Wealth Management

Annual Flows to U.S. Mutual Fund Industry Since 2000: Vanguard vs the Rest of the U.S. Fund Industry

Submitted by Your Personal CFO - Bourbon Financial Management on May 5th, 2017

Annual Flows to U.S. Mutual Fund Industry Since 2000-- Vanguard vs the Rest of the U.S. Fund Industry.png

Submitted by Your Personal CFO - Bourbon Financial Management on May 5th, 2017

The New Geography of Investing.png

Submitted by Your Personal CFO - Bourbon Financial Management on April 14th, 2017

Impact of Personal Income Tax Rate Proposal.png

Submitted by Your Personal CFO - Bourbon Financial Management on April 14th, 2017

Changes in Asset Allocation for Not Rebalanced Portfolio Since 1973.png

Submitted by Your Personal CFO - Bourbon Financial Management on April 7th, 2017

Housing Affordability in the US Since 1977.png

Submitted by Your Personal CFO - Bourbon Financial Management on April 7th, 2017

Submitted by Your Personal CFO - Bourbon Financial Management on March 10th, 2017

Remaining Longevity by Age for Couples, Females and Males.png

Submitted by Your Personal CFO - Bourbon Financial Management on March 10th, 2017

Plan Sponsors’ Returns Before and After Hiring of Investment Managers.png

Submitted by Your Personal CFO - Bourbon Financial Management on March 3rd, 2017

Submitted by Your Personal CFO - Bourbon Financial Management on March 3rd, 2017

Correlation Between S&P 500 Index and Major Asset Classes.png