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Average annual tax drag for 5 years ending December 2020 (Source: Morningstar

Submitted by Your Personal CFO - Bourbon Financial Management on August 2nd, 2021

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The high cost of investor behavior 1984-2020 (Source: Russell Investor Group)

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

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Tight credit spreads show the need for selectivity (Source: Capital Group)

Submitted by Your Personal CFO - Bourbon Financial Management on July 31st, 2021

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Inflation may not be as high as it seems (Source: Bureau of Economic Analysis)

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

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Timeline of previous vaccine development (years) (Source: Capital Group)

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

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Private equity index vs. public market indices (Source: S&P500)

Submitted by Your Personal CFO - Bourbon Financial Management on July 25th, 2021

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Total Real Return Indices (Source: Jeremy J. Siegel PhD)

Submitted by Your Personal CFO - Bourbon Financial Management on July 24th, 2021

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