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U.S. Equity Returns and Volatilities Since 1801

Submitted by Your Personal CFO - Bourbon Financial Management on November 10th, 2017

U.S. Equity Returns and Volatilities Since 1801.png

U.S. 60/40 Portfolio 10-Year Rolling Real Return Since 1952

Submitted by Your Personal CFO - Bourbon Financial Management on November 10th, 2017

Valuation

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Equity Earnings Yield and Subsequent Rolling 10-Year Returns Since 1952

Submitted by Your Personal CFO - Bourbon Financial Management on November 10th, 2017

Equity Earnings Yield and Subsequent Rolling 10-Year Returns Since 1952.png

Average Estimated Full-Time U.S. Undergraduate Budgets

Submitted by Your Personal CFO - Bourbon Financial Management on November 3rd, 2017

Economy

Average Estimated Full-Time U.S. Undergraduate Budgets.png

Morningstar Estimates that Approximately 100-200bps Are Lost Annually to Tax-Inefficient Investing

Submitted by Your Personal CFO - Bourbon Financial Management on November 3rd, 2017

Wealth Management

Morningstar Estimates that Approximately 100-200bps Are Lost Annually to Tax-Inefficient Investing.png

Frequency of Positive Returns in U.S. Equity Market

Submitted by Your Personal CFO - Bourbon Financial Management on November 3rd, 2017

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U.S. Equity Annual Returns Since 1926

Submitted by Your Personal CFO - Bourbon Financial Management on November 3rd, 2017

Returns

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Duration of U.S. Economic Expansion Since 1945

Submitted by Your Personal CFO - Bourbon Financial Management on October 20th, 2017

Economy

Duration of U.S. Economic Expansion Since 1945.png

Central Banks Balance Sheet Expansion by Country Since 2003

Submitted by Your Personal CFO - Bourbon Financial Management on October 20th, 2017

Economy

Central Banks Balance Sheet Expansion by Country Since 2003.png

Credit Spreads are Below Historical Averages as of 2017

Submitted by Your Personal CFO - Bourbon Financial Management on October 20th, 2017

Valuation

Credit Spreads are below historical averages.png

U.S. Equity Returns and Volatilities Since 1801

U.S. 60/40 Portfolio 10-Year Rolling Real Return Since 1952

Equity Earnings Yield and Subsequent Rolling 10-Year Returns Since 1952

Average Estimated Full-Time U.S. Undergraduate Budgets

Morningstar Estimates that Approximately 100-200bps Are Lost Annually to Tax-Inefficient Investing

Frequency of Positive Returns in U.S. Equity Market

U.S. Equity Annual Returns Since 1926

Duration of U.S. Economic Expansion Since 1945

Central Banks Balance Sheet Expansion by Country Since 2003

Credit Spreads are Below Historical Averages as of 2017

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