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Home > Wealth Management

Wealth Management

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Small caps have outperformed their large-cap cousins (Morningstar 2005-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on April 18th, 2021

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Estimated and Actual nominal 12-year nominal total return on 60/30/10 mix (S&P Data 1928-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on April 16th, 2021

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Small- Cap Value Has Never Been Cheaper Relatively Speaking (Morningstar Direct 1979-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on April 15th, 2021

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The Value Factor: The Long Term Track Record Remains Intact (Morningstar Direct 1927-2017)

Submitted by Your Personal CFO - Bourbon Financial Management on April 14th, 2021

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International equities belong in a diversified portfolio (MSCI 1980-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on April 12th, 2021

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Best and Worst Rolling Return Period (Dimensional Fund Advisors 1991-2016)

Submitted by Your Personal CFO - Bourbon Financial Management on April 9th, 2021

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Wellington's Capital Market Assumptions (Wellington Management 2020)

Submitted by Your Personal CFO - Bourbon Financial Management on April 1st, 2021

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Bull and Bear Markets (Morningstar 1970-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on March 30th, 2021

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