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Home > Wealth Management

Wealth Management

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Private equity outperformance vs. public markets on a 10-year rolling basis since 1991

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

Private equity outperformance vs. public markets on a 10-year rolling basis since 1991.png

Historically, emerging market debt has rebounded quickly from a downturn

Submitted by Your Personal CFO - Bourbon Financial Management on October 15th, 2019

Historically, emerging market debt has rebounded quickly from a downturn.png

How much is a U.S. recession priced in?

Submitted by Your Personal CFO - Bourbon Financial Management on October 11th, 2019

How much of a U.S. recession is priced in.png

Year-end financial checklist

Submitted by Your Personal CFO - Bourbon Financial Management on October 4th, 2019

14 Smart Things to Consider for Your Year-End Financial Checklist
Be Ready for a Great 2016!
 

year-end checklist 1.png
 

Top 10 funds

Submitted by Your Personal CFO - Bourbon Financial Management on October 4th, 2019

How Are Your Mutual Funds Performing?

 

There are over 10,000 mutual funds available in North America. Unfortunately, the majority perform poorly compared to indices like the S&P 500, Dow Jones...

How to reduce taxes

Submitted by Your Personal CFO - Bourbon Financial Management on October 4th, 2019

How to Reduce Taxes? Let's Learn More About the U.S. Tax System!

Let's diversify our portfolio!

Submitted by Your Personal CFO - Bourbon Financial Management on October 4th, 2019

Let's Diversify our Portfolio!

Real estate prices

Submitted by Your Personal CFO - Bourbon Financial Management on October 4th, 2019

Are we at the Bottom of Real Estate Prices?
Discover a Bullish View!

 

How to pick better mutual funds?

Submitted by Your Personal CFO - Bourbon Financial Management on October 4th, 2019

How to Pick Better Mutual Funds?

* PEOPLE + PROCESS + PHILOSOPHY = PERFORMANCE *    

 

Dear friends,

If you have the time, desire, experience and knowledge of building your own investment and retirement portfolios, this newsletter is for you!

Markets trends: bullish, but how long?

Submitted by Your Personal CFO - Bourbon Financial Management on October 4th, 2019

Markets Trends: Bullish, But How Long?

 

Some of you have recently asked for our opinion on the financial markets and trends. Let me present here our view.

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