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Home > Wealth Management

Wealth Management

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Active Fund Success Rates by Category (as of 2024)

Submitted by Your Personal CFO - Bourbon Financial Management on September 2nd, 2025

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Public and Private Manager Dispersion Chart

Submitted by Your Personal CFO - Bourbon Financial Management on August 25th, 2025

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Trying to buy back in after going to cash

Submitted by Your Personal CFO - Bourbon Financial Management on June 1st, 2025

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Required Annual Contributions to Reach $2.5M Portfolio

Submitted by Your Personal CFO - Bourbon Financial Management on March 27th, 2025

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Berkshire's Cash Allocation Over Market Cycles

Submitted by Your Personal CFO - Bourbon Financial Management on March 14th, 2025

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Top 10 Active ETF Issuers by AUM

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2025

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Top Advisor Average Expected 10-Year Returns

Submitted by Your Personal CFO - Bourbon Financial Management on January 30th, 2025

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Tax Rates for Income and Capital Gains (1916-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on November 21st, 2024

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Setting the Scene for a New Era of Investing (Morningstar)

Submitted by Your Personal CFO - Bourbon Financial Management on November 20th, 2024

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Warren Buffett's surging cash pile (1992-2023)

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

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