Wealth Management

Good and Bad Time To Retire With Respect To Equity Market Performance

Submitted by Your Personal CFO - Bourbon Financial Management on September 8th, 2017

Wealth Management

Good and Bad Time To Retire With Respect To Equity Market Performance.png

Inflation Adjusted Spending During Retirement

Submitted by Your Personal CFO - Bourbon Financial Management on September 8th, 2017

Wealth Management

Inflation Adjusted Spending During Retirement.png

Poor Market Returns Early in Retirement Significantly Decrease the Probability of Success of the “4% Rule” Withdrawal

Submitted by Your Personal CFO - Bourbon Financial Management on September 8th, 2017

Wealth Management

Poor Market Returns Early in Retirement Significantly Decrease the Probability of Success of the “4% Rule” Withdrawal.png

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Active Funds with Lowest Cost, Highest Ownership and Low Downside Capture Outperformed Indexes More Often in Withdrawal Scenario

Submitted by Your Personal CFO - Bourbon Financial Management on June 23rd, 2017

Active Funds with Lowest Cost, Highest Ownership and Low Downside Capture Outperformed Indexes More Often in a Withdrawal Scenario.png

Start Early - Invest 25% Less and Save 50% More

Submitted by Your Personal CFO - Bourbon Financial Management on June 23rd, 2017

Wealth Management

Start Early - Save 25 Less and Have 50 More.PNG

Monthly Savings Needed To Achieve $1Million At Retirement Based On When You Start Investing

Submitted by Your Personal CFO - Bourbon Financial Management on June 23rd, 2017

Wealth Management

Monthly Savings Needed to Achieve 1M Retirement.PNG

Every Penny Matters

Submitted by Your Personal CFO - Bourbon Financial Management on June 23rd, 2017

Wealth Management

Every Penny Matters.PNG

Number of Successful Active Funds vs Number of Consecutive Years of Underperformance in 15 Years’ Time Frame

Submitted by Your Personal CFO - Bourbon Financial Management on June 2nd, 2017

Patience Is Necessary - Number of Successful Active Equity Funds vs Number of Consecutive Years of Underperformance in 15 Years Time Frame.png

Active Fund Managers Rarely Outperform Their Benchmarks Consistently: % of Underperforming Managers Over Time by Asset Class

Submitted by Your Personal CFO - Bourbon Financial Management on June 2nd, 2017

Active Fund Managers Rarely Outperform Their Benchmarks Consistently - Percent of Underperforming Managers Over Five Years by Asset Class.png

Outperformance Persistence of Fund Managers over Time is Insignificant

Submitted by Your Personal CFO - Bourbon Financial Management on June 2nd, 2017

Outperformance Persistence of Fund Managers over Time is Insignificant.png

Good and Bad Time To Retire With Respect To Equity Market Performance

Inflation Adjusted Spending During Retirement

Poor Market Returns Early in Retirement Significantly Decrease the Probability of Success of the “4% Rule” Withdrawal

Active Funds with Lowest Cost, Highest Ownership and Low Downside Capture Outperformed Indexes More Often in Withdrawal Scenario

Start Early - Invest 25% Less and Save 50% More

Monthly Savings Needed To Achieve $1Million At Retirement Based On When You Start Investing

Every Penny Matters

Number of Successful Active Funds vs Number of Consecutive Years of Underperformance in 15 Years’ Time Frame

Active Fund Managers Rarely Outperform Their Benchmarks Consistently: % of Underperforming Managers Over Time by Asset Class

Outperformance Persistence of Fund Managers over Time is Insignificant

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