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Home > Wealth Management

Wealth Management

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Price/Sales: S&P 500 Growth Index vs. S&P Value Index (Bloomberg Data 2020)

Submitted by Your Personal CFO - Bourbon Financial Management on May 5th, 2021

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Why The Rich Get Richer (Tom Hegna 2020)

Submitted by Your Personal CFO - Bourbon Financial Management on May 4th, 2021

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Annualized performance by economic cycle (Bloomberg Data 1980-2021)

Submitted by Your Personal CFO - Bourbon Financial Management on May 3rd, 2021

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Annual returns by asset class from the highest to the lowest (Vanguard 1997-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on May 2nd, 2021

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Percent of Stocks Beating the S&P 500 Over the Trailing 12 Months (Kallash Capital 1964-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on April 28th, 2021

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Potential impact of taxes over time (Morningstar 2019)

Submitted by Your Personal CFO - Bourbon Financial Management on April 27th, 2021

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Markets and Presidents (Bloomberg Data 1900-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on April 26th, 2021

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Foreigners Very Bullish (Charles Schwab 1979-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on April 25th, 2021

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Annual Rise in Rates the Bond Market Can Withstand and Remain Positive (Bloomberg Data 1991-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on April 24th, 2021

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