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Home > Wealth Management

Wealth Management

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SPIVA Around the World - % of Active Funds That Underperformed Benchmarks

Submitted by Your Personal CFO - Bourbon Financial Management on February 9th, 2026

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Potentially Opportunistic Time for Tax-Exempts

Submitted by Your Personal CFO - Bourbon Financial Management on February 5th, 2026

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Life Expectancy Gaps by Income

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2026

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Russell 2000 Total Market Cap as a Percentage of Russell 3000 Total Market Cap (%)

Submitted by Your Personal CFO - Bourbon Financial Management on February 2nd, 2026

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How does holding more cash impact your returns?

Submitted by Your Personal CFO - Bourbon Financial Management on January 28th, 2026

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Asset Class DPI Generation

Submitted by Your Personal CFO - Bourbon Financial Management on January 22nd, 2026

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Average annual expenses at mutual funds

Submitted by Your Personal CFO - Bourbon Financial Management on January 22nd, 2026

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Your Money-Market Fund is Ripping You Off

Submitted by Your Personal CFO - Bourbon Financial Management on January 21st, 2026

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Only 2% of ALL Equity Large-Cap Funds Remained in the Top Half Over a Five-Year Period

Submitted by Your Personal CFO - Bourbon Financial Management on January 20th, 2026

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Building Wealth: Women's Aspirations & Growing Financial Power

Submitted by Your Personal CFO - Bourbon Financial Management on December 17th, 2025

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