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US aggregate yield and forward returns since 1976

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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Bloomberg aggregate bond index yield since 2004

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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Dollar index since 1970

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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EM and EAFE relative valuations

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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Investments work, investors don't

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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Equity returns during rising interest rate environments since 1977

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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Bonds historically have weathered rate hikes

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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Stocks and bonds experiencing similar declines in 2022

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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Previous value cycles show the potential for prolonged outperformance

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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