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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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S&P 500: Earnings Growth, Price Returns, TTM P/E ratios (1989-2023)

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

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10-Year Asset Class Performance

Submitted by Your Personal CFO - Bourbon Financial Management on July 17th, 2024

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Required Minimum Distributions and Account Types

Submitted by Your Personal CFO - Bourbon Financial Management on July 17th, 2024

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Annual Returns Ranked Best To Worst (%) (2007-2022)

Submitted by Your Personal CFO - Bourbon Financial Management on July 17th, 2024

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