for unpredictable markets
for life’s twists and turns
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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.
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.
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.
Take Advantage of Exchange Funds for Large Single Positions
Jul 16, 2019 - John Osbon ( 5 mins to read)
If you hold a significant portion of your assets in a single security — perhaps through a savvy investment, stock options or inheritance — you may feel a bit trapped. You want to diversify, but know that selling your stake will trigger a sizable capital gains tax bill. There’s good news. You have another option that allows diversification, delays capital gains consequences and offers ongoing income — an exchange fund. Exchange funds are specifically designed to solve the problems associated…READ MORE ›
Jul 10, 2019 - Max Osbon ( 5 mins to read)
In recent weeks we’ve been writing about productivity and what it means for the economy and market performance. One key ingredient in productivity for many firms is the just-in-time production model. Some forward-thinking people believe that just-in-time businesses will smooth out or even eventually eliminate recessions. They have a good point. Just in time – the practice of optimally delivering a product almost immediately after it is ordered — makes companies more flexible, efficient and responsive. It’s hard to overstate…READ MORE ›
The US economy is growing steadily