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Morningstar style box YTD performance

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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Bloomberg US aggregate bond index since 1990

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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Distribution of five-year wealth amounts from investing $100 today in the S&P 500

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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S&P 500 with & without its best & worst days since 1991

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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S&P 500 calendar year returns since 1951

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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Historically, high-yielding dividend stocks enhanced portfolio returns since 1957

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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Total return indexes since 1802

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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Risk/return of long-term government bonds by decade (total returns)

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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S&P 500 value vs. growth: 1996-2022

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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30-year fixed mortgage rate: National average

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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