Insights on markets, emergent trends, history, innovation, risk management, global economics, strategy, policy, and other topics that catch our attention. Inspired by ongoing research, conversations and events. Written and edited by Osbon Capital Management and published every Thursday morning.
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One Month to Tax Day – 4 Questions
Many of the missteps people make related to taxes are errors of omission — simple oversights that lead to higher tax bills than necessary, or even penalties and interest. As we head into the last thirty days of the tax season here are four reminder questions to ask yourself before April 15th.
Why Do Allocations Change?
Good question and one asked frequently by experts and clients alike. When should asset allocations change in a portfolio? The when, why and how of allocation changes should be as transparent as indexing itself, and it is.
Warren Buffett’s 53rd Annual Letter
Warren Buffett released his 53rd annual Berkshire Hathaway (BRK) shareholder letter last Saturday. The letter is widely read by investors for insight into how to invest better and how to avoid investment mistakes. After 52 letters can Warren say anything new? Yes, he can. Read on for our highlights.
Six Ways To Handle Inflation
Inflation popped its head up in December for the first time in years. Is it a big deal or a big non-event? A little inflation at 2% is generally seen as a healthy metric for the US economy — far better than deflation — but what does it mean for your investments and spending? With inflation back on the radar, what can and should you do about it?
A Micro-Bubble Is Popped
It’s been 20 days since the Dow peaked at 26, 400. After a wild ride, the index is back within a few percentage points of that level. While very little has changed in the diversified portfolio of long-term investors, some casualties of the market flip-flops have floated to the surface. One is LJMIX. Here’s the story of a fund that took a few bad days and turned them into bona fide disasters. What can we learn from its mistakes?
Three Ways to Protect a Windfall
The sudden arrival of a large sum of money can be exciting and disorienting at the same time. The big dollar amount may short-circuit some of your normal financial decision rules and patterns. With that in mind, we offer you three solid ways to protect a windfall and prevent future regrets about how you spend and invest it.
The Road Ahead for the Almighty Dollar
Big changes in dollar strength can have big economic effects at home and around the world. The strong dollar was called into question last week in Davos and emerged unchanged. What will investors be looking for the dollar to do in 2018? Here’s our checklist.
How Yields Have Changed – 2018
It’s week four of the investing year. This week the government reopened. The president and eight cabinet members are in Davos. The news for stocks has been all positive so far this year, but what about bonds? What kind of cash flow can investors expect from fixed-income investments in 2018?
Set Your Anti-Goals for 2018
While your neighbors are trying to keep their resolutions for the new year, we suggest you take a slightly different path. Think about the financial behaviors you want AVOID in 2018. By resolving to NOT do a few things you can reduce your financial stress and improve your investment results. Here are some suggestions as the year begins.
