Raise Your Expectations
Osbon Capital Management is a fee-only registered investment advisory firm located in Boston. With no products to sell or shareholders to satisfy, we work only for our clients, providing candid, unbiased, independent guidance. We’ve worked hard to create an investor experience as unique as our clients and their families.
Custom Portfolios
Your portfolio is carefully tailored to your financial needs and family priorities, while managing risk, expenses and tax exposure.
BIG PICTURE PERSPECTIVE
Utilizing best-in-class technology we provide comprehensive real-time reporting on all your assets, regardless of location or manager.
CANDID ANSWERS
As a client, you gain access to our solid network of tax, accounting, estate and other specialists. Together we provide clear direction on difficult topics.
Latest Articles
Consensus Is Rare
Disagreement is essential for functional markets
Oct 15, 2019 - John Osbon ( 5 mins to read)
It’s difficult to get a broad idea across in one headline. When it is done in the investment media, the bias almost always skews negative, mostly for dramatic effect. If all indicators were bad, everyone would want to sell and there would be no buyers. With positive consensus, on the other hand, there would be no sellers. A broad and balanced take on the market, with both positives and negative...
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Free Is Not Free
Why You Should Be Skeptical When Prices Drop to Zero
Oct 7, 2019 - Max Osbon ( 7 mins to read)
Schwab made the headlines last week when the company announced it was cutting its trading commissions to $0. While this may seem like a great deal and an obvious win for consumers, there is more to the story and cause to be dubious. Specifically, if Schwab earns nothing via buying and selling securities for its clients, then how does it actually make money? It’s a question worth asking. Let’s f...
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A Sample Of One – Politics and Investing
What The Markets Don’t Care About
Oct 2, 2019 - John Osbon ( 6 mins to read)
For the second time in twenty years, talk of impeachment is in the air. Like last time, impeachment probably will happen, likely followed quickly by acquittal. The whole show could be over by the end of the year, according to the Speaker of the House. The markets have greeted this news with a giant yawn. Why isn't impeachment more of an event for markets? What are markets saying about the curre...
READ MORE ›Osbon Chatter Boston Book Festival
The eleventh annual Boston Book Festival, features 300+ presenters in fiction, poetry, memoir, science/technology, history, children's literature, and more! The event is free, open to the public, and includes workshops for aspiring writers, readings from well-known authors, literary walking tours, and the popular Passport to Imagination scavenger hunt for the kids. The Saturday street fair in Copley Square features exhibitions by everyone from independent publishers and literary magazines to performance companies, arts organizations, media outlets, as well as food vendors. With two locations and a variety of activities, there’s sure to be something for all ages of book lovers! Sat, October 19: Copley Square (10a-5p) Sun, October 20: Roxbury (12p-5p) https://bostonbookfest.org
