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Home > Wealth Management

Wealth Management

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Individual investors have underperformed market indices

Submitted by Your Personal CFO - Bourbon Financial Management on December 17th, 2020

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Estimates of the Behavior Gap

Submitted by Your Personal CFO - Bourbon Financial Management on December 13th, 2020

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Value of $10K Invested (Bloomberg Data 1994-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on December 12th, 2020

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The Importance of a Long-Term Perspective (FactSet 1996-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on December 11th, 2020

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What a $1,000 investment in 2001 could be worth now (Schroders MSCI Global Index 2001-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on December 10th, 2020

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S&P 500 Drawdown (Bloomberg Data 2009-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on December 9th, 2020

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A History of Market Ups and Downs (S&P Data 1926-2016)

Submitted by Your Personal CFO - Bourbon Financial Management on December 7th, 2020

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Global Bank Stocks (Bloomberg Data 1995-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on December 6th, 2020

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Feast or Famine (FactSet 1926-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on December 6th, 2020

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Traditional 60/40 Portfolio Return By Decade vs. Discount Rate (Global Financial Data 1930-2010)

Submitted by Your Personal CFO - Bourbon Financial Management on December 5th, 2020

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