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Home > Wealth Management

Wealth Management

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Stocks were up 97% of the time considering ten-year holding periods since 1937

Submitted by Your Personal CFO - Bourbon Financial Management on September 23rd, 2019

Stocks were up 97% of the time considering ten-year holding periods since 1937.png

Stocks were up 90% of the time considering five-year holding periods since 1937

Submitted by Your Personal CFO - Bourbon Financial Management on September 23rd, 2019

Stocks were up 90% of the time considering five-year holding periods since 1937.png

Markets have continued to rally after previous yield curve inversions

Submitted by Your Personal CFO - Bourbon Financial Management on July 7th, 2019

Markets have continued to rally after previous yield curve inversions.png

A large gap exists in life expectancies by income level

Submitted by Your Personal CFO - Bourbon Financial Management on July 7th, 2019

A large gap exists in life expectancies by income level.png

Life expectancies keep increasing

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

Life expectancies keep increasing.png

Expenditures as a percentage of total consumption by age

Submitted by Your Personal CFO - Bourbon Financial Management on July 2nd, 2019

Expenditures as a percentage of total consumption by age.png

A more colorful perspective of 4%

Submitted by Your Personal CFO - Bourbon Financial Management on July 2nd, 2019

A more colorful perspective of 4.png

The "safety" of the 4% rule, past versus future

Submitted by Your Personal CFO - Bourbon Financial Management on July 2nd, 2019

The safety of the 4 rule, past versus future.png

Historical market valuations

Submitted by Your Personal CFO - Bourbon Financial Management on June 30th, 2019

Historical market valuations.png

Stocks return 10% per year?

Submitted by Your Personal CFO - Bourbon Financial Management on June 30th, 2019

Stocks return 10 percent per year.png

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