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Home > Wealth Management

Wealth Management

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Return Forecast Distributions & Probabilities of Return (Source: RAFI Indices)

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

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Research Affiliates' Current Capital Markets Expectations (Source: RAFI Indices)

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

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Historical Equity Return (Source: RAFI Indices)

Submitted by Your Personal CFO - Bourbon Financial Management on September 5th, 2021

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Historical Bond Return (Source: RAFI Indices)

Submitted by Your Personal CFO - Bourbon Financial Management on September 3rd, 2021

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Cumulative wealth differential: 60/40 blend minus equally weight portfolio, 1975-2020

Submitted by Your Personal CFO - Bourbon Financial Management on September 2nd, 2021

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Reversion to the Mean (Source: Robert Shiller)

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

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S&P and Barclays Aggregate Return (Source: Zephyr StyleADVISOR)

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

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Historical Annual Return (Source: Morningstar Direct Data)

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

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Ownership of US corporate stock (Source: Tax Policy Center, 2019)

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

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