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Home > Wealth Management

Wealth Management

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Average Asset Under Management Fees for Financial Advisors

Submitted by Your Personal CFO - Bourbon Financial Management on May 12th, 2017

Average Asset Under Management Fees for Financial Advisors.png

Estimates of Annual Value Added in Basic Points by Value-Creating Activities

Submitted by Your Personal CFO - Bourbon Financial Management on May 12th, 2017

Estimates of Annual Value Added in Basic Points by Value-Creating Activities.png

Mutual Funds Excess Returns Net of Fee by Active Share and Fund Turnover: A Patient and Active Approach is More Powerful

Submitted by Your Personal CFO - Bourbon Financial Management on May 12th, 2017

Mutual Funds Excess Returns Net of Fee by Active Share and Investment Horizon - A Patient and Active Approach is More Powerful.png

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    • Retirement Savings by Income: Less than 10 Years vs 10 Years or More Time Horizon

    Submitted by Your Personal CFO - Bourbon Financial Management on May 12th, 2017

    Retirement Savings by Income - Less than 10 Years vs 10 Years or More Time Horizon.png

    ETFs and Mutual Funds Comparison

    Submitted by Your Personal CFO - Bourbon Financial Management on May 5th, 2017

    ETFs and Mutual Funds Comparison.png

    Annual Flows to U.S. Mutual Fund Industry Since 2000: Vanguard vs the Rest of the U.S. Fund Industry

    Submitted by Your Personal CFO - Bourbon Financial Management on May 5th, 2017

    Annual Flows to U.S. Mutual Fund Industry Since 2000-- Vanguard vs the Rest of the U.S. Fund Industry.png

    The New Geography of Investing

    Submitted by Your Personal CFO - Bourbon Financial Management on May 5th, 2017

    The New Geography of Investing.png

    Impact of Personal Income Tax Rate Proposal

    Submitted by Your Personal CFO - Bourbon Financial Management on April 14th, 2017

    Impact of Personal Income Tax Rate Proposal.png

    Changes in Asset Allocation for Not Rebalanced Portfolio Since 1973

    Submitted by Your Personal CFO - Bourbon Financial Management on April 14th, 2017

    Changes in Asset Allocation for Not Rebalanced Portfolio Since 1973.png

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