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Wealth Management

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Inflation Adjusted Spending During Retirement

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

Inflation Adjusted Spending During Retirement.png

Active Funds with Lowest Cost, Highest Ownership and Low Downside Capture Outperformed Indexes More Often in Withdrawal Scenario

Submitted by Your Personal CFO - Bourbon Financial Management on June 23rd, 2017

Active Funds with Lowest Cost, Highest Ownership and Low Downside Capture Outperformed Indexes More Often in a Withdrawal Scenario.png

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    • Start Early - Invest 25% Less and Save 50% More

    Submitted by Your Personal CFO - Bourbon Financial Management on June 23rd, 2017

    Start Early - Save 25 Less and Have 50 More.PNG

    Monthly Savings Needed To Achieve $1Million At Retirement Based On When You Start Investing

    Submitted by Your Personal CFO - Bourbon Financial Management on June 23rd, 2017

    Monthly Savings Needed to Achieve 1M Retirement.PNG

    Every Penny Matters

    Submitted by Your Personal CFO - Bourbon Financial Management on June 23rd, 2017

    Every Penny Matters.PNG

    Number of Successful Active Funds vs Number of Consecutive Years of Underperformance in 15 Years’ Time Frame

    Submitted by Your Personal CFO - Bourbon Financial Management on June 2nd, 2017

    Patience Is Necessary - Number of Successful Active Equity Funds vs Number of Consecutive Years of Underperformance in 15 Years Time Frame.png

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    • Active Fund Managers Rarely Outperform Their Benchmarks Consistently: % of Underperforming Managers Over Time by Asset Class

    Submitted by Your Personal CFO - Bourbon Financial Management on June 2nd, 2017

    Active Fund Managers Rarely Outperform Their Benchmarks Consistently - Percent of Underperforming Managers Over Five Years by Asset Class.png

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    • Outperformance Persistence of Fund Managers over Time is Insignificant

    Submitted by Your Personal CFO - Bourbon Financial Management on June 2nd, 2017

    Outperformance Persistence of Fund Managers over Time is Insignificant.png

    Asset Allocation Model for Different Robo Advisers

    Submitted by Your Personal CFO - Bourbon Financial Management on May 19th, 2017

    Asset Allocation Model for Different Robo Advisers.png

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