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The value of portfolio since 1986

Submitted by Your Personal CFO - Bourbon Financial Management on July 22nd, 2024

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Cyclically Adjusted Earnings Yield Minus 10 Year Treasury Yield Since 1969

Submitted by Your Personal CFO - Bourbon Financial Management on July 22nd, 2024

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US Aggregate risk of loss, a one-time shock to rates - 9/30/2023 - Short term pain turns into long term gain

Submitted by Your Personal CFO - Bourbon Financial Management on July 22nd, 2024

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Municipal yields at highest absolute levels in a decade

Submitted by Your Personal CFO - Bourbon Financial Management on July 19th, 2024

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After peak interest rates cash has tended to lag longer duration treasuries (1953-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on July 19th, 2024

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Historical fixed income performance highlights 2022's outlier status (1928-2022)

Submitted by Your Personal CFO - Bourbon Financial Management on July 19th, 2024

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Comparison of Annual Health Spending and Life Expectancy by Country

Submitted by Your Personal CFO - Bourbon Financial Management on July 19th, 2024

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Types of IRA Beneficiaries and Distribution Options (Pre-SECURE Act vs. SECURE Act)

Submitted by Your Personal CFO - Bourbon Financial Management on July 18th, 2024

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Bottom 5 Annual Returns for US Aggregate & US Municipal (1982-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on July 18th, 2024

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Bloomberg US Aggregate Bond Index, Monthly Total Returns (1976-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on July 18th, 2024

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