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S&P 500 and 10 year treasury returns during pivotal years

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

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Simple expected real return of US equities and bonds, January 1900 - December 2022

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

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Average gold returns during various phases of economic cycle

Submitted by Your Personal CFO - Bourbon Financial Management on March 29th, 2023

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How one-star funds performed over time

Submitted by Your Personal CFO - Bourbon Financial Management on March 29th, 2023

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Investment themes by decade since 1950

Submitted by Your Personal CFO - Bourbon Financial Management on March 29th, 2023

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Why invest outside of the US?

Submitted by Your Personal CFO - Bourbon Financial Management on March 29th, 2023

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MSCI EAFE value index vs. MSCI EAFE growth index since 1998

Submitted by Your Personal CFO - Bourbon Financial Management on March 29th, 2023

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Price/earnings ratio comparison since 2000

Submitted by Your Personal CFO - Bourbon Financial Management on March 29th, 2023

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MSCI EAFE value & growth indices

Submitted by Your Personal CFO - Bourbon Financial Management on March 29th, 2023

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How five-star funds performed over time

Submitted by Your Personal CFO - Bourbon Financial Management on March 29th, 2023

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