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Home > Wealth Management

Wealth Management

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Remaining Invested Is Critical (FactSet 1999-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on November 20th, 2020

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Historical Gold Bull Markets (Bloomberg Data 1974-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on November 19th, 2020

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Correlation of MSCI Emerging Markets Index vs. S&P 500 Index (Bloomberg Data 1995-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on November 18th, 2020

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Stocks and Bonds Haven't Rallied Like This Since 1998 (Dow Jones Market Data 1984-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on November 15th, 2020

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The Retirement Equation (JPM Data 2013)

Submitted by Your Personal CFO - Bourbon Financial Management on November 10th, 2020

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Think Beyond the S&P500 Index

Submitted by Your Personal CFO - Bourbon Financial Management on November 8th, 2020

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High-Yield Corporate Bond Spreads Widen (Guggenheim Investments 1994-2018)

Submitted by Your Personal CFO - Bourbon Financial Management on November 6th, 2020

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Gold vs. S&P 500 Returns, 5-Year Rolling Correlation (Bloomberg Data 1965-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on November 4th, 2020

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Do earnings and dividends revert back to the mean? (Bureau of Labor Statistics 1949-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on October 26th, 2020

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Shiller P/E projects a 6.7% 10-year return vs. the average of 10.9% (Robert Shiller Data 1925-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on October 25th, 2020

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