Blog

Market Timing is Very Difficult

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

Wealth Management

Performance of Equity vs. Bonds during Fed Tightening Cycles

Submitted by Your Personal CFO - Bourbon Financial Management on January 3rd, 2015

Returns

Stocks and Bonds Rolling 36-month Performance Correlations

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

Wealth Management

Real Annualized U.S. Equity & Government Bond Returns by Decade

Submitted by Your Personal CFO - Bourbon Financial Management on January 1st, 2015

Returns

Compound Annual Rates of Return by Decade (Stocks and Bonds)

Submitted by Your Personal CFO - Bourbon Financial Management on December 31st, 2014

Returns

S&P Real Price Index (Log Values)

Submitted by Your Personal CFO - Bourbon Financial Management on December 30th, 2014

Returns

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

Wealth Management

P/B Discount of MSCI Europe vs. S&P 500

Submitted by Your Personal CFO - Bourbon Financial Management on December 28th, 2014

Valuation

Why Do Investors Really Underperform Over Time?

Submitted by Your Personal CFO - Bourbon Financial Management on December 28th, 2014

http://advisorperspectives.com/commentaries/streettalk_100814.php

While the inability to participate in the financial markets is certainly a major issue, the biggest reason for underperformance by investors who do participate in the financial markets over time is psychology.

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10 year annualized excess return of S&P 500 over 10 year U.S. Treasury

Submitted by Your Personal CFO - Bourbon Financial Management on December 27th, 2014

Returns