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Home > Wealth Management

Wealth Management

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Annual Total Return for Balanced Portfolio of U.S Taxable Bonds (Bloomberg 1980-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on June 15th, 2021

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Global Equity Market Summary (Charles Schwab 2020)

Submitted by Your Personal CFO - Bourbon Financial Management on June 12th, 2021

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Income Index Returns (Bloomberg 2020)

Submitted by Your Personal CFO - Bourbon Financial Management on June 11th, 2021

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U.S Bull and Bear Markets (Bloomberg 1966-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on June 10th, 2021

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Comparing Major World Indexes (Advisor Perspectives 2000-2021)

Submitted by Your Personal CFO - Bourbon Financial Management on June 8th, 2021

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Comparing Major World Indexes (2007-2021)

Submitted by Your Personal CFO - Bourbon Financial Management on June 7th, 2021

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Comparing Major World Indexes (2009-2021)

Submitted by Your Personal CFO - Bourbon Financial Management on June 6th, 2021

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S&P 500 and Russell 1000 Growth Indexes Have Considerable Overlap (BofA 1986-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on May 31st, 2021

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The Historical Tug of War Between Growth and Value (Bloomberg Data 1974-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on May 27th, 2021

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Growth and Value Comparison (MSCI 1984-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on May 26th, 2021

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