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Asset Allocation

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Varying SAFEMAXs by retirement duration and asset allocation

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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FMS asset allocation to global stocks at all-time low since 2002

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

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Family office allocations

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

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Asset allocation by institutional segment

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

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Hedged strategies offer diversification

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

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Average investor allocation to equities vs. 10 year forward annualized price return

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

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Average investor allocation to equities vs. 10 year forward annualized price return since 1951

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

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Real return forecasts of different stocks and bonds

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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2013-2022 return quilt

Submitted by Your Personal CFO - Bourbon Financial Management on February 18th, 2023

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