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Home > Wealth Management

Wealth Management

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Asset Allocation of Global Pension Plans Since 1997

Submitted by Your Personal CFO - Bourbon Financial Management on December 8th, 2017

Asset Allocation of Global Pension Plans Since 1997.png

Morningstar Estimates that Approximately 100-200bps Are Lost Annually to Tax-Inefficient Investing

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

Morningstar Estimates that Approximately 100-200bps Are Lost Annually to Tax-Inefficient Investing.png

Actual Portfolio Drift and Performance for a Buy-And-Hold vs. Rebalanced Portfolio

Submitted by Your Personal CFO - Bourbon Financial Management on October 6th, 2017

Actual Portfolio Drift and Performance for a Buy-And-Hold vs. Rebalanced Portfolio.png

Optimal Retirement Plan

Submitted by Your Personal CFO - Bourbon Financial Management on September 22nd, 2017

Optimal Retirement Plan.png

International Success Rate of the 4% Rule

Submitted by Your Personal CFO - Bourbon Financial Management on September 22nd, 2017

International Success Rate of the 4% Rule.png

Change in Prices of Goods and Services Since 1980

Submitted by Your Personal CFO - Bourbon Financial Management on September 22nd, 2017

Change in Prices of Goods and Services since 1980.png

Postpone Retirement for Extra Benefits

Submitted by Your Personal CFO - Bourbon Financial Management on September 22nd, 2017

Postpone Retirement for Extra Benefits.png

Starting Point for Taking Social Security Retirement Benefits and Life Expectancy

Submitted by Your Personal CFO - Bourbon Financial Management on September 22nd, 2017

Starting Point for Taking Social Security Retirement Benefits and Life Expectancy.png

Probability of a 65 Year Old Living to Age 95

Submitted by Your Personal CFO - Bourbon Financial Management on September 22nd, 2017

Probability of 65 Year Old Living to Age 95.png

Good and Bad Time To Retire With Respect To Equity Market Performance

Submitted by Your Personal CFO - Bourbon Financial Management on September 8th, 2017

Good and Bad Time To Retire With Respect To Equity Market Performance.png

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