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Top-Half funds in years 1-5 did not repeat in years 6-10

Submitted by Your Personal CFO - Bourbon Financial Management on September 10th, 2023

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The cost of timing the market: value of $10,000 invested in the S&P 500 Jan 2003-Dec 2022

Submitted by Your Personal CFO - Bourbon Financial Management on September 10th, 2023

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Cash and bond Performance (%) one year after the end of the past six hiking cycles

Submitted by Your Personal CFO - Bourbon Financial Management on September 10th, 2023

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S&P 500 Annual Returns: 1928-2023

Submitted by Your Personal CFO - Bourbon Financial Management on September 10th, 2023

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Retirees' own spending is apt to be variable over the life cycle

Submitted by Your Personal CFO - Bourbon Financial Management on September 10th, 2023

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Assumptions: Fixed real withdrawal system, 90% success rate

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

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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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