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BOURBON FINANCIAL MANAGEMENT
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Patrick Bourbon

Patrick Bourbon, CFA

(+1) 312-909-6539


 



Contact us to learn more about our comprehensive and independent financial planning services.



 
 
The BFM Board

  

Caroline Attia



Gilles de Barbeyrac
 
 
 
Laurent Barocas
 
 
 
Michel Deloison



Fabienne Legger

 
 

Ivan Leveille Nizerolle, CFA
 
  

Pierre Monperrus
 
 
 
Sagar Sheth
 
 



  

 
BEST OF BFM
 
Find practical tips you can use to help you make better and more informed decisions.
 
  DISCOVER THE BEST OF BFM NEWSLETTERS NOW 
 

Did you know that your vision can literally "trick" you? Did you know that human attention is limited and that we can't analyze all the information we receive?

 
We can offer more information depending on your individual needs. We provide customized services (serving as your " PERSONAL CHIEF FINANCIAL OFFICER ") and we may be able to solve a specific problem and help you achieve your goals.




We Bring You Financial Security and Financial Independence.


 

Don’t hesitate to

 contact us



 
 
BFM Videos

 
 
WE ARE ALL PREDICTABLY IRRATIONAL!


See examples of cognitive illusions, and learn why humans make predictably irrational decisions.



 


For example, did you know that your vision can literally “trick” you whenever it can? That human attention is limited and that we can’t analyze all the information we receive? Let's watch this video:
 
 
 

The butchers' and dietitians' story: discover the difference between brokers and fiduciaries.

 
 

BFM is a fiduciary (like a dietitian).

 
 
Behavioral Finance: overconfidence and the role of psychology.
(DR. SHILLER - 2013 NOBEL PRIZE IN ECONOMICS)


 
 
HOW BFM CAN HELP YOU

 
 
 
THE BFM PROCESS
 

 
INVESTMENT 101: BE PREPARED

 
 
WHY WE ARE FEE-ONLY FINANCIAL PLANNERS
 
 

WHY WE OFFER COMPREHENSIVE FINANCIAL PLANNING
 




 
 
We are CONFLICT-FREE.



 

Don’t hesitate to
 contact us
Charts of the Markets



Don't have time to read books about the U.S. or foreign economies?

No problem! Our charts are worth a thousand words and can help you make better financial decisions and become a better investor. 


Today, we are introducing a new format for the BFM newsletters. We want our readers to learn as much about the financial markets as they can, within a short period of time. We decided to tell the market stories through a few charts.
 
The total return of U.S. Stocks (S&P 500) since March 2009 is close to 250%. $100 would be worth $350 today. We hope you have seen good growth in your portfolio too!

If you are interested in more charts, check out our daily posting at

www.tinyurl.com/BFM-Facebook

 or our blog at

www.bourbonfm.com/blog.

 

We now live in a world of lower yields, lower expected returns, and higher taxes. You may need to diversify away from conventional U.S. equity centric portfolios. You may need a portfolio that also fare well when inflation rises. Furthermore, the U.S. Federal reserve should raise short term interest rates in the next six to twelve months. 

Now is clearly the time to update your portfolio to take advantage of market opportunities.


Schedule a complimentary consultation to discuss your investment strategies and goals today! 


Bull market run is at the 7th inning only?

 



Or maybe not...





U.S. stocks are already overvalued?











U.S. profits are at the peak?






Travelling to France is getting cheaper with a strong Dollar!







The average investors trade far too much -- and often at the worst times. They have a tendency to buy high and sell lowOur emotions take over from the deliberate side of the brain when we sense danger. 














 

Past Newsletters







 





COMPLIMENTARY CONSULTATION
 

 

COMPLIMENTARY CONSULTATION
 

We would welcome the opportunity to know you better, introduce ourselves, share with you the work we do for our clients, and position ourselves as a useful resource for you. It would be a wise first step towards achieving your vision.

 

Getting to know you, your needs and motivations, is almost as important as you evaluating our capabilities to help you meet your financial goals. We do not charge a fee for our initial consultation during which we review your portfolio, and listen to your goals and objectives.




GET YOUR COMPLIMENTARY CONSULTATION NOW

 

What type of clients do we have? Our clients are located across the globe including North America, Europe and Asia. We have an unbiased approach in selecting our clientele i.e. our client base is broad encompassing expatriates, executives, entrepreneurs, working professionals, and business individuals. We welcome all clients from individuals with wealthy multi-million dollar portfolios to individuals who currently have negative net worth. 

We have no portfolio size minimums.

Learn more about our straightforward flat fee conflict-free compensation model.

 



 

 



 
Copyright © 2015 Bourbon Financial Management, LLC
All rights reserved.

616 W. Fulton St. Suite 411 - Chicago, IL 60661
(+1) 312 909 6539 - info@bourbonfm.com
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This newsletter is not investment advice or trade recommendations. Many factors beyond those discussed in this newsletter exist in determining a proper investment allocation and whether global investing is appropriate for each individual investor. We welcome all questions and comments regarding investing and retirement concerns.