Blog

A miss on rate predictions on the 10-year treasury note

Submitted by Your Personal CFO - Bourbon Financial Management on October 17th, 2019

A miss on rate predictions on the 10-year treasury note.png

30 year term $1m policy, age 43

Submitted by Your Personal CFO - Bourbon Financial Management on October 17th, 2019

Wealth Management

30 year term $1m policy, age 43.png

While duration increases, the yield per unit of duration has been decreasing since 1986

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

Returns

While duration increases, the yield per unit of duration has been decreasing since 1986.png

U.S. non-residential investment as a share of GDP: intangible vs. tangible since 1950

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

U.S. non-residential investment as a share of GDP ; intangible vs. tangible since 1950.png

S&P 500 value vs. growth compared to sector performance since 1990

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

S&P 500 value vs. growth compared to sector performance since 1990.png

Relative performance of value and growth: U.S. equity since 1980

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

Relative performance of value and growth; U.S. equity.png

Relative performance of U.S. equity and U.S. bonds since 1980

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

Relative performance of U.S. equity and U.S. bonds since 1980.png

Relative performance of U.S. equity and non-U.S. equity since 1980

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

Relative performance of U.S. equity and non-U.S. equity since 1980.png

Relative performance of large-cap and small-cap U.S. equity since 1980

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

Relative performance of large-cap and small-cap U.S. equity since 1980.png

Relative performance of developed and emerging-market equity since 1980

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

Relative performance of developed and emerging-market equity since 1980.png

Copyright © 2024 Bourbon Financial Management, LLC. All rights reserved.