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Home > Wealth Management

Wealth Management

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Most asset classes are deeply in the red year-to-date

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

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Growth of $1 Following 30% Drop in U.S. Total Market

Submitted by Your Personal CFO - Bourbon Financial Management on September 9th, 2020

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U.S. adults whose households have no emergency savings

Submitted by Your Personal CFO - Bourbon Financial Management on September 7th, 2020

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Target-date fund allocations all over the map

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

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Relative Valuation (Value/Growth) US, International and Emerging Markets

Submitted by Your Personal CFO - Bourbon Financial Management on September 1st, 2020

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Global equities: Value minus growth

Submitted by Your Personal CFO - Bourbon Financial Management on August 31st, 2020

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Challenge of timing the market

Submitted by Your Personal CFO - Bourbon Financial Management on August 27th, 2020

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Correlation of fixed-income sectors vs. S&P500 and yields

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

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Returns for 2020 Retirees During Coronavirus Sell-Off

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

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Performance of Near-Retirement Target Date Funds When Markets Neared This Year's Low

Submitted by Your Personal CFO - Bourbon Financial Management on August 24th, 2020

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