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Going Forward - Is the Return Concern More With BOnds Than Equities

Submitted by Your Personal CFO - Bourbon Financial Management on March 18th, 2016

Returns

Going Forward - Is the Return Concern More With BOnds Than Equities.png

Expected Real Return of U.S. Stocks, Bonds and U.S. 60/40

Submitted by Your Personal CFO - Bourbon Financial Management on March 18th, 2016

Returns

Expected Real Return of U.S. Stocks, Bonds and U.S. 60-40.png

Evolution to wealth manager

Submitted by Your Personal CFO - Bourbon Financial Management on March 18th, 2016

Wealth Management

Evolution to wealth manager.jpg

Evolution to wealth manager

Submitted by Your Personal CFO - Bourbon Financial Management on March 18th, 2016

Wealth Management

Evolution to wealth manager.jpg

Entitlement Spending Explodes

Submitted by Your Personal CFO - Bourbon Financial Management on March 18th, 2016

Entitlement Spending Explodes.jpg

Emerging Market vs. Developed Market Valuation Z-Score

Submitted by Your Personal CFO - Bourbon Financial Management on March 18th, 2016

Valuation

Emerging Market vs. Developed Market Valuation Z-Score.png

Divergent Policy is Now in Play

Submitted by Your Personal CFO - Bourbon Financial Management on March 18th, 2016

Economy

Divergent Policy is Now in Play.png

Distribution of Calendar-year Returns (1926 through 2014)

Submitted by Your Personal CFO - Bourbon Financial Management on March 18th, 2016

Returns

Distribution of Calendar-year Returns (1926 through 2014).png

Comparing Portfolio Rebalancing Results for Time-and Threshold Strategy (Various Frequencies and Thresholds. 1926 through 2014)

Submitted by Your Personal CFO - Bourbon Financial Management on March 18th, 2016

Returns

Comparing Portfolio Rebalancing Results for Time-and Threshold Strategy (Various Frequencies and Thresholds.</p> </div>

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Comparing Hypothetical Portfolio Rebalancing Results for Time Only Strategy (Various Frequencies. 1926 through 2014)

Submitted by Your Personal CFO - Bourbon Financial Management on March 18th, 2016

Returns

Comparing Hypothetical Portfolio Rebalancing Results for Time Only Strategy (Various Frequencies. 1926 through 2014).png

Going Forward - Is the Return Concern More With BOnds Than Equities

Expected Real Return of U.S. Stocks, Bonds and U.S. 60/40

Evolution to wealth manager

Evolution to wealth manager

Entitlement Spending Explodes

Emerging Market vs. Developed Market Valuation Z-Score

Divergent Policy is Now in Play

Distribution of Calendar-year Returns (1926 through 2014)

Comparing Portfolio Rebalancing Results for Time-and Threshold Strategy (Various Frequencies and Thresholds. 1926 through 2014)

Comparing Hypothetical Portfolio Rebalancing Results for Time Only Strategy (Various Frequencies. 1926 through 2014)

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