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Low Beta Stocks Offer Similar Returns as High Beta Stocks Since 1927

Submitted by Your Personal CFO - Bourbon Financial Management on February 17th, 2017

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Active vs Passive in Down Markets Since 1987

Submitted by Your Personal CFO - Bourbon Financial Management on February 10th, 2017

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Bond Index Returns Since 1940

Submitted by Your Personal CFO - Bourbon Financial Management on February 10th, 2017

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Fixed Income: Active vs Passive Managed Mutual Funds

Submitted by Your Personal CFO - Bourbon Financial Management on February 10th, 2017

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Active vs Passive International Equities Excess Returns Since 1992

Submitted by Your Personal CFO - Bourbon Financial Management on February 10th, 2017

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US Equities vs Global Non-US Equities Since 1950

Submitted by Your Personal CFO - Bourbon Financial Management on February 10th, 2017

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Actively Managed US Large Cap Equity Funds vs Benchmarks Since 1991

Submitted by Your Personal CFO - Bourbon Financial Management on February 10th, 2017

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Max Drawdown by Asset Class Since 1973

Submitted by Your Personal CFO - Bourbon Financial Management on February 10th, 2017

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Longevity Risk

Submitted by Your Personal CFO - Bourbon Financial Management on February 10th, 2017

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Probability of Success for a 65-Year-Old Female Seeking 35 Years of $45,000 Spending from $1 Million

Submitted by Your Personal CFO - Bourbon Financial Management on February 10th, 2017

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