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Historical U.S. recessions since 1929

Submitted by Your Personal CFO - Bourbon Financial Management on September 14th, 2023

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Asset class total returns since 2011 (as of 6/30/23)

Submitted by Your Personal CFO - Bourbon Financial Management on September 14th, 2023

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Case Shiller real national home price index since 1894

Submitted by Your Personal CFO - Bourbon Financial Management on September 14th, 2023

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S&P 500 top 12 years, big up first half

Submitted by Your Personal CFO - Bourbon Financial Management on September 14th, 2023

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S&P 500 annual return distribution : 1928-2022

Submitted by Your Personal CFO - Bourbon Financial Management on September 14th, 2023

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US treasury yields: 1990-2023

Submitted by Your Personal CFO - Bourbon Financial Management on September 14th, 2023

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U.S. equities versus international and emerging markets (1970-2022)

Submitted by Your Personal CFO - Bourbon Financial Management on September 14th, 2023

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Credit card delinquency rates at 2008 levels: delinquency rate for credit card borrowers, by age

Submitted by Your Personal CFO - Bourbon Financial Management on September 14th, 2023

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Annual returns of fixed-income asset classes represented by indices (as of 12/31/22) since 1998

Submitted by Your Personal CFO - Bourbon Financial Management on September 14th, 2023

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What age to buy an annuity? Implied longevity yield

Submitted by Your Personal CFO - Bourbon Financial Management on September 14th, 2023

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