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Wellington's Capital Market Assumptions (Wellington Management 2020)

Submitted by Your Personal CFO - Bourbon Financial Management on April 1st, 2021

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Bull and Bear Markets (Morningstar 1970-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on March 30th, 2021

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5 Year Rolling Performance of the S&P 500 (Blue Ocean 1932-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on March 28th, 2021

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A Hypothetical Case Study in Rebalancing (Savant 2000-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on March 28th, 2021

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Many Stocks Priced to Deliver Negative Returns (HOLT 2000-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on March 23rd, 2021

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Stocks have trended higher regardless of which party has been in office (Morningstar 1933-2018)

Submitted by Your Personal CFO - Bourbon Financial Management on March 22nd, 2021

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60/40 "Lost Decades" Are More Common Than You Think (Bloomberg Data 1900-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on March 15th, 2021

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10-Year Treasury Yields Still Near Record Lows (Bloomberg Data 1984-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2021

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