us.jpg fr.jpg

info@bourbonfm.com
(+1) 312 909 6539

facebook.png linkedin.png 01113281ebb7dfb57a8dc2a02eb1cb92.png_srz_26_26_85_22_0.50_1.20_0.00_png_srz.png e83942d98df1989e10269ad67034ea34.png_srz_26_26_85_22_0.50_1.20_0.00_png_srz.png    

Home > Wealth Management

Wealth Management

us.jpg   fr.jpg

Historical Equity Return (Source: RAFI Indices)

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

September 5.png

Historical Bond Return (Source: RAFI Indices)

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

September 3.png

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

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

September 2.png

Reversion to the Mean (Source: Robert Shiller)

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

August 10.png

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

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

July 17.png

Historical Annual Return (Source: Morningstar Direct Data)

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

August 8.png

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

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

July 23.png

Returns 60% SPX 40% US AGG (BlackRock 2008-2020)

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

B (104).png

Syndicate content