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    

Home > Wealth Management

Wealth Management

us.jpg   fr.jpg

Annual Rise in Rates the Bond Market Can Withstand and Remain Positive (Bloomberg Data 1991-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on April 24th, 2021

B (26).png

Barclays Aggregate Bond Index Yield - S&P 500 Dividend Yield (Bloomberg Data 1991-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2021

B (25).png

Avg. Annual S&P 500 Performance (Strategas Research 1933-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on April 22nd, 2021

B (24).png

Our base-case five-year expected return for the Traditional 60/40 is less than 1%

Submitted by Your Personal CFO - Bourbon Financial Management on April 20th, 2021

B (22).png

Small caps have outperformed their large-cap cousins (Morningstar 2005-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on April 18th, 2021

B (19).png

Estimated and Actual nominal 12-year nominal total return on 60/30/10 mix (S&P Data 1928-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on April 16th, 2021

B (17).png

Small- Cap Value Has Never Been Cheaper Relatively Speaking (Morningstar Direct 1979-2019)

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

B (16).png

The Value Factor: The Long Term Track Record Remains Intact (Morningstar Direct 1927-2017)

Submitted by Your Personal CFO - Bourbon Financial Management on April 14th, 2021

B (15).png

International equities belong in a diversified portfolio (MSCI 1980-2020)

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

B (13).png

Best and Worst Rolling Return Period (Dimensional Fund Advisors 1991-2016)

Submitted by Your Personal CFO - Bourbon Financial Management on April 9th, 2021

B (11).png

Syndicate content