Wealth Management

Just a 1 % increase in returns can result in 13 additional years of spending

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

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Existing Home Sales 1999-2020

Submitted by Your Personal CFO - Bourbon Financial Management on July 2nd, 2020

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Charles Schwab Brokerage Accounts 2019-2020

Submitted by Your Personal CFO - Bourbon Financial Management on July 2nd, 2020

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Focus on Low Costs + High Insider Ownership when evaluating funds

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

Wealth Management

Focus on Low Costs + High Insider Ownership when evaluating funds.png

Active / Passive Performance has been cyclical

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

Wealth Management

Active and Passive Performance has been cyclical.png

MSCI world value vs growth since 2009, rebased 23.09.2009=100

Submitted by Your Personal CFO - Bourbon Financial Management on February 1st, 2020

Wealth Management

MSCI World Value vs Growth since 2009.png

Mutual fund performance

Submitted by Your Personal CFO - Bourbon Financial Management on November 10th, 2019

Wealth Management

How Are Your Mutual Funds Performing?

There are over 10,000 mutual funds available in North America. Unfortunately, the majority perform poorly compared to indices like the S&P 500, Dow Jones...

Contact Us to Get Your Free BFM Fund Analysis Today!