Wealth Management

Only 2% of All Large-Cap Equity Funds Remained in the Top Half Over a Five-Year Period (Standard and Poor's 500)

Submitted by Your Personal CFO - Bourbon Financial Management on October 30th, 2024

Wealth Management

экрана 2024-09-23 в 10.06.41 PM.png

Popular strategies performance

Submitted by Your Personal CFO - Bourbon Financial Management on October 21st, 2024

Wealth Management

экрана 2024-09-23 в 7.24.45 PM.png

Foreign Small/Mid -25th Percentile Active Manager Rolling 12-Month Excess Return (Factset 2001-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on October 11th, 2024

Wealth Management

экрана 2024-09-23 в 7.21.07 PM.png

Strategic asset allocation by family offices in the U.S. (UBS)

Submitted by Your Personal CFO - Bourbon Financial Management on September 26th, 2024

экрана 2024-09-03 в 6.57.04 AM.png

Total Equity Returns in Various Countries by Decade (1970-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on September 24th, 2024

экрана 2024-09-03 в 6.55.24 AM.png

Non-total Market Index Funds Capture the Majority of Index Fund Assets (Vanguard)

Submitted by Your Personal CFO - Bourbon Financial Management on September 23rd, 2024

Wealth Management

экрана 2024-09-03 в 6.54.52 AM.png

Types of IRA Beneficiaries and Distribution Options (Pre-SECURE Act vs. SECURE Act)

Submitted by Your Personal CFO - Bourbon Financial Management on July 18th, 2024

Wealth Management

Single:Double1.png

Required Minimum Distributions and Account Types

Submitted by Your Personal CFO - Bourbon Financial Management on July 17th, 2024

Wealth Management

экрана 2024-05-25 в 12.37.00 AM.png

Tax-Advantage of 529 Plan

Submitted by Your Personal CFO - Bourbon Financial Management on July 17th, 2024

Wealth Management

экрана 2024-05-25 в 12.32.33 AM.png

Total Dollar Amount Received With Different Monthly Payments

Submitted by Your Personal CFO - Bourbon Financial Management on July 15th, 2024

Wealth Management

экрана 2024-05-25 в 12.27.32 AM.png