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Calendar-based rebalancing methods

Submitted by Your Personal CFO - Bourbon Financial Management on May 16th, 2024

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US Bank Stocks At Record Lows Vs S&P 500

Submitted by Your Personal CFO - Bourbon Financial Management on May 16th, 2024

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Median U.S. rent increase or decrease, year over year

Submitted by Your Personal CFO - Bourbon Financial Management on May 16th, 2024

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Burns Affordability Index Since 1985

Submitted by Your Personal CFO - Bourbon Financial Management on May 15th, 2024

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Listed Real Estate Correlations By Holding Period (1999-2021)

Submitted by Your Personal CFO - Bourbon Financial Management on May 15th, 2024

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DC REIT Adoption Disconnected From Other Retirement Plans

Submitted by Your Personal CFO - Bourbon Financial Management on May 15th, 2024

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Percent of Active Funds Underperforming Benchmarks, After Taxes since 2002

Submitted by Your Personal CFO - Bourbon Financial Management on May 14th, 2024

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Large-Cap Core Fund Annualized Performance Versus S&P 500 since 2002

Submitted by Your Personal CFO - Bourbon Financial Management on May 14th, 2024

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Total Returns Across Fixed Income Following Fed Peaks

Submitted by Your Personal CFO - Bourbon Financial Management on May 14th, 2024

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High Trading Cost Also Impact Returns

Submitted by Your Personal CFO - Bourbon Financial Management on May 13th, 2024

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