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US Equity Ranking by Expense, 5-year and 10-year return, through 2015

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

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S&P 500 Peer Ranking Since 1991

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

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US and Non-US Stocks Take Turns Outperforming Since 1972

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

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The Wage Gap Has Been Increasing Since 1973

Submitted by Your Personal CFO - Bourbon Financial Management on January 27th, 2017

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Tax Reform: Winners and Losers

Submitted by Your Personal CFO - Bourbon Financial Management on January 27th, 2017

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U.S. Startup Formation Has Been Declining Since 1977

Submitted by Your Personal CFO - Bourbon Financial Management on January 27th, 2017

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Returns During S&P 500 TR Index Worst Quarters Since 2000

Submitted by Your Personal CFO - Bourbon Financial Management on January 27th, 2017

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Returns of S&P 500 During Periods of Rising Interest Rates (1958-2007)

Submitted by Your Personal CFO - Bourbon Financial Management on January 27th, 2017

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Relative Performance of Value and Broad U.S. Equity (1985-2015)

Submitted by Your Personal CFO - Bourbon Financial Management on January 27th, 2017

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Relative Performance of U.S. and Non-U.S. Equity (1980-2015)

Submitted by Your Personal CFO - Bourbon Financial Management on January 27th, 2017

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