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Home > Wealth Management

Wealth Management

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Housing Affordability in the US Since 1977

Submitted by Your Personal CFO - Bourbon Financial Management on April 7th, 2017

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The Value of Active Management: Even a Small Increase in Returns Can Dramatically Improve Outcomes

Submitted by Your Personal CFO - Bourbon Financial Management on April 7th, 2017

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Remaining Longevity by Age for Couples, Females and Males

Submitted by Your Personal CFO - Bourbon Financial Management on March 10th, 2017

Remaining Longevity by Age for Couples, Females and Males.png

What Happens to the Performance of a Fund Manager After Being Hired?

Submitted by Your Personal CFO - Bourbon Financial Management on March 10th, 2017

Plan Sponsors’ Returns Before and After Hiring of Investment Managers.png

Social Security Taxes and Projected Benefits for Couples Retiring in 2020

Submitted by Your Personal CFO - Bourbon Financial Management on March 3rd, 2017

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Correlation Between S&P 500 Index and Major Asset Classes

Submitted by Your Personal CFO - Bourbon Financial Management on March 3rd, 2017

Correlation Between S&P 500 Index and Major Asset Classes.png

Social Security Break-Even Age

Submitted by Your Personal CFO - Bourbon Financial Management on March 3rd, 2017

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Annuities And Risk Tolerance

Submitted by Your Personal CFO - Bourbon Financial Management on February 24th, 2017

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Federal Income Tax Rates

Submitted by Your Personal CFO - Bourbon Financial Management on February 24th, 2017

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Longevity Risk

Submitted by Your Personal CFO - Bourbon Financial Management on February 10th, 2017

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