us.jpg fr.jpg

info@bourbonfm.com
(+1) 312 909 6539

facebook.png linkedin.png 01113281ebb7dfb57a8dc2a02eb1cb92.png_srz_26_26_85_22_0.50_1.20_0.00_png_srz.png e83942d98df1989e10269ad67034ea34.png_srz_26_26_85_22_0.50_1.20_0.00_png_srz.png    

Home > Wealth Management

Wealth Management

us.jpg   fr.jpg

How much American families have saved for retirement

Submitted by Your Personal CFO - Bourbon Financial Management on September 15th, 2023

image112.png

What age to buy an annuity? Implied longevity yield

Submitted by Your Personal CFO - Bourbon Financial Management on September 14th, 2023

image058.png

Does your state have an estate or inheritance tax?

Submitted by Your Personal CFO - Bourbon Financial Management on September 12th, 2023

image042.png

Top-Half funds in years 1-5 did not repeat in years 6-10

Submitted by Your Personal CFO - Bourbon Financial Management on September 10th, 2023

image011.png

Retirees' own spending is apt to be variable over the life cycle

Submitted by Your Personal CFO - Bourbon Financial Management on September 10th, 2023

image007.png

Assumptions: Fixed real withdrawal system, 90% success rate

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

image006.png

Highest and Lowest Starting Safe Withdrawal Rates, by Asset Allocation

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

image005.png

Change in portfolio volatility when including non-US stocks in a US portfolio, 1970-2020

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

291.png

Things you can vs. cannot control

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

250.png

Syndicate content