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Home > Wealth Management

Wealth Management

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Rolling 5-year return differential: U.S. stocks - International stocks

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

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Average stock fund investor return vs. average stock fund return

Submitted by Your Personal CFO - Bourbon Financial Management on January 21st, 2021

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Recent valuation levels paint grim outlook for future equity returns in the long run

Submitted by Your Personal CFO - Bourbon Financial Management on January 20th, 2021

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Long-term sentiment from individual investors at an extreme

Submitted by Your Personal CFO - Bourbon Financial Management on January 19th, 2021

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Equities have offered better protection against inflation over the long term

Submitted by Your Personal CFO - Bourbon Financial Management on January 13th, 2021

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20 -Year period from 1997-2017: $ 100,000 initial investment

Submitted by Your Personal CFO - Bourbon Financial Management on January 12th, 2021

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Missing the best days of the market over the past 20 years

Submitted by Your Personal CFO - Bourbon Financial Management on January 11th, 2021

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Real income takes years to return after recessions

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

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Comparing valuations around the globe

Submitted by Your Personal CFO - Bourbon Financial Management on January 1st, 2021

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Length of Recoveries Tend to be Proportionate to the Magnitude of the Declines

Submitted by Your Personal CFO - Bourbon Financial Management on January 1st, 2021

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