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for unpredictable markets

Investment Management

for life’s twists and turns

Investment Management

for generations to come

Investment Management

for independent thinkers

Thought leadership – we publish a new article every week

Why The Lumber Chart Has Gone Parabolic

May 5, 2021 - Max Osbon ( 5 mins to read)

The lumber futures chart has been one of the most interesting economic price charts to watch over the past year. Lumber prices in the futures market are based on random length construction boards like 2x4s. Since 1978, the price has bounced between $200 and $400, with a brief all-time high of $600 in 2018. However, over the past year, the price has exploded to the upside rising from $300 to $16...

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Charts That Tell The Story

10 economic charts that help see the full picture

Apr 28, 2021 - John Osbon ( 8 mins to read)

Employment rates, financial support by the US government, debt levels and savings rates are crucial markers of economic health. Sometimes it’s better to skip the front pages of Axios, WSJ, or Financial Times, and go directly to the source to let the numbers speak for themselves. Going directly to the primary sources is a great habit that can help filter out unwelcome bias. Here are ten charts t...

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Rethinking The Growth vs Value Debate

Apr 21, 2021 - Max Osbon ( 7 mins to read)

Value vs. growth is a long-standing debate within the investment profession. For decades, growth critics have pointed to outrageous valuations while voicing uncertainty about future growth prospects. On the other hand, value critics have argued that it’s worth paying higher prices for leading-edge businesses. Over the last year, this debate has become the topic du jour and both parties acknowle...

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Weekly Articles by Osbon Capital Management:

Raise Your Expectations

Osbon Capital Management is a family office and independent wealth management firm located in Boston. We provide comprehensive investment services to wealthy families and entrepreneurs. With no products to sell or shareholders to satisfy, we have candid, unbiased, thoughtful partnerships with our clients. We’ve worked hard to create an investor experience united by a shared purpose and shared values.

-Max Osbon

"Technology is both the problem and the solution. The problem is tech continues to be enormously disruptive. The solution and the antidote is to participate in that disruption by owning a piece of the future."

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-John Osbon

"Even though fiduciary rules are now widely known in investment management, very few families apply them consistently. Osbon Capital was founded according to the fiduciary rule, to put client interests ahead of the sales motivations of the investment industry"

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-Shruti Bansal

"Having worked at many wealth management firms, too often I see professionals firmly rooted in the status quo. Managers who adapt and pivot will out-think, out-strategize and out-execute their peers in any market environment."

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-Max Osbon

"It's always a good time to invest in the future. As long as you watch out for value traps and over-promised business models, progress and innovation are a formidable force of nature."

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-John Osbon

"We expect this bifurcated recovery to continue. One curious result from this episode is that the business cycle of boom and bust may finally be gone, thanks to the Fed."

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CUSTOM STRATEGIES

Your investments are carefully tailored to your unique financial needs and family priorities. Risk management, expenses and tax exposures are key.

BIG PICTURE PERSPECTIVE

Utilizing best-in-class technology we provide comprehensive real-time reporting on all your assets, regardless of location.

COLLECTIVE EXPERTISE

We coordinate strategies across multiple disciplines such as tax strategy, trust and estate planning, mortgage needs, life insurance etc.

Osbon Capital is carbon negative

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Osbon Chatter MassArt x SoWa

On May 5, 2021 MassArt x SoWa will open with MassArt MFA Thesis 2021, a show of work by eight graduating MFA students curated by MassArt Art Museum Executive Director, Lisa Tung. The exhibition space at 460 Harrison Avenue in Boston’s art and design district was announced in April. The space will continue to host thesis work of the program’s Master of Fine Arts students and premier work from the graduate design programs, as well as alumni exhibitions, student and faculty curated shows, and collaborative exhibitions with community partners. A virtual exhibition on the online platform Kunstmatrix will also be offered, and the exhibiting students will give virtual artist talks on Friday, May 27, 1-3pm EST.