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Correlation with Total Stock Market for Total Monthly Returns (Factset 1999-2023)

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

Returns

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MSCI EAFE Small Cap & MSCI EAFE Large Cap Cumulative Returns (Morningstar 2001-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on October 11th, 2024

Returns

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Foreign Small/Mid -25th Percentile Active Manager Rolling 12-Month Excess Return (Factset 2001-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on October 11th, 2024

Wealth Management

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International Small vs Large Rolling 5-Year Excess Returns (Morningstar 2005-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on October 10th, 2024

Returns

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20-year manager return dispersion and growth of capital (Morningstar)

Submitted by Your Personal CFO - Bourbon Financial Management on October 10th, 2024

Returns

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Correlation of Returns and Holding Time of Assets

Submitted by Your Personal CFO - Bourbon Financial Management on October 9th, 2024

Returns

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Estimated Pension Asset Allocation (Federal Reserve)

Submitted by Your Personal CFO - Bourbon Financial Management on October 9th, 2024

Asset Allocation

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Rolling Three-Year Correlations vs Stocks (Morningstar 1974-2022)

Submitted by Your Personal CFO - Bourbon Financial Management on October 8th, 2024

Economy

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MSCI ACWI returns (MSCI 1984-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on October 8th, 2024

Returns

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Relative Periods of Outperformance US vs International Equities (MSCI 1984-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on October 7th, 2024

Returns

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