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Home > Wealth Management

Wealth Management

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Ownership of U.S. equities by investor type (1945-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on November 25th, 2025

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Cost of Home Ownership Compared to Renting

Submitted by Your Personal CFO - Bourbon Financial Management on November 24th, 2025

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Odds of Experiencing a Bear Market Increase by Holding Period

Submitted by Your Personal CFO - Bourbon Financial Management on November 20th, 2025

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Historically, Odds of Gains Increase with Holding Period

Submitted by Your Personal CFO - Bourbon Financial Management on November 18th, 2025

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Appetite for Destruction (1982-2025)

Submitted by Your Personal CFO - Bourbon Financial Management on November 17th, 2025

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Ownership of the US Equity Market

Submitted by Your Personal CFO - Bourbon Financial Management on October 20th, 2025

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Impact of Missing Best Market Days (1988–2024)

Submitted by Your Personal CFO - Bourbon Financial Management on October 5th, 2025

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Cost of Missing Best Days in S&P 500 (1988–2024)

Submitted by Your Personal CFO - Bourbon Financial Management on October 3rd, 2025

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Buying Back After Selling Cash (Investor Behavior)

Submitted by Your Personal CFO - Bourbon Financial Management on September 30th, 2025

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Household Assets in Stocks (1951–2024)

Submitted by Your Personal CFO - Bourbon Financial Management on September 20th, 2025

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