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Highest and Lowest Starting Safe Withdrawal Rates, by Asset Allocation

Submitted by Your Personal CFO - Bourbon Financial Management on September 5th, 2023

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Morningstar's 30-year asset-class return assumptions improved following 2022

Submitted by Your Personal CFO - Bourbon Financial Management on September 5th, 2023

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Actual vs. Reversed historical return sequence (1973-1993)

Submitted by Your Personal CFO - Bourbon Financial Management on September 5th, 2023

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U.S. Market Downturns, Recoveries, and Expansions since 1926

Submitted by Your Personal CFO - Bourbon Financial Management on September 5th, 2023

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US Small Cap indices annual return (%) since 2002

Submitted by Your Personal CFO - Bourbon Financial Management on September 5th, 2023

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Average annualized outperformance of companies before and after the first year they became one of the 10 largest in US

Submitted by Your Personal CFO - Bourbon Financial Management on September 1st, 2023

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Years with inflation above the returns of both stocks and bonds

Submitted by Your Personal CFO - Bourbon Financial Management on September 1st, 2023

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Tech relative price performance vs. S&P 500 since 1926

Submitted by Your Personal CFO - Bourbon Financial Management on September 1st, 2023

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US equity vs. International equity 5-year monthly rolling returns since 1975

Submitted by Your Personal CFO - Bourbon Financial Management on September 1st, 2023

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Mortgage payments as a % of median household income since 1989

Submitted by Your Personal CFO - Bourbon Financial Management on September 1st, 2023

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