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S&P and Barclays Aggregate Return (Source: Zephyr StyleADVISOR)

Submitted by Your Personal CFO - Bourbon Financial Management on August 6th, 2021

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Historical Annual Return (Source: Morningstar Direct Data)

Submitted by Your Personal CFO - Bourbon Financial Management on August 6th, 2021

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Interest rates versus inflation since 1940

Submitted by Your Personal CFO - Bourbon Financial Management on August 5th, 2021

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Inflation-adjusted returns of stocks and bonds since 1960

Submitted by Your Personal CFO - Bourbon Financial Management on August 4th, 2021

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Gold price adjusted for inflation since 1920

Submitted by Your Personal CFO - Bourbon Financial Management on August 3rd, 2021

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Average annual tax drag for 5 years ending December 2020

Submitted by Your Personal CFO - Bourbon Financial Management on August 2nd, 2021

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The high cost of investor behavior 1984-2020 (Source: Russell Investor Group)

Submitted by Your Personal CFO - Bourbon Financial Management on August 1st, 2021

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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

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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

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