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2015 Ibbotson Capital Market Assumptions

Submitted by Your Personal CFO - Bourbon Financial Management on October 23rd, 2015

Emerging Market Continues to Trade at an Attractive Discount

Submitted by Your Personal CFO - Bourbon Financial Management on October 23rd, 2015

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Real Yields: Long-Term Mean Reverting

Submitted by Your Personal CFO - Bourbon Financial Management on October 23rd, 2015

Asset Class Correlations with S&P 500

Submitted by Your Personal CFO - Bourbon Financial Management on October 23rd, 2015

Economy

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Ample Active Opportunities in International Space

Submitted by Your Personal CFO - Bourbon Financial Management on October 23rd, 2015

Economy

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Relative Valuation U.S. Small vs U.S. Market (1987-2014)

Submitted by Your Personal CFO - Bourbon Financial Management on October 23rd, 2015

Economy

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Performance Spread in Some Fund Categories is Tighter Than in Others

Submitted by Your Personal CFO - Bourbon Financial Management on October 23rd, 2015

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Evolution of the Top Quartile Funds from 2009 to 2014

Submitted by Your Personal CFO - Bourbon Financial Management on October 23rd, 2015

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Video: The Very High Cost of Waiting to Save for Retirement

Submitted by Your Personal CFO - Bourbon Financial Management on October 15th, 2015

Wealth Management

The Infidelity of Financial Affairs

Submitted by Your Personal CFO - Bourbon Financial Management on October 15th, 2015

Wealth Management

For time immemorial we have known that men are bigger cheaters than women. It seems that men, by their very nature, are more inclined to hide their infidelities and risk their relationships. Now we learn that women can be bigger cheaters than men, but with financial affairs, not romantic affairs.

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