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Real S&P 500 index corrections from peak valuations since 1871

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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Real total return $1000 rolling 10-year returns since 1905

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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Aggregate drawdown creates tax-loss harvesting opportunities

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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Forward looking returns for the 60/40 portfolio post 10% declines: January 1926-September 2022

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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The last decade of developed ex US and emerging market country returns in excess of MSCI ACWI IMI index

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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Historical 60/40 returns: January 1926-September 2022

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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January 1, 2002-December 31, 2021, annualized returns

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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Private equity deals and exits since 2007

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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60/40 portfolio annual worst YTD return in past 100 years

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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Percent job losses in post WW2 recessions

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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