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

Value and Growth Premiums Over 5- Year Rolling Periods 1990-2019

Submitted by Your Personal CFO - Bourbon Financial Management on July 16th, 2020

Picture 48.png

Maximum and Minimum Annual Total Returns (%) 1995-2020

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

Picture 45.png

Diversified Portfolio and S&P 500 Index Returns 1999-2020

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

Picture 44.png

What happens after a major drawdown in emerging markets? 1990-2019

Submitted by Your Personal CFO - Bourbon Financial Management on July 13th, 2020

Picture 38.png

Just a 1 % increase in returns can result in 13 additional years of spending

Submitted by Your Personal CFO - Bourbon Financial Management on July 9th, 2020

Picture 25.png

Existing Home Sales 1999-2020

Submitted by Your Personal CFO - Bourbon Financial Management on July 2nd, 2020

Picture 3.png

Charles Schwab Brokerage Accounts 2019-2020

Submitted by Your Personal CFO - Bourbon Financial Management on July 2nd, 2020

Picture 2.png

Focus on Low Costs + High Insider Ownership when evaluating funds

Submitted by Your Personal CFO - Bourbon Financial Management on February 17th, 2020

Focus on Low Costs + High Insider Ownership when evaluating funds.png

Active / Passive Performance has been cyclical

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

Active and Passive Performance has been cyclical.png

MSCI world value vs growth since 2009, rebased 23.09.2009=100

Submitted by Your Personal CFO - Bourbon Financial Management on February 1st, 2020

MSCI World Value vs Growth since 2009.png

Syndicate content