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Tight credit spreads show the need for selectivity (Source: Capital Group)

Submitted by Your Personal CFO - Bourbon Financial Management on July 31st, 2021

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CPI percent fluctuations since 2000

Submitted by Your Personal CFO - Bourbon Financial Management on July 30th, 2021

Economy

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Two-year total returns: Bloomberg Barclays US aggregate index since 1993

Submitted by Your Personal CFO - Bourbon Financial Management on July 29th, 2021

Returns

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Timeline of previous vaccine development (years)

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

Economy

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Private equity index has exhibited lower volatility than public equity index since 2000

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

Returns

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PE index historically outpaces stock market index in all market cycles (2002-2019)

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

Returns

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Private equity index vs. public market indices since 1989

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

Returns

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Total real return indices since 1802

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

Economy

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Ownership of US corporate stock (Source: Tax Policy Center, 2019)

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

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Top-Half Domestic Funds of 2016 Were Unlikely to Repeat Their Accomplishments over 2017-2020 (Source: S&P Dow Jones Indices LLC)

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

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