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Cumulative wealth differential: 60/40 blend minus equally weight portfolio, 1975-2020

Submitted by Your Personal CFO - Bourbon Financial Management on September 2nd, 2021

Wealth Management

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Is Diversification Dead? A look by decade (Source: RAFI Indices)

Submitted by Your Personal CFO - Bourbon Financial Management on September 1st, 2021

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RAFI's Steep Discounts Suggest Higher Subsequent Returns (source: RAFI Indices)

Submitted by Your Personal CFO - Bourbon Financial Management on August 31st, 2021

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Valuation Has Become Cheaper Since 2006 (Source: DoubleLine Funds)

Submitted by Your Personal CFO - Bourbon Financial Management on August 29th, 2021

Valuation

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Value Has Underperformed since 2006 (Source: RAF Indices)

Submitted by Your Personal CFO - Bourbon Financial Management on August 28th, 2021

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How Expensive are FANMAG (Source: RAF Indices)

Submitted by Your Personal CFO - Bourbon Financial Management on August 27th, 2021

Economy

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US equity prices vs. rest of world since 1970

Submitted by Your Personal CFO - Bourbon Financial Management on August 26th, 2021

Returns

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Listed homes for sale per capita since 1991

Submitted by Your Personal CFO - Bourbon Financial Management on August 25th, 2021

Economy

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A Multi-Year Boom in Home Prices Could Boost Rent Inflation (Source: DoubleLine Funds)

Submitted by Your Personal CFO - Bourbon Financial Management on August 23rd, 2021

Economy

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US budget deficit watch since 1970

Submitted by Your Personal CFO - Bourbon Financial Management on August 22nd, 2021

Economy

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