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Varying SAFEMAXs by retirement duration and asset allocation

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Diversified portfolio and S&P 500 index returns since 1999

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Historical risk and return comparison since 1991

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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A long-term perspective on market downturns since 1926

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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A closer look at historical bear markets since 1926

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Annualized return vs. volatility of annual returns over a 20-year horizon (2002-2022)

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Real fed funds rate since 1960

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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S&P 500 quarterly total returns since 1971

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Comparing the Agg's 10 worst quarterly returns vs. performance one year later

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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College board trends in college pricing

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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