Home > Blog

Blog

us.jpg   fr.jpg

Same Return, Different Results

Submitted by Your Personal CFO - Bourbon Financial Management on October 9th, 2015

retirement money.jpg

Final Wealth vs. the Final 10 Years - Drawdowns and Bad Returns Matter

Submitted by Your Personal CFO - Bourbon Financial Management on October 9th, 2015

final wealth.jpg

10-Year Annualized Real Returns

Submitted by Your Personal CFO - Bourbon Financial Management on October 9th, 2015

S&P 500 index.jpg

Value Can Help by Dampening Drawdowns: Three-Year Drawdown, from Starting Valuation

Submitted by Your Personal CFO - Bourbon Financial Management on October 9th, 2015

drawdown of S&P.jpg

Dynamic Glidepath: +/- 20% "Channel"

Submitted by Your Personal CFO - Bourbon Financial Management on October 9th, 2015

dynamic glidepath.jpg

Terminal Wealth, Static vs. Dynamic Glidepath

Submitted by Your Personal CFO - Bourbon Financial Management on October 9th, 2015

terminal wealth.jpg

Distribution of Wealth Outcomes

Submitted by Your Personal CFO - Bourbon Financial Management on October 9th, 2015

wealth outcomes.jpg

Impact of Hedging on "Tail Events" for an Investment in MSCI EAFE or MSCI Switzerland

Submitted by Your Personal CFO - Bourbon Financial Management on October 9th, 2015

msci - tail events.jpg

MSCI ACWI ex-U.S. vs. S&P500

Submitted by Your Personal CFO - Bourbon Financial Management on October 9th, 2015

MSC Vs S&P.jpg

Russell 2000 vs. S&P 500

Submitted by Your Personal CFO - Bourbon Financial Management on October 9th, 2015

rusell vs S&P.jpg

Syndicate content