Markets change. Goals remain. You’ve probably noticed this line on our emails or web site. These four words are so much more than a marketing slogan. They’re the factual and philosophical basis for all we do. Markets do change. Everyday. It’s our job to keep your portfolio on track toward your long term goals as markets shift, drift, jump and…

I’d like to take you inside the mind and life of a 27 year old. Me, that is. From my perch as a partner in Osbon Capital and a proud resident of the Fort Point area in Boston the world looks bright, promising and full of opportunity. Here’s why. Things cost less People complain about high and rising real estate…

Yes.  When interest rates go up, the value of existing bonds fall. Period. So with rates historically low today, holding bonds may be riskier now than we have grown to expect over the last several decades.  Here’s how we got here and how you can get through the future of interest rates without knowing where rates will go or when….

Communication is a critical element of any relationship. If you become a client of Osbon Capital, what kind of communication can you expect? How often? Where? How? Our policy is simple: “Any reason, any time, any way, however your prefer.” Here’s how it works. In-person We’d like to see you face-to-face at least once a year. An in-person meeting is the…

Osbon Capital turned 10 years old last Saturday, May 2nd. An exciting milestone, this anniversary marks the latest phase in my continuous desire throughout my career to improve the investment experience for individuals. We’ve come a long way, and there’s always room to improve. Here’s a look at where we’ve been and where we’re going. Swimming upstream By the early…

We all need to find things in our life that push us to do more, try harder, and help others. It’s how we stay motivated, healthy and happy. Over the last few years, that special thing has been The Wall Street Decathlon – an incredible day of running, rowing, throwing and lifting, all for the benefit of the Memorial Sloan-Kettering…

Can you answer this fundamental question: “How am I doing on all my investments?” Without an industrial strength state-of-the-art system your answer is most likely: “No.” However, with the NEW Osbon Capital Portal, our clients can get that answer, in detail, in realtime, from any device anywhere. Big news.  Big picture. At Osbon Capital, performance reports are going digital, interactive and real time, and are now available on…

This is one of the poignant stories told by the Andex chart. Produced annually by MorningStar, the Andex depicts the major asset classes over the last nine decades, plotting results in relation to interest rates, recessions, presidencies, savings rates, consumer prices, unemployment rates, tax rates, population and much more. We consider Andex to be the most meaningful pictures in the…

Clients and prospects often ask this question, so let’s talk it through. I can’t tell you what your return will be, but still there’s a fair amount I can tell you about what you can expect. Let’s take a look from a few different angles. What we can say and what we can’t Thank goodness for the Commonwealth of Massachusetts,…