Weekly Articles by Osbon Capital Management:
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Oil and your portfolio
Some of the world’s greatest fortunes have flowed from the ground, one barrel at a time. Oil powers cars, trucks, jet engines and generators. In many ways, it has powered the entire modern economy as we know it. But will that always be the case? Or is oil on a slippery slope down the industrial food chain?
Afraid of New Market Highs?
The stock market notched another new high this week. That’s a sentence we hear over and over. New high this week, new high this quarter, new high this year…the new high drumbeat seems to get louder and louder. Is it time to sell? Time to run? Time to invest more? What to do? Our advice: read this article before doing anything.
Delay Your Pay
Are you making more money this year than usual? Worried about the big chunk that will go to taxes? Fear not. You may have an option that lets you reduce your taxes, save money for the future, and compound your savings tax-free. It’s called deferred compensation. Most people who work for a company and anyone who has their own company can defer compensation and reap big benefits. Read on…
Maximize Your Health and Wealth
There aren’t many free lunches in healthcare, tax planning or investing. The Health Savings Account (HSA) comes pretty close. Designed to help you save and pay for medical expenses, HSAs are an example of a major investment and tax benefit hiding in plain sight. Less than 15 percent of those eligible use them. Do you?
Prepare for New Tax Plan
Between now and year-end — and perhaps well beyond — we can expect the popular news to be dominated by the tax reform debate. The last tax reform law to pass muster was in 1986, thanks to President Reagan and Speaker Gephardt. Their reform was a true bipartisan effort. It seems we’ll need another two-party effort to reform our system this time around. How can you protect yourself now if you don’t even know if a bill will pass or what it will include? Read on…
Only 1/3 of investors like their portfolio
Research shows that only 1/3 of investors are currently comfortable with their investment portfolios. That’s a very low satisfaction rate, given how long and hard people work for their money. If you’re one of the many people not happy with their portfolio, we want you to know we are expanding our investor client base at Osbon Capital to include people who don’t yet meet our usual $5M threshold for investable assets.
More Income From Your Portfolio
Investments serve several core purposes. One of these is generating cash flow — income that can be reinvested or spent. Nice levels of income are available if you know where to look. As we rebalance to keep Osbon Capital portfolios risk constant, we are making allocation changes to increase cash flow. Here are some of the methods available to us.
What Makes Gold A Useful Investment?
Gold is on the rise again. At $1340 per ounce, it’s up a sharp 23% from 2016 and a solid 11% since March of this year. This has been one of many strong periods for the heavy metal over the years. Why? Very simply, gold is a solution for many investment problems.
What’s your TWA rating?
TWA is back. No, not the airline. This TWA is about your capacity to manage your own investments. Do you have the time, willingness and ability to be successful? Few do. There’s a way to find out.
