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Home > Wealth Management

Wealth Management

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Returns for 2020 Retirees During Coronavirus Sell-Off

Submitted by Your Personal CFO - Bourbon Financial Management on August 25th, 2020

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Performance of Near-Retirement Target Date Funds When Markets Neared This Year's Low

Submitted by Your Personal CFO - Bourbon Financial Management on August 24th, 2020

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Can You Time the Market?

Submitted by Your Personal CFO - Bourbon Financial Management on August 22nd, 2020

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Missing the best days can drastically reduce returns

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

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Annual Returns of Value and Growth U.S Equity Categories 1990-2019

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

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Frequency of a Value Premium 1990-2019

Submitted by Your Personal CFO - Bourbon Financial Management on July 16th, 2020

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Value and Growth Premiums Over 5- Year Rolling Periods 1990-2019

Submitted by Your Personal CFO - Bourbon Financial Management on July 16th, 2020

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Maximum and Minimum Annual Total Returns (%) 1995-2020

Submitted by Your Personal CFO - Bourbon Financial Management on July 15th, 2020

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Diversified Portfolio and S&P 500 Index Returns 1999-2020

Submitted by Your Personal CFO - Bourbon Financial Management on July 15th, 2020

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What happens after a major drawdown in emerging markets? 1990-2019

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

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