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Home > Wealth Management

Wealth Management

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Active and Passive Outperform in Different Environments

Submitted by Your Personal CFO - Bourbon Financial Management on February 23rd, 2018

Active and Passive Outperform in Different Environments.png

Percentage of Large Cap Funds Outperforming S&P 500

Submitted by Your Personal CFO - Bourbon Financial Management on February 23rd, 2018

Percentage of Large Cap Funds Outperforming S&P 500.png

Active Management Could Have A Large Impact Vs. Passive Management

Submitted by Your Personal CFO - Bourbon Financial Management on February 16th, 2018

Active Management Could Have A Large Impact Vs. Passive Management.png

Longevity Risk By Gender and Marital Status

Submitted by Your Personal CFO - Bourbon Financial Management on February 16th, 2018

Longevity Risk By Gender and Marital Status.png

Altering Asset Allocations Can Be Costly

Submitted by Your Personal CFO - Bourbon Financial Management on February 16th, 2018

Altering Asset Allocations Can Be Costly.png

Asset Allocation of Global Pension Plans Since 1997

Submitted by Your Personal CFO - Bourbon Financial Management on December 8th, 2017

Asset Allocation of Global Pension Plans Since 1997.png

Morningstar Estimates that Approximately 100-200bps Are Lost Annually to Tax-Inefficient Investing

Submitted by Your Personal CFO - Bourbon Financial Management on November 3rd, 2017

Morningstar Estimates that Approximately 100-200bps Are Lost Annually to Tax-Inefficient Investing.png

Actual Portfolio Drift and Performance for a Buy-And-Hold vs. Rebalanced Portfolio

Submitted by Your Personal CFO - Bourbon Financial Management on October 6th, 2017

Actual Portfolio Drift and Performance for a Buy-And-Hold vs. Rebalanced Portfolio.png

Optimal Retirement Plan

Submitted by Your Personal CFO - Bourbon Financial Management on September 22nd, 2017

Optimal Retirement Plan.png

International Success Rate of the 4% Rule

Submitted by Your Personal CFO - Bourbon Financial Management on September 22nd, 2017

International Success Rate of the 4% Rule.png

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