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Total return of select large ETFs since 2000

Submitted by Your Personal CFO - Bourbon Financial Management on September 12th, 2023

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Asset class performance: 2010-2019

Submitted by Your Personal CFO - Bourbon Financial Management on September 12th, 2023

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Asset class total returns: 2000-2009

Submitted by Your Personal CFO - Bourbon Financial Management on September 12th, 2023

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Average 12-month forward total returns based on U.S. conference board indicator (January 1990-December 2022)

Submitted by Your Personal CFO - Bourbon Financial Management on September 12th, 2023

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Does your state have an estate or inheritance tax?

Submitted by Your Personal CFO - Bourbon Financial Management on September 12th, 2023

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Top marginal state individual income tax rates (as of January 3, 2023)

Submitted by Your Personal CFO - Bourbon Financial Management on September 12th, 2023

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Homebuyer housing payments +12.7% year over year

Submitted by Your Personal CFO - Bourbon Financial Management on September 12th, 2023

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Total return and growth of bonds and equity by industry since 1995

Submitted by Your Personal CFO - Bourbon Financial Management on September 12th, 2023

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Growth of a $100,000 investment (one-year returns when investing at peak CD rates)

Submitted by Your Personal CFO - Bourbon Financial Management on September 12th, 2023

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30 year returns vs. 1 year returns since 1980

Submitted by Your Personal CFO - Bourbon Financial Management on September 12th, 2023

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