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Home > Wealth Management

Wealth Management

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College savings goals may be more manageable when you break them into monthly investments

Submitted by Your Personal CFO - Bourbon Financial Management on November 26th, 2020

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Small increases in returns, big impact on college funds

Submitted by Your Personal CFO - Bourbon Financial Management on November 25th, 2020

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Global equity was usually less volatile than the U.S equity alone (Vanguard Blog 1970-2018)

Submitted by Your Personal CFO - Bourbon Financial Management on November 25th, 2020

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Dry powder continues to pile up

Submitted by Your Personal CFO - Bourbon Financial Management on November 23rd, 2020

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Remaining Invested Is Critical (FactSet 1999-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on November 20th, 2020

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Historical Gold Bull Markets (Bloomberg Data 1974-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on November 19th, 2020

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Correlation of MSCI Emerging Markets Index vs. S&P 500 Index (Bloomberg Data 1995-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on November 18th, 2020

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Stocks and Bonds Haven't Rallied Like This Since 1998 (Dow Jones Market Data 1984-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on November 15th, 2020

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The Retirement Equation (JPM Data 2013)

Submitted by Your Personal CFO - Bourbon Financial Management on November 10th, 2020

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Think Beyond the S&P500 Index

Submitted by Your Personal CFO - Bourbon Financial Management on November 8th, 2020

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