Client Portals

Max Osbon's posts

Weekly Articles by Osbon Capital Management:

Art in Bloom

Apr 23, 2019 - Max Osbon ( 1 minute to read)

Celebrate the return of spring at the Museum of Fine Art’s Art in Bloom festival, April 27-29. This event pairs works of art from the Museum of Fine Arts’ collection with floral arrangements. Daily events include ikebana demonstrations, outdoor walking tours, and casual dining among masterpieces. Famed florist Remco van Vliet will be on hand for master classes and a lecture with tips for at-home gardeners.


Explore Plum Island by Bicycle

Apr 16, 2019 - Max Osbon ( 1 minute to read)

Take advantage of the spring weather and explore Plum Island by bicycle on Saturday, Apr 20. This day trip includes a visit to the Hellcat Wildlife Observation Area, the beach, and an observation tower which provides views of the island.  Afterwards, join the group in getting a bite in downtown Newburyport. The group meets at Wellington Station in Medford in the morning.  Bike rentals are available or you can bring your own.


Dumpling Making Party with Chef Patty Chen

Apr 9, 2019 - Max Osbon ( 1 minute to read)

Make traditional Taiwanese-American dumplings with the Happy Chef Patty Chen, owner of the Dumpling Room in Cambridge. Learn to make five different shapes and stuff them with two different fillings. Light bites/tapas will be served to start the evening, and of course, you can eat your creations afterward. The Dumpling Making Party will be Thursday, Apr 11, 2019 6:00p – 8:30pm at The Windsor Inn, Cambridge.


Cambridge Science Festival

Apr 3, 2019 - Max Osbon ( 1 minute to read)

Since 2007, the Cambridge Science Festival has been making science accessible, interactive and fun.  This multifaceted, multicultural event highlights the impact of science, technology, engineering, art, and math in all our lives.  Create a kinetic sculpture, learn to play native Balinese musical instruments, or join a science game night!   Events will be held at the MIT Museum, the Harvard Museum of Natural History, the Museum of Science and other Cambridge locations from April 12 – 21, 2019.


Avoid the Situations that Lead to Investment Mistakes

Apr 3, 2019 - Max Osbon ( 6 mins to read)

Why do people sometimes make bad decisions? Even smart, open-minded, thoughtful people can and do make poor choices. But why? This article is inspired by a conversation between two of my favorite thinkers, Shane Parish of Farnam Street and Adam Robinson, founder of the Princeton Review. Their research identifies situations where we are prone to mistakes and poor judgment — specific circumstances where we should just not make any important decisions. Here are the fundamental sources of mistakes, often inevitable,…


Happy Place

Mar 26, 2019 - Max Osbon ( 1 minute to read)

Get happy at the Happy Place, a pop-up experience filled with one of a kind installations and multi-sensory immersive rooms.  Each of the 12 rooms in this exhibit are filled with unusual attractions, like a yellow tub surrounded by hundreds of rubber ducks, a bedroom designed to look like it’s been turned upside down, the Confetti Dome, and a room filled with 40 thousand flowers. This all-ages attraction, which is traveling around the US, starts its two-month stay in Boston on April 5…


5 Ways to Focus on Financial Quality of Life

Mar 26, 2019 - Max Osbon ( 4 mins to read)

It’s easy to reduce your financial world to numbers and dollar signs, but there’s much more to the story than that. Expanding your focus to your Financial Quality of Life lets you approach financial information and decisions with a better understanding of your true opportunities and what they mean for you and your family. Here are five ways to give qualitative elements of wealth the attention they deserve: 1. Maintain a focus on the long term Last week we wrote…


The Macallan at Menton

Mar 12, 2019 - Max Osbon ( 1 minute to read)

Enjoy a six-course dinner with scotch pairings from Macallan and Highland Park, at The Menton, Barbara Lynch’s modern eatery in Fort Point, Tuesday, Mar. 26 at 6 pm. The Macallan at Menton invites guests to begin with a welcome cocktail featuring The Macallan Gold before sitting down to a luxurious tasting menu crafted by Chef de Cuisine Lucas Sousa and Pastry Chef Giselle Miller to expertly showcase the versatility of single malt scotch.


When Is Passive Too Passive?

Mar 12, 2019 - Max Osbon ( 7 mins to read)

Regular readers and clients know Osbon Capital Management as an early and continued champion of index investing. Five years ago the distinction between active management and passive indexing was fairly well defined. Passive meant holding a market cap weighted basket of stocks. Active investors practiced stock picking, and some market timing, hoping to avoid the losers and find the winners. Over time that distinction has become far more nuanced. We now see many variations and shades of passive… and clear…