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 > Blog

Blog

us.jpg   fr.jpg

Calendar-based rebalancing methods

Submitted by Your Personal CFO - Bourbon Financial Management on May 16th, 2024

Picture10.png

US Bank Stocks At Record Lows Vs S&P 500

Submitted by Your Personal CFO - Bourbon Financial Management on May 16th, 2024

Picture9.png

Median U.S. rent increase or decrease, year over year

Submitted by Your Personal CFO - Bourbon Financial Management on May 16th, 2024

Picture8.png

Burns Affordability Index Since 1985

Submitted by Your Personal CFO - Bourbon Financial Management on May 15th, 2024

Picture7.png

Listed Real Estate Correlations By Holding Period (1999-2021)

Submitted by Your Personal CFO - Bourbon Financial Management on May 15th, 2024

Picture6.png

DC REIT Adoption Disconnected From Other Retirement Plans

Submitted by Your Personal CFO - Bourbon Financial Management on May 15th, 2024

Picture5.png

Percent of Active Funds Underperforming Benchmarks, After Taxes since 2002

Submitted by Your Personal CFO - Bourbon Financial Management on May 14th, 2024

Picture4.png

Large-Cap Core Fund Annualized Performance Versus S&P 500 since 2002

Submitted by Your Personal CFO - Bourbon Financial Management on May 14th, 2024

Picture3.png

Total Returns Across Fixed Income Following Fed Peaks

Submitted by Your Personal CFO - Bourbon Financial Management on May 14th, 2024

Picture2.png

High Trading Cost Also Impact Returns

Submitted by Your Personal CFO - Bourbon Financial Management on May 13th, 2024

Picture1.png

Syndicate content