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Morningstar Large Blend Over Rolling 1-Year, 3-Year, 5-Year and 10-Year Time Periods

Submitted by Your Personal CFO - Bourbon Financial Management on April 6th, 2018

Morningstar Large Blend Over Rolling 1-Year, 3-Year, 5-Year and 10-Year Time Periods.png

Percent of Active Funds Outperforming the Index Over Rolling 1-Year, 3-Year, 5-Year and 10-Year Time Periods

Submitted by Your Personal CFO - Bourbon Financial Management on April 6th, 2018

Percent of Active Funds Outperforming the Index Over Rolling 1-Year, 3-Year, 5-Year and 10-Year Time Periods.png

Percentage of Funds that Outperformed the Russell 1000 Index, Over Rolling 1-Year, 3-Year, 5-Year and 10-Year Time Periods

Submitted by Your Personal CFO - Bourbon Financial Management on April 6th, 2018

Returns

Percentage of Funds that Outperformed the Russell 1000 Index, Over Rolling 1-Year, 3-Year, 5-Year and 10-Year Time Periods.png

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Comparison of 10-Year Government Bond Nominal Yields (in Percent)

Submitted by Your Personal CFO - Bourbon Financial Management on April 6th, 2018

Economy

Comparison of 10-Year Government Bond Nominal Yields (in Percent).png

S&P 500 Price Index Since 1997

Submitted by Your Personal CFO - Bourbon Financial Management on April 6th, 2018

Valuation

S&P 500 Price Index Since 1997.png

20-Year Annualized Returns by Asset-Class Since 1998

Submitted by Your Personal CFO - Bourbon Financial Management on April 6th, 2018

Returns

20-Year Annualized Returns by Asset-Class Since 1998.png

Range of Stock, Bond and Blended Total Returns

Submitted by Your Personal CFO - Bourbon Financial Management on April 6th, 2018

Returns

Range of Stock, Bond and Blended Total Returns.png

Retirement Savings Gap

Submitted by Your Personal CFO - Bourbon Financial Management on April 6th, 2018

Wealth Management

Retirement Savings Gap.png

Performance of Differently Balanced Portfolios Since 2003

Submitted by Your Personal CFO - Bourbon Financial Management on April 6th, 2018

Returns

Performance of Differently Balanced Portfolios Since 2003.png

Year-Over-Year Headline Inflation by Country and Region, Quarterly

Submitted by Your Personal CFO - Bourbon Financial Management on April 6th, 2018

Economy

Year-Over-Year Headline Inflation by Country and Region, Quarterly.png

Morningstar Large Blend Over Rolling 1-Year, 3-Year, 5-Year and 10-Year Time Periods

Percent of Active Funds Outperforming the Index Over Rolling 1-Year, 3-Year, 5-Year and 10-Year Time Periods

Percentage of Funds that Outperformed the Russell 1000 Index, Over Rolling 1-Year, 3-Year, 5-Year and 10-Year Time Periods

Comparison of 10-Year Government Bond Nominal Yields (in Percent)

S&P 500 Price Index Since 1997

20-Year Annualized Returns by Asset-Class Since 1998

Range of Stock, Bond and Blended Total Returns

Retirement Savings Gap

Performance of Differently Balanced Portfolios Since 2003

Year-Over-Year Headline Inflation by Country and Region, Quarterly

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