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Home > Wealth Management

Wealth Management

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Social Security “Break-Even” Age

Submitted by Your Personal CFO - Bourbon Financial Management on April 13th, 2018

Social Security « Break -Even » Age.png

Retirement Savings Gap

Submitted by Your Personal CFO - Bourbon Financial Management on April 6th, 2018

Retirement Savings Gap.png

Percentage of Underperforming Actively Managed Funds U.S. V.s International

Submitted by Your Personal CFO - Bourbon Financial Management on March 30th, 2018

Percentage of Underperforming Actively Managed Funds U.S. V.s International.png

Average Annualized Change in Portfolio Volatility When Including Non-U.S. Stocks in U.S. Portfolios Since 1970

Submitted by Your Personal CFO - Bourbon Financial Management on March 30th, 2018

Average Annualized Change in Portfolio Volatility When Including Non-U.S. Stocks in U.S..png

Probability of Achieving Real Return Objectives and Downside Risk of Negative Return

Submitted by Your Personal CFO - Bourbon Financial Management on March 30th, 2018

Probability of Achieving Real Return Objectives and Downside Risk of Negative Return.png

Fiduciaries: What Consumers Need to Know to Protect Themselves

Submitted by Your Personal CFO - Bourbon Financial Management on March 23rd, 2018

Fiduciaries What Consumers Need to Know to Protect Themselves.png

Commodity Business Cycle

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2018

Commodity Business Cycle.png

Funds With Low Fees and High Ownership Outperform the Index

Submitted by Your Personal CFO - Bourbon Financial Management on February 23rd, 2018

Funds With Low Fees and High Ownership Outperform the Index.png

Active and Passive Outperform in Different Environments

Submitted by Your Personal CFO - Bourbon Financial Management on February 23rd, 2018

Active and Passive Outperform in Different Environments.png

Percentage of Large Cap Funds Outperforming S&P 500

Submitted by Your Personal CFO - Bourbon Financial Management on February 23rd, 2018

Percentage of Large Cap Funds Outperforming S&P 500.png

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