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Home > Wealth Management

Wealth Management

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Feast or Famine (FactSet 1926-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on December 6th, 2020

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Traditional 60/40 Portfolio Return By Decade vs. Discount Rate (Global Financial Data 1930-2010)

Submitted by Your Personal CFO - Bourbon Financial Management on December 5th, 2020

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Individual Investors Have Underperformed Market Indices (Ned Davis Research 1970-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on December 4th, 2020

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International Equities are Attractive (Dodge & Cox Research 2003-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on December 2nd, 2020

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20-year annualized returns by asset class (JPM Research 1999-2018)

Submitted by Your Personal CFO - Bourbon Financial Management on December 1st, 2020

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Think Beyond S&P 500 Index (1995-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on December 1st, 2020

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Stocks have typically been a leading indicator of the economy (U.S FEDS 1950-2019)

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

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Corporate debt leverage ratios the worst outside of a recession (FactSet 1980-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on November 27th, 2020

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College savings goals may be more manageable when you break them into monthly investments

Submitted by Your Personal CFO - Bourbon Financial Management on November 26th, 2020

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Small increases in returns, big impact on college funds

Submitted by Your Personal CFO - Bourbon Financial Management on November 25th, 2020

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