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Home > Wealth Management

Wealth Management

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Annualized Three-Year Returns for Distinct Funds within Selected Categories

Submitted by Your Personal CFO - Bourbon Financial Management on November 4th, 2016

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All Target-Date Funds Have Some "Active" Component

Submitted by Your Personal CFO - Bourbon Financial Management on November 4th, 2016

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Big Difference between Good and Bad Active Funds

Submitted by Your Personal CFO - Bourbon Financial Management on October 28th, 2016

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8 Facts about Health Savings Accounts

Submitted by Your Personal CFO - Bourbon Financial Management on October 21st, 2016

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Target Date Funds Glide Path

Submitted by Your Personal CFO - Bourbon Financial Management on October 21st, 2016

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Past Performance Does Not Predict Future Performance

Submitted by Your Personal CFO - Bourbon Financial Management on October 21st, 2016

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Stocks and Bonds Rolling 36-Month Performance Correlations

Submitted by Your Personal CFO - Bourbon Financial Management on October 21st, 2016

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Market Timing is Very Difficult

Submitted by Your Personal CFO - Bourbon Financial Management on October 21st, 2016

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Asset Classes and Average Investor Returns Since 1993

Submitted by Your Personal CFO - Bourbon Financial Management on October 21st, 2016

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How Much Equity Should You Own?

Submitted by Your Personal CFO - Bourbon Financial Management on October 21st, 2016

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