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Home > Wealth Management

Wealth Management

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Setting the Scene for a New Era of Investing (Morningstar)

Submitted by Your Personal CFO - Bourbon Financial Management on November 20th, 2024

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Warren Buffett's surging cash pile (1992-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on November 15th, 2024

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Only 2% of All Large-Cap Equity Funds Remained in the Top Half Over a Five-Year Period (Standard and Poor's 500)

Submitted by Your Personal CFO - Bourbon Financial Management on October 30th, 2024

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Popular strategies performance

Submitted by Your Personal CFO - Bourbon Financial Management on October 21st, 2024

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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

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Strategic asset allocation by family offices in the U.S. (UBS)

Submitted by Your Personal CFO - Bourbon Financial Management on September 26th, 2024

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Total Equity Returns in Various Countries by Decade (1970-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on September 24th, 2024

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Non-total Market Index Funds Capture the Majority of Index Fund Assets (Vanguard)

Submitted by Your Personal CFO - Bourbon Financial Management on September 23rd, 2024

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Types of IRA Beneficiaries and Distribution Options (Pre-SECURE Act vs. SECURE Act)

Submitted by Your Personal CFO - Bourbon Financial Management on July 18th, 2024

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Required Minimum Distributions and Account Types

Submitted by Your Personal CFO - Bourbon Financial Management on July 17th, 2024

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