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Home > Wealth Management

Wealth Management

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According to Dalbar, over 20 years the "average" investor underperforms comparable investment indexes

Submitted by Your Personal CFO - Bourbon Financial Management on January 28th, 2015

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How much equity should you own?

Submitted by Your Personal CFO - Bourbon Financial Management on January 14th, 2015

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Market Timing is Very Difficult

Submitted by Your Personal CFO - Bourbon Financial Management on January 4th, 2015

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Stocks and Bonds Rolling 36-month Performance Correlations

Submitted by Your Personal CFO - Bourbon Financial Management on January 2nd, 2015

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Starting to collect Social Security later could help to live a better retirement

Submitted by Your Personal CFO - Bourbon Financial Management on December 29th, 2014

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Greed and Fear are your enemies!

Submitted by Your Personal CFO - Bourbon Financial Management on December 17th, 2014

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Missing Top-Performing Days Can Hurt Your Return

Submitted by Your Personal CFO - Bourbon Financial Management on December 16th, 2014

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Many People Will Exceed the Average Life Expectancy For Their Age Group

Submitted by Your Personal CFO - Bourbon Financial Management on December 15th, 2014

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Best of BFM: Summary of 11 Newsletters to Help You Live the Life You Want

Submitted by Your Personal CFO - Bourbon Financial Management on December 15th, 2014
To start the New Year, we offer you a summary of some of our past newsletters over the past three years. http://tinyurl.com/BFM-BestOf-2015-W

Longevity Risk: The Biggest Real Retirement Risk You Haven’t Covered

Submitted by Your Personal CFO - Bourbon Financial Management on December 3rd, 2014

This isn’t our parents’ or grandparents’ retirement anymore. Just a few decades ago, many retirees enjoyed the full benefits of the “three-legged stool” of retirement provide by guaranteed pension payments, savings, and Social Security.

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