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Home > Wealth Management

Wealth Management

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Leverage Among US Investment-Grade Issuers Has Been Rising, Increasing Risk for Passive Investors

Submitted by Your Personal CFO - Bourbon Financial Management on December 4th, 2015

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Passive Core Fixed-Income Strategies Have Substantial Duration Risk

Submitted by Your Personal CFO - Bourbon Financial Management on December 4th, 2015

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Passive Global Government Bond Strategies are Weighted Toward the Biggest Debtors

Submitted by Your Personal CFO - Bourbon Financial Management on December 4th, 2015

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Active has Outperformed Passive in Fixed Income Most of the Time

Submitted by Your Personal CFO - Bourbon Financial Management on December 4th, 2015

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Global Mutual Fund and Exchange Traded Fund Flows to Active and Passive Fixed Income

Submitted by Your Personal CFO - Bourbon Financial Management on December 4th, 2015

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Typical Private Client Allocation vs. Harvard Endowment Target Allocation

Submitted by Your Personal CFO - Bourbon Financial Management on December 4th, 2015

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Few Funds Avoided Three Consecutive Years of Unperformance

Submitted by Your Personal CFO - Bourbon Financial Management on December 4th, 2015

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Even Successful Funds had Multiple Periods of Unperformance

Submitted by Your Personal CFO - Bourbon Financial Management on December 4th, 2015

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A Small Portion of Active Funds Survived and Outperformed over 15 years

Submitted by Your Personal CFO - Bourbon Financial Management on December 4th, 2015

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Quality is the Best Hedge Against Rising Volatility

Submitted by Your Personal CFO - Bourbon Financial Management on November 6th, 2015

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