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DC REIT Adoption Disconnected From Other Retirement Plans

Submitted by Your Personal CFO - Bourbon Financial Management on May 15th, 2024

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Percent of Active Funds Underperforming Benchmarks, After Taxes since 2002

Submitted by Your Personal CFO - Bourbon Financial Management on May 14th, 2024

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Large-Cap Core Fund Annualized Performance Versus S&P 500 since 2002

Submitted by Your Personal CFO - Bourbon Financial Management on May 14th, 2024

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Total Returns Across Fixed Income Following Fed Peaks

Submitted by Your Personal CFO - Bourbon Financial Management on May 14th, 2024

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High Trading Cost Also Impact Returns

Submitted by Your Personal CFO - Bourbon Financial Management on May 13th, 2024

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Foward P/E Ratios For S&P Stock Price Indexes (2005-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on May 13th, 2024

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Relative Performance of Cheapest Quintile of price to Book VS. Highest Quintile (1960-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on February 11th, 2024

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Valuation Between Growth & Value Stocks since 1965

Submitted by Your Personal CFO - Bourbon Financial Management on February 11th, 2024

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Valuation Between Growth & Value Stocks since 1965

Submitted by Your Personal CFO - Bourbon Financial Management on February 11th, 2024

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S&P 500 Value Index vs Financials & Energy Sectors since 1990

Submitted by Your Personal CFO - Bourbon Financial Management on February 11th, 2024

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