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Home > Wealth Management

Wealth Management

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20 -Year period from 1997-2017: $ 100,000 initial investment

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

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Missing the best days of the market over the past 20 years

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

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Real income takes years to return after recessions

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

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Comparing valuations around the globe

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

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Length of Recoveries Tend to be Proportionate to the Magnitude of the Declines

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

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Time in the market is less important than timing the market

Submitted by Your Personal CFO - Bourbon Financial Management on December 30th, 2020

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Cash in the Portfolio in the Varying Degrees

Submitted by Your Personal CFO - Bourbon Financial Management on December 30th, 2020

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Staying invested is the best long-term strategy

Submitted by Your Personal CFO - Bourbon Financial Management on December 29th, 2020

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Higher yields usually come with higher risks

Submitted by Your Personal CFO - Bourbon Financial Management on December 28th, 2020

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Tax-Friendly States

Submitted by Your Personal CFO - Bourbon Financial Management on December 24th, 2020

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