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Home > Wealth Management

Wealth Management

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Traditional 60/40 Portfolio Alternatives

Submitted by Your Personal CFO - Bourbon Financial Management on March 18th, 2016

Traditional 60-40 Portfolio Alternatives.png

The Spectrum of Potential Reverse Mortgage Uses

Submitted by Your Personal CFO - Bourbon Financial Management on March 18th, 2016

The Spectrum of Potential Reverse Mortgage Uses.png

The Relative Value of $100

Submitted by Your Personal CFO - Bourbon Financial Management on March 18th, 2016

The Relative Value of $100.jpg

Since 1995 Global Pensions Have Increased Their Exposure to Alternatives From 5% to 25%

Submitted by Your Personal CFO - Bourbon Financial Management on March 18th, 2016

Since 1995 Global Pensions Have Increased Their Exposure to Alternatives From 5% to 25%.png

Non-Financial ROE (2004-2015)

Submitted by Your Personal CFO - Bourbon Financial Management on March 18th, 2016

Non-Financial ROE (2004-2015).png

Life Insurance vs. Long Term Care Insurance

Submitted by Your Personal CFO - Bourbon Financial Management on March 18th, 2016

Life Insurance vs. Long Term Care Insurance.png

Evolution to wealth manager

Submitted by Your Personal CFO - Bourbon Financial Management on March 18th, 2016

Evolution to wealth manager.jpg

Evolution to wealth manager

Submitted by Your Personal CFO - Bourbon Financial Management on March 18th, 2016

Evolution to wealth manager.jpg

A Traditional Stock and Bond Allocation Today Might Return Half the Long-term Average

Submitted by Your Personal CFO - Bourbon Financial Management on March 18th, 2016

A Traditional Stock and Bond Allocation Today Might Return Half the Long-term Average.png

Years of Sustainable Withdrawals for a Portfolio for Typical Makets (50th Percentile)

Submitted by Your Personal CFO - Bourbon Financial Management on March 11th, 2016

Years of Sustainable Withdrawals for a Portfolio for Typical Makets (50th Percentile).png

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