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Home > Wealth Management

Wealth Management

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Rationale for strategic sector allocation

Submitted by Your Personal CFO - Bourbon Financial Management on October 17th, 2019

Rationale for strategic sector allocation.png

Historical stock and bond correlation

Submitted by Your Personal CFO - Bourbon Financial Management on October 17th, 2019

Historical stock and bond correlation.png

Disparity between investor returns vs. fund returns: 10 years ended December 31, 2017

Submitted by Your Personal CFO - Bourbon Financial Management on October 17th, 2019

Disparity between investor returns vs. fund returns; 10 years ended December 31, 2017.png

30 year term $1m policy, age 43

Submitted by Your Personal CFO - Bourbon Financial Management on October 17th, 2019

30 year term $1m policy, age 43.png

S&P 500 value vs. growth compared to sector performance since 1990

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

S&P 500 value vs. growth compared to sector performance since 1990.png

Relative performance of value and growth: U.S. equity since 1980

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

Relative performance of value and growth; U.S. equity.png

Relative performance of U.S. equity and U.S. bonds since 1980

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

Relative performance of U.S. equity and U.S. bonds since 1980.png

Relative performance of U.S. equity and non-U.S. equity since 1980

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

Relative performance of U.S. equity and non-U.S. equity since 1980.png

Relative performance of large-cap and small-cap U.S. equity since 1980

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

Relative performance of large-cap and small-cap U.S. equity since 1980.png

Relative performance of developed and emerging-market equity since 1980

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

Relative performance of developed and emerging-market equity since 1980.png

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