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Wealth Management

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Share of households at risk of not having enough money in retirement

Submitted by Your Personal CFO - Bourbon Financial Management on February 5th, 2015

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Retirement Safe Withdrawal Rates

Submitted by Your Personal CFO - Bourbon Financial Management on January 31st, 2015

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According to Dalbar, over 20 years the "average" investor underperforms comparable investment indexes

Submitted by Your Personal CFO - Bourbon Financial Management on January 28th, 2015

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How much equity should you own?

Submitted by Your Personal CFO - Bourbon Financial Management on January 14th, 2015

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Market Timing is Very Difficult

Submitted by Your Personal CFO - Bourbon Financial Management on January 4th, 2015

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Stocks and Bonds Rolling 36-month Performance Correlations

Submitted by Your Personal CFO - Bourbon Financial Management on January 2nd, 2015

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Starting to collect Social Security later could help to live a better retirement

Submitted by Your Personal CFO - Bourbon Financial Management on December 29th, 2014

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Greed and Fear are your enemies!

Submitted by Your Personal CFO - Bourbon Financial Management on December 17th, 2014

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Missing Top-Performing Days Can Hurt Your Return

Submitted by Your Personal CFO - Bourbon Financial Management on December 16th, 2014

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Many People Will Exceed the Average Life Expectancy For Their Age Group

Submitted by Your Personal CFO - Bourbon Financial Management on December 15th, 2014

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