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Home > Wealth Management

Wealth Management

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Good negative returns funds

Submitted by Your Personal CFO - Bourbon Financial Management on November 3rd, 2019

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Pension/defined benefit plan statistics

Submitted by Your Personal CFO - Bourbon Financial Management on October 25th, 2019

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Longevity risk

Submitted by Your Personal CFO - Bourbon Financial Management on October 25th, 2019

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Sequence risk and impact of skipping a year of retirement distributions

Submitted by Your Personal CFO - Bourbon Financial Management on October 25th, 2019

Sequence risk and impact of skipping a year of retirement distributions.png

The solution to losing money in a downturn is understanding a client's risk tolerance

Submitted by Your Personal CFO - Bourbon Financial Management on October 17th, 2019

The solution to losing money in a downturn is understanding a client's risk tolerance.png

The solution to losing money in a downturn is to stick to a financial plan

Submitted by Your Personal CFO - Bourbon Financial Management on October 17th, 2019

The solution to losing money in a downturn is to stick to a financial plan.png

Savings needed for drug expenses for retirement at age 65 in 2018

Submitted by Your Personal CFO - Bourbon Financial Management on October 17th, 2019

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Rationale for strategic sector allocation

Submitted by Your Personal CFO - Bourbon Financial Management on October 17th, 2019

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Historical stock and bond correlation

Submitted by Your Personal CFO - Bourbon Financial Management on October 17th, 2019

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Disparity between investor returns vs. fund returns: 10 years ended December 31, 2017

Submitted by Your Personal CFO - Bourbon Financial Management on October 17th, 2019

Disparity between investor returns vs. fund returns; 10 years ended December 31, 2017.png

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