Wealth Management

Evolution to wealth manager

Submitted by Your Personal CFO - Bourbon Financial Management on March 18th, 2016

Evolution to wealth manager.jpg

Submitted by Your Personal CFO - Bourbon Financial Management on March 18th, 2016

A Traditional Stock and Bond Allocation Today Might Return Half the Long-term Average.png

Submitted by Your Personal CFO - Bourbon Financial Management on March 11th, 2016

Years of Sustainable Withdrawals for a Portfolio for Typical Makets (50th Percentile).png

Submitted by Your Personal CFO - Bourbon Financial Management on March 11th, 2016

Replacement Ratios by Income.png

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2016

Why Is Asset Location Important.png

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2016

Global Bonds Capture Broadest FI Opportunities.png

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2016

Institutional Manager Selection (1994-2003).png

Submitted by Your Personal CFO - Bourbon Financial Management on February 26th, 2016

valueofsaving$300permonth.PNG

Submitted by Your Personal CFO - Bourbon Financial Management on February 26th, 2016

NAPFA questions.png

Submitted by Your Personal CFO - Bourbon Financial Management on February 19th, 2016