Home > Blog

Blog

us.jpg   fr.jpg

Aggregate drawdown creates tax-loss harvesting opportunities

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

37.png

Forward looking returns for the 60/40 portfolio post 10% declines: January 1926-September 2022

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

36.png

The last decade of developed ex US and emerging market country returns in excess of MSCI ACWI IMI index

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

34.png

Historical 60/40 returns: January 1926-September 2022

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

35.png

January 1, 2002-December 31, 2021, annualized returns

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

33.png

Private equity deals and exits since 2007

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

32.png

60/40 portfolio annual worst YTD return in past 100 years

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

31.png

Percent job losses in post WW2 recessions

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

30.png

3-year annualized stock vs. bond total returns since 1984

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

29.png

Unemployment rate and S&P 500 drawdown (in %) since 1960

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

28.png

Syndicate content