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    

Wealth Management

us.jpg   fr.jpg

Sequence of Returns Risk is the Real Threat to Your Retirement Plan

Even as the stock market works its way to new highs, retirement savers, still shell-shocked from the extreme volatility of recent years, are slow to wade back into equities. Smaller investors tend to ignore the history that shows that the market eventually rewards those who can withstand the fluctuations and stay the course through the various market cycles.

Zeroing in on Mutual Fund Expenses

As investment options continue to expand and competition for investment dollars increase, the mutual fund industry is coming under increasing scrutiny for the expenses charged in many mutual funds.

Determining Your Risk Tolerance

What’s Your Risk Management Plan?

Most people couldn’t bear the financial hardships resulting from unexpected events, such as a major house fire, a car accident, a disability or the premature death of a family breadwinner, which is why one of the most important component of a sound financial plan should be your personal risk management strategy.

S&P Indices Versus Active Fund Results at the End of 2014

1.jpg

S&P Composite Index: Regression to Trend (Inflation-Adjusted Price Since 1871)

SP-Composite-real-regression-to-trend.gif

S&P Composite Index: Regression to Trend (With Standard Deviations Highlighted)

SP-Composite-real-regression-to-trend-standard-deviations.gif

Advice From An Algorithm vs. Real Life

Real life.jpg

Same Return, Different Results

retirement money.jpg

Terminal Wealth, Static vs. Dynamic Glidepath

terminal wealth.jpg

Syndicate content