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

Strategic asset allocation by family offices in the U.S. (UBS)

Submitted by Your Personal CFO - Bourbon Financial Management on September 26th, 2024

экрана 2024-09-03 в 6.57.04 AM.png

Total Equity Returns in Various Countries by Decade (1970-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on September 24th, 2024

экрана 2024-09-03 в 6.55.24 AM.png

Non-total Market Index Funds Capture the Majority of Index Fund Assets (Vanguard)

Submitted by Your Personal CFO - Bourbon Financial Management on September 23rd, 2024

экрана 2024-09-03 в 6.54.52 AM.png

Types of IRA Beneficiaries and Distribution Options (Pre-SECURE Act vs. SECURE Act)

Submitted by Your Personal CFO - Bourbon Financial Management on July 18th, 2024

Single:Double1.png

Required Minimum Distributions and Account Types

Submitted by Your Personal CFO - Bourbon Financial Management on July 17th, 2024

экрана 2024-05-25 в 12.37.00 AM.png

Tax-Advantage of 529 Plan

Submitted by Your Personal CFO - Bourbon Financial Management on July 17th, 2024

экрана 2024-05-25 в 12.32.33 AM.png

Total Dollar Amount Received With Different Monthly Payments

Submitted by Your Personal CFO - Bourbon Financial Management on July 15th, 2024

экрана 2024-05-25 в 12.27.32 AM.png

Impact of Withdrawals on Volatile Portfolio Return

Submitted by Your Personal CFO - Bourbon Financial Management on July 5th, 2024

экрана 2024-05-25 в 12.09.17 AM.png

Backtest Results of 60% Stocks 40% Bonds Portfolio

Submitted by Your Personal CFO - Bourbon Financial Management on July 5th, 2024

экрана 2024-05-25 в 12.05.14 AM.png

Backtest Results of 60% Stocks 40% Bonds 4% Withdrawal Rate Portfolio

Submitted by Your Personal CFO - Bourbon Financial Management on July 5th, 2024

экрана 2024-05-24 в 11.47.37 PM.png

Syndicate content