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 > Blog

Blog

us.jpg   fr.jpg

Estimated and Actual nominal 12-year nominal total return on 60/30/10 mix (S&P Data 1928-2020)

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

B (17).png

Small- Cap Value Has Never Been Cheaper Relatively Speaking (Morningstar Direct 1979-2019)

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

B (16).png

The Value Factor: The Long Term Track Record Remains Intact (Morningstar Direct 1927-2017)

Submitted by Your Personal CFO - Bourbon Financial Management on April 14th, 2021

B (15).png

Small-Cap Value Has Been the Best Category Within U.S Stocks Long Term (1952-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on April 13th, 2021

B (14).png

International equities belong in a diversified portfolio (MSCI 1980-2020)

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

B (13).png

BCOM (1969-2020)

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

B (12).png

Median Value of a Home in the Top 30 Cities (Lending Tree Data)

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

B (27).png

Best and Worst Rolling Return Period (Dimensional Fund Advisors 1991-2016)

Submitted by Your Personal CFO - Bourbon Financial Management on April 9th, 2021

B (11).png

Bloomberg Barclays U.S Aggregate: Yield vs. Duration (DoubleLine 1990-2019)

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

B (10).png

U.S Aggregate Bond Index Starting Yields and Subsequent 5-Year Returns (Litman Gregory Analytics 2020)

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

Picture56.png

Syndicate content