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Home > Wealth Management

Wealth Management

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Starting Yields and Subsequent 5-Year Returns (Bloomberg 2020)

Submitted by Your Personal CFO - Bourbon Financial Management on July 3rd, 2021

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Equities as % of Total Assets (Sentiment Trader 1955-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on July 2nd, 2021

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Real S&P 500 Indexes (1900-2017)

Submitted by Your Personal CFO - Bourbon Financial Management on July 1st, 2021

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S&P 500 Real CAPE vs Real Price (R.Shiller Data CAPE 1909-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on June 28th, 2021

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Euphoria vs. Panic (Citi Research 1987-2021)

Submitted by Your Personal CFO - Bourbon Financial Management on June 27th, 2021

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Highest Federal Tax Rates (Tax Policy Center 1954-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on June 26th, 2021

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Estate tax rates and exemptions (IRS 1954-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on June 24th, 2021

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Index Spreads Relative to Treasuries in bps (Bloomberg 2002-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on June 22nd, 2021

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EM External Debt No Longer Undervalued (Morgan Stanley 2006-2021)

Submitted by Your Personal CFO - Bourbon Financial Management on June 21st, 2021

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Rolling 5-Year Returns (Bloomberg 1970-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on June 18th, 2021

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