us.jpg fr.jpg

info@bourbonfm.com
(+1) 312 909 6539

facebook.png linkedin.png 01113281ebb7dfb57a8dc2a02eb1cb92.png_srz_26_26_85_22_0.50_1.20_0.00_png_srz.png e83942d98df1989e10269ad67034ea34.png_srz_26_26_85_22_0.50_1.20_0.00_png_srz.png    

Home > Wealth Management

Wealth Management

us.jpg   fr.jpg

Why global diversification makes sense (Morningstar 2010-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on June 17th, 2021

B (83).png

Annualized Return S&P 500 Index (Bloomberg 2001-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on June 16th, 2021

B (82).png

Annual Total Return for Balanced Portfolio of U.S Taxable Bonds (Bloomberg 1980-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on June 15th, 2021

B (81).png

Global Equity Market Summary (Charles Schwab 2020)

Submitted by Your Personal CFO - Bourbon Financial Management on June 12th, 2021

B (78).png

Income Index Returns (Bloomberg 2020)

Submitted by Your Personal CFO - Bourbon Financial Management on June 11th, 2021

B (77).png

U.S Bull and Bear Markets (Bloomberg 1966-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on June 10th, 2021

B (76).png

Comparing Major World Indexes (Advisor Perspectives 2000-2021)

Submitted by Your Personal CFO - Bourbon Financial Management on June 8th, 2021

B (74).png

Comparing Major World Indexes (2007-2021)

Submitted by Your Personal CFO - Bourbon Financial Management on June 7th, 2021

B (73).png

Comparing Major World Indexes (2009-2021)

Submitted by Your Personal CFO - Bourbon Financial Management on June 6th, 2021

B (72).png

S&P 500 and Russell 1000 Growth Indexes Have Considerable Overlap (BofA 1986-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on May 31st, 2021

B (65).png

Syndicate content