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Home > Wealth Management

Wealth Management

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Stocks have trended higher regardless of which party has been in office (Morningstar 1933-2018)

Submitted by Your Personal CFO - Bourbon Financial Management on March 22nd, 2021

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60/40 "Lost Decades" Are More Common Than You Think (Bloomberg Data 1900-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on March 15th, 2021

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10-Year Treasury Yields Still Near Record Lows (Bloomberg Data 1984-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2021

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The Link Between Commodities Prices and Value Stocks (Stifel Equity Research 1795-2020)

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

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2020 Has Already Had More Days with 5% Swings Than All of 2008 (Bloomberg Data 2000-2020)

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

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Cost of care trends (2004 - 2019)

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

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Value Underperformance Globally has Reached Historical Levels (Bloomberg Data 1975-2020)

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

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Outperformance of Growth over Value has Reached Record Levels (Bloomberg Data 1990-2020)

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

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Growth Outperformance Highest Since Dot.Com Bubble (Bloomberg Data 1998-2020)

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

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S&P500 bear markets and recoveries

Submitted by Your Personal CFO - Bourbon Financial Management on February 16th, 2021

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