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Home > Wealth Management

Wealth Management

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Return Assumptions Matter: 4% Withdrawal Rate over 30 Years

Submitted by Your Personal CFO - Bourbon Financial Management on March 27th, 2015

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Perspective on Safe Initial Withdrawal Rates

Submitted by Your Personal CFO - Bourbon Financial Management on March 26th, 2015

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How much will you be spending after Retirement?

Submitted by Your Personal CFO - Bourbon Financial Management on March 24th, 2015

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Life Expectancy & Pension Shortfall

Submitted by Your Personal CFO - Bourbon Financial Management on March 20th, 2015

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Life-satisfaction - Highest in Mexico!

Submitted by Your Personal CFO - Bourbon Financial Management on March 8th, 2015

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Median Household Income by Quintile and Top 5 Percent

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

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Real U.S. Commodity Prices (Inflation Adjusted)

Submitted by Your Personal CFO - Bourbon Financial Management on February 10th, 2015

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Share of households at risk of not having enough money in retirement

Submitted by Your Personal CFO - Bourbon Financial Management on February 5th, 2015

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Retirement Safe Withdrawal Rates

Submitted by Your Personal CFO - Bourbon Financial Management on January 31st, 2015

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According to Dalbar, over 20 years the "average" investor underperforms comparable investment indexes

Submitted by Your Personal CFO - Bourbon Financial Management on January 28th, 2015

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