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Home > Wealth Management

Wealth Management

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Years of Sustainable Withdrawals for a Portfolio for Typical Makets (50th Percentile)

Submitted by Your Personal CFO - Bourbon Financial Management on March 11th, 2016

Years of Sustainable Withdrawals for a Portfolio for Typical Makets (50th Percentile).png

Replacement Ratios by Income

Submitted by Your Personal CFO - Bourbon Financial Management on March 11th, 2016

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Why Is Asset Location Important

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2016

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Global Bonds Capture Broadest Fix Income Opportunities

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2016

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Institutional Manager Selection (1994-2003)

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2016

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Value of Saving $300/Month with 8% Returns with Good/Bad Decades

Submitted by Your Personal CFO - Bourbon Financial Management on February 26th, 2016

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What Questions Can a Financial Planner Answer?

Submitted by Your Personal CFO - Bourbon Financial Management on February 26th, 2016

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Equity Exposure Can Vary Widely in Passive TDFs

Submitted by Your Personal CFO - Bourbon Financial Management on February 19th, 2016

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Active Versus Passive Fund Strategies

Submitted by Your Personal CFO - Bourbon Financial Management on February 19th, 2016

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S&P 500 vs. HY Spreads

Submitted by Your Personal CFO - Bourbon Financial Management on January 22nd, 2016

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