us.jpg fr.jpg

info@bourbonfm.com
(+1) 312 909 6539

facebook.png linkedin.png 01113281ebb7dfb57a8dc2a02eb1cb92.png_srz_26_26_85_22_0.50_1.20_0.00_png_srz.png e83942d98df1989e10269ad67034ea34.png_srz_26_26_85_22_0.50_1.20_0.00_png_srz.png    

Home > Wealth Management

Wealth Management

us.jpg   fr.jpg

How much does your annual salary need to be for you to feel happy/less stressed?

Submitted by Your Personal CFO - Bourbon Financial Management on February 20th, 2026

Feb20-2.png

Fees, Taxes and Behavior are the Enemy of Returns

Submitted by Your Personal CFO - Bourbon Financial Management on February 20th, 2026

Feb20-1.png

Bloomberg US Aggregate Index Historical Drawdowns

Submitted by Your Personal CFO - Bourbon Financial Management on February 19th, 2026

Feb19-1.png

The Death of Mutual Funds for Taxable Investors

Submitted by Your Personal CFO - Bourbon Financial Management on February 17th, 2026

Feb17-3.png

SPIVA Around the World - % of Active Funds That Underperformed Benchmarks

Submitted by Your Personal CFO - Bourbon Financial Management on February 9th, 2026

Feb9-2.png

Potentially Opportunistic Time for Tax-Exempts

Submitted by Your Personal CFO - Bourbon Financial Management on February 5th, 2026

Feb5-3.png

Life Expectancy Gaps by Income

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2026

Feb4-2.png

Russell 2000 Total Market Cap as a Percentage of Russell 3000 Total Market Cap (%)

Submitted by Your Personal CFO - Bourbon Financial Management on February 2nd, 2026

Feb2-2.png

How does holding more cash impact your returns?

Submitted by Your Personal CFO - Bourbon Financial Management on January 28th, 2026

Jan28-1.png

Asset Class DPI Generation

Submitted by Your Personal CFO - Bourbon Financial Management on January 22nd, 2026

Jan22-2.png

Syndicate content