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    

Wealth Management

us.jpg   fr.jpg

Expense Ratio and Fund Value

ratio.jpg

Are You Paying the Right Amount of Taxes ?

Planning.jpg

You do not Want to Base a Hedge on Historical Correlations

You do not want to base a hedge on historical correlations ....jpg

Price-Earnings / Long-Term Interest

Price Earning LT interest.jpg

High Yield Bond - Treasury Bond Spread

High Yield.jpg

Cumulative Index Performance - Gross Returns

Cumulative Indes Performance -  Gross Returns.jpg

Annual S&P 500 Performance vs. % of Active Managers Outperforming

Annual S&P performance vs % of active Managers outperforming.jpg

Have a Long Term goal? Financial Planning can Help You get you there

After several years of wallowing in financial upheaval caused by a severe recession and financial crisis, Americans are, once again, looking to the future. A renewed confidence has many people setting their sights on long term goals that, just a few years ago, may have seemed out of reach.

Industry Average Sub-Asset-Class Glide Path

Target data funds average allocation by asset class.jpg

Important vs. Urgent

important vs. urgent.jpg

Syndicate content