Data 1991-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2021

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Avg. Annual S&P 500 Performance (Strategas Research 1933-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on April 22nd, 2021

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Annualized Returns (Dalbar 2009-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on April 21st, 2021

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Our base-case five-year expected return for the Traditional 60/40 is less than 1%

Submitted by Your Personal CFO - Bourbon Financial Management on April 20th, 2021

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Duration in the Agg Index (1996-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on April 19th, 2021

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Small caps have outperformed their large-cap cousins (Morningstar 2005-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on April 18th, 2021

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