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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Six Reasons To Call Your Advisor
When should you call your wealth advisor? Whenever you want. Your advisor should always be available and ready to answer questions, pose new forward-looking ideas, or simply discuss what’s on your mind. Here are six situations where you should definitely pick up the phone.
Finding Others Who Really Care About My Money
Lots of people are interested in your money. The bank likes your deposit. The waiter appreciates your tip. The carpenter values your payment. But who really cares about your money, besides you and your family? When you get to that point of engaging professionals with your money, what should you look for and how can you tell how much they care?
Are My Investments Socially Responsible?
We get this question often, and welcome the discussion. Are my investments contributing to global warming, questionable GMO food practices or gun manufacturing? Will my portfolio help or hurt the next generation? What will I say to my kids/grandkids/friends when they ask me if I invest responsibly? Fortunately, there is a way to know how you are doing, and the responsible choices you have.
How The Local Inaugural Decathlon Makes Boston Better For You
This past Saturday 72 local men and women endured 90+ degree scorching heat to compete in the first ever Boston D10 Decathlon. After eight years of hosting the marquee event in New York City, founder Dave Maloney chose Boston for his next move. He couldn’t have picked a better city. Here’s why:
6 Ways To Know If Your Investments Are Right For You
How do you know your investments are right for you? It’s a fair question to ask, and one your investment advisor can and should answer. Here’s a six-point checklist to evaluate what you own.
6 Types of Financial Tidiness
I’ve recently been caught up in the KonMari tidiness phenomenon. Marie Kondo has sold millions of copies of her book, “The Life-Changing Magic of Tidying Up”, and was named on the Time 100 Most Influential People this year. Here’s how you can use her ideas for your money’s tidiness.
Why I Started Osbon Capital
A client asked me to describe the “aha moment” I had as an investor. It’s a two part answer. First there was the ‘aha’ that even with all the smartest people and best resources on Wall Street, we kept coming up short for our individual clients. Then there was the second enlightening ‘aha’ moment that I had to start Osbon Capital to do better for those individuals, because Wall Street never would.
Single Stocks And Concentration Risk
Last week we were asked to address this topic for an article – we get our best ideas from clients. As the investment adage goes: you get rich through concentration, you stay rich through diversification. It holds a lot of truth. Knowing what to do and when is a question of matching risk with reward. Consider these concepts and questions if you currently hold a significant piece of your wealth in a single entity or are thinking of doing so.
Active Management Can’t Catch A Break
“Passive funds grow 230% to $6tn”. Attracta Mooney wrote that headline in the usual spare Financial Times fashion. This is just one more data point in the dramatic flow of assets from actively managed portfolios to index, aka passive, investment strategies. This seems to be happening even more quickly than the industry expected. Why? And what’s it mean for you?
