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Small- Cap Value Has Never Been Cheaper Relatively Speaking (Morningstar Direct 1979-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on April 15th, 2021

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The Value Factor: The Long Term Track Record Remains Intact (Morningstar Direct 1927-2017)

Submitted by Your Personal CFO - Bourbon Financial Management on April 14th, 2021

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Small-Cap Value Has Been the Best Category Within U.S Stocks Long Term (1952-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on April 13th, 2021

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International equities belong in a diversified portfolio (MSCI 1980-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on April 12th, 2021

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BCOM (1969-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on April 11th, 2021

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Median Value of a Home in the Top 30 Cities (Lending Tree Data)

Submitted by Your Personal CFO - Bourbon Financial Management on April 10th, 2021

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Best and Worst Rolling Return Period (Dimensional Fund Advisors 1991-2016)

Submitted by Your Personal CFO - Bourbon Financial Management on April 9th, 2021

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Bloomberg Barclays U.S Aggregate: Yield vs. Duration (DoubleLine 1990-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on April 8th, 2021

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U.S Aggregate Bond Index Starting Yields and Subsequent 5-Year Returns (Litman Gregory Analytics 2020)

Submitted by Your Personal CFO - Bourbon Financial Management on April 7th, 2021

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U.S Equity Prices vs. Rest of World (DoubleLine 1969-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on April 6th, 2021

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