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Good negative returns funds

Submitted by Your Personal CFO - Bourbon Financial Management on November 3rd, 2019

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Be aware of your emotions - step away from yourself

Submitted by Your Personal CFO - Bourbon Financial Management on November 3rd, 2019

Be Aware of your Emotions - Step Away from Yourself

 

Dear Friends,

Let's Be Positive!

Submitted by Your Personal CFO - Bourbon Financial Management on November 3rd, 2019

Let's Be Positive!

 

Dear friends, 

As some of you know, we started to be bullish on stocks in January 2009. The stock market had a great rally between March 2009 and April 2010 (up 80+%)

. Some clients have asked us what do we think today. Like Buffet, Ballmer and Immelt, we are positive!

Negative yielding debt is on the rise

Submitted by Your Personal CFO - Bourbon Financial Management on October 25th, 2019

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Pension/defined benefit plan statistics

Submitted by Your Personal CFO - Bourbon Financial Management on October 25th, 2019

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Longevity risk

Submitted by Your Personal CFO - Bourbon Financial Management on October 25th, 2019

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Sequence risk and impact of skipping a year of retirement distributions

Submitted by Your Personal CFO - Bourbon Financial Management on October 25th, 2019

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U.S. GDP real personal consumption expenditures vs. lending economic index

Submitted by Your Personal CFO - Bourbon Financial Management on October 17th, 2019

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The solution to losing money in a downturn is understanding a client's risk tolerance

Submitted by Your Personal CFO - Bourbon Financial Management on October 17th, 2019

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The solution to losing money in a downturn is to stick to a financial plan

Submitted by Your Personal CFO - Bourbon Financial Management on October 17th, 2019

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