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

BBG aggregate index, BBG US credit index, and S&P 500 index all suffered major drawdowns in 2022

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

Picture59.png

Years needed to reach a target using different contribution rates and market returns

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

Picture58.png

Historical returns coming from different allocations of stocks vs. bonds since 1926

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

Picture57.png

EAFE vs. US returns since 1970

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

Picture56.png

MSCI EAFE vs. MSCI USA since December 2002

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

Picture55.png

Interest rate vs. EAFE/US performance since December 1999

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

Picture54.png

Discounted dollar prices have presented total return opportunities since 2015

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

Picture53.png

Stocks and bonds have rarely declined in tandem since 1977

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

Picture52.png

Stocks have been a leading indicator of the economy

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

Picture51.png

The unemployment rate vs. recessions since 1948

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

Picture50.png

Syndicate content