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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

What Is 5G And What Does It Mean For Me?

A revolution in flexibility

Jun 9, 2021 - Max Osbon ( 8 mins to read)

The first generation ‘1G’ wireless telecommunications standards began in the 1980s. Each subsequent “G” refers to a new decade of updated minimum industry standards. 2G was the 1990s, 3G was the 2000s, and so on. By the end of the current decade, we’ll be talking about 6G and the latest and greatest standards for the 2030’s. Since 5G is often in the news, we thought we’d cover it this week to a...

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Population, The Biden Budget, and Bailouts

Assumptions and expectations set by the US

Jun 2, 2021 - Max Osbon ( 6 mins to read)

Last week, the Biden Administration released its 2022 budget for the US Government. Along with many details about how the $6+ trillion budget is allocated, there is a table covering their assumptions including GDP growth and interest rate changes. Given the government has considerable controls to help turn these assumptions into reality, let’s take a closer look at our government’s projections ...

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Five Resources: 2 Books, 2 Podcasts and a Newsletter

Insight from a variety of sources

May 26, 2021 - Max Osbon ( 6 mins to read)

Since economics and the world at large are intimately linked, it’s useful to pull information and insight from a variety of resources. Non-zero-sum examples in history, complex system science, disruptive innovation, and an interesting set of business stories are the subject of this week’s article. Here are two books, two podcasts and a newsletter that we found to be interesting and insightful. ...

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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 Bully Boy Distillers’ 10 Year Anniversary

Toast a decade of local cocktails at Bully Boy Distillers’ 10 Year Anniversary to be held Friday 6/11 - Sunday 6/13 at the Bully Boy Cocktail Garden. Lift a glass to 10 years of success with food trucks, throwback cocktails, banana rum cookies from Top Shelf Cookies, giveaways, and a raffle to win 10 bottles of Bully Boy booze, with all proceeds going to The Food Project. Reservations for the weekend celebration are highly suggested, but they will take walkins as space allows. Friday 6/11 - Sunday 6/13