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S&P 500 annualized trailing 20 year total returns 1927 - August 2021

Submitted by Your Personal CFO - Bourbon Financial Management on October 28th, 2021

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S&P 500, log scale, from 1927 to August 2021

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

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Adding alternatives can increase diversification when stocks and bonds are positively correlated

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

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International: Price-to-earnings discount and dividend yields vs. US since 2001

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

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Nominal and real 10-year Treasury yields since 1958

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

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Top Half Domestic Funds of 2016 Were Unlikely to Repeat their Accomplishments over 2017-20 (S &P Dow Jones Indices)

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

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Factor Performance Rankings, Developed Markets (Source: Research Affiliates)

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

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Ten Largest Market-Capitalization Stocks in the World at the Beginning of Each Year (Source: Research Affiliates)

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

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The Vanguard 529 Plan Glide Path vs. Actual Portfolio Allocation to Equity (Source: Morningstar)

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

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Growth of CPI vs. Tuition Inflation (Source: US Bureau of Labor Statistics)

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

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