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Home > Wealth Management

Wealth Management

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Financial Goals Get More Expensive Over Time (1970 Vs. 2017)

Submitted by Your Personal CFO - Bourbon Financial Management on April 27th, 2018

Financial Goals Get More Expensive Over Time (1970 Vs. 2017).png

The Short-Term Direction of Interest Rates is Unkowable (Since 1982)

Submitted by Your Personal CFO - Bourbon Financial Management on April 27th, 2018

The Short-Term Direction of Interest Rates is Unkowable (Since 1982).png

Keeping Emotions in Check is Critical to Building Wealth

Submitted by Your Personal CFO - Bourbon Financial Management on April 27th, 2018

Keeping Emotions in Check is Critical to Building Wealth.png

Advisors Are Behavioral Coaches : The Wealthbuilding Equations

Submitted by Your Personal CFO - Bourbon Financial Management on April 27th, 2018

Advisors Are Behavioral Coaches - The Wealthbuilding Equations.png

Social Security “Break-Even” Age

Submitted by Your Personal CFO - Bourbon Financial Management on April 13th, 2018

Social Security « Break -Even » Age.png

Retirement Savings Gap

Submitted by Your Personal CFO - Bourbon Financial Management on April 6th, 2018

Retirement Savings Gap.png

Percentage of Underperforming Actively Managed Funds U.S. V.s International

Submitted by Your Personal CFO - Bourbon Financial Management on March 30th, 2018

Percentage of Underperforming Actively Managed Funds U.S. V.s International.png

Average Annualized Change in Portfolio Volatility When Including Non-U.S. Stocks in U.S. Portfolios Since 1970

Submitted by Your Personal CFO - Bourbon Financial Management on March 30th, 2018

Average Annualized Change in Portfolio Volatility When Including Non-U.S. Stocks in U.S..png

Probability of Achieving Real Return Objectives and Downside Risk of Negative Return

Submitted by Your Personal CFO - Bourbon Financial Management on March 30th, 2018

Probability of Achieving Real Return Objectives and Downside Risk of Negative Return.png

Fiduciaries: What Consumers Need to Know to Protect Themselves

Submitted by Your Personal CFO - Bourbon Financial Management on March 23rd, 2018

Fiduciaries What Consumers Need to Know to Protect Themselves.png

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