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

Financial Stress Manifests As...

Submitted by Your Personal CFO - Bourbon Financial Management on December 4th, 2015

Chart39.png

What You Can Expect at Full Retirement Age

Submitted by Your Personal CFO - Bourbon Financial Management on December 4th, 2015

Chart35.png

Leverage Among US Investment-Grade Issuers Has Been Rising, Increasing Risk for Passive Investors

Submitted by Your Personal CFO - Bourbon Financial Management on December 4th, 2015

Chart10.png

Passive Core Fixed-Income Strategies Have Substantial Duration Risk

Submitted by Your Personal CFO - Bourbon Financial Management on December 4th, 2015

Chart9.png

Passive Global Government Bond Strategies are Weighted Toward the Biggest Debtors

Submitted by Your Personal CFO - Bourbon Financial Management on December 4th, 2015

Chart8.png

Active has Outperformed Passive in Fixed Income Most of the Time

Submitted by Your Personal CFO - Bourbon Financial Management on December 4th, 2015

Chart7.png

Global Mutual Fund and Exchange Traded Fund Flows to Active and Passive Fixed Income

Submitted by Your Personal CFO - Bourbon Financial Management on December 4th, 2015

Chart6.png

Typical Private Client Allocation vs. Harvard Endowment Target Allocation

Submitted by Your Personal CFO - Bourbon Financial Management on December 4th, 2015

Chart25.png

Few Funds Avoided Three Consecutive Years of Unperformance

Submitted by Your Personal CFO - Bourbon Financial Management on December 4th, 2015

Chart5.png

Even Successful Funds had Multiple Periods of Unperformance

Submitted by Your Personal CFO - Bourbon Financial Management on December 4th, 2015

Chart4.png

Syndicate content