Wealth Management

Impact of Personal Income Tax Rate Proposal

Submitted by Your Personal CFO - Bourbon Financial Management on April 14th, 2017

Impact of Personal Income Tax Rate Proposal.png

Submitted by Your Personal CFO - Bourbon Financial Management on April 14th, 2017

Changes in Asset Allocation for Not Rebalanced Portfolio Since 1973.png

Submitted by Your Personal CFO - Bourbon Financial Management on April 7th, 2017

Housing Affordability in the US Since 1977.png

Submitted by Your Personal CFO - Bourbon Financial Management on April 7th, 2017

Submitted by Your Personal CFO - Bourbon Financial Management on March 10th, 2017

Remaining Longevity by Age for Couples, Females and Males.png

Submitted by Your Personal CFO - Bourbon Financial Management on March 10th, 2017

Plan Sponsors’ Returns Before and After Hiring of Investment Managers.png

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

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

Correlation Between S&P 500 Index and Major Asset Classes.png

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

Submitted by Your Personal CFO - Bourbon Financial Management on February 24th, 2017