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Wealth Management

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Every Penny Matters

Submitted by Your Personal CFO - Bourbon Financial Management on June 23rd, 2017

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Number of Successful Active Funds vs Number of Consecutive Years of Underperformance in 15 Years’ Time Frame

Submitted by Your Personal CFO - Bourbon Financial Management on June 2nd, 2017

Patience Is Necessary - Number of Successful Active Equity Funds vs Number of Consecutive Years of Underperformance in 15 Years Time Frame.png

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    • Active Fund Managers Rarely Outperform Their Benchmarks Consistently: % of Underperforming Managers Over Time by Asset Class

    Submitted by Your Personal CFO - Bourbon Financial Management on June 2nd, 2017

    Active Fund Managers Rarely Outperform Their Benchmarks Consistently - Percent of Underperforming Managers Over Five Years by Asset Class.png

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    • Outperformance Persistence of Fund Managers over Time is Insignificant

    Submitted by Your Personal CFO - Bourbon Financial Management on June 2nd, 2017

    Outperformance Persistence of Fund Managers over Time is Insignificant.png

    Asset Allocation Model for Different Robo Advisers

    Submitted by Your Personal CFO - Bourbon Financial Management on May 19th, 2017

    Asset Allocation Model for Different Robo Advisers.png

    Required Savings Rates for Retirement by Age Start Saving

    Submitted by Your Personal CFO - Bourbon Financial Management on May 12th, 2017

    Required Savings Rates for Retirement by Age Start Saving.png

    Retirement Income Planning Issues: Longevity Risk

    Submitted by Your Personal CFO - Bourbon Financial Management on May 12th, 2017

    Retirement Income Planning Issues - Longevity Risk.png

    Key Risks for Retirement Income Planning

    Submitted by Your Personal CFO - Bourbon Financial Management on May 12th, 2017

    Key Risks for Retirement Income Planning.png

    Financial Circumstances Differ for Retirees

    Submitted by Your Personal CFO - Bourbon Financial Management on May 12th, 2017

    Financial Circumstances Differ for Retirees.png

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