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% of time S&P500 is positive

Submitted by Your Personal CFO - Bourbon Financial Management on September 27th, 2024

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Bloomberg U.S. Corporate High Yield BB excl. Energy (Bloomberg 1994-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on September 26th, 2024

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Strategic asset allocation by family offices in the U.S. (UBS)

Submitted by Your Personal CFO - Bourbon Financial Management on September 26th, 2024

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Morning Metalist Rating (Morningstar 2018-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on September 25th, 2024

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MSCI ACWI relative to S&P500 Index (Artisan Partners 2004-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on September 25th, 2024

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Return of Institutional Equity Portfolios

Submitted by Your Personal CFO - Bourbon Financial Management on September 24th, 2024

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Total Equity Returns in Various Countries by Decade (1970-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on September 24th, 2024

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Non-total Market Index Funds Capture the Majority of Index Fund Assets (Vanguard)

Submitted by Your Personal CFO - Bourbon Financial Management on September 23rd, 2024

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Projected Life Expectancy for a 65-Year-Old, Based on Sex at Birth & Health (HealthView Services)

Submitted by Your Personal CFO - Bourbon Financial Management on September 23rd, 2024

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Asset class returns (Bloomberg 2010-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on September 20th, 2024

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