Max Osbon's Posts

Weekly Articles by Osbon Capital Management:

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When Is Passive Too Passive?

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….

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Taste of the South End

For one night only, on March 19, AIDS Action brings together more than 40 of the South End’s finest restaurants for a delicious evening of bite-sized noshes, live cooking demonstrations, a silent auction, as well as wine tastings and beer sampling. Taste of the South End benefits AIDS Action which is New England’s largest provider of services to people living with HIV/AIDS.

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Frida

The MFA has just launched its first ever Frida Kahlo exhibit. It tightly focuses on Kahlo’s lasting engagements with arte popular, exploring how her passion for objects such as decorated ceramics, embroidered textiles and children’s toys shaped her own artistic practice. A selection of Kahlo’s paintings is displayed alongside contemporaneous examples of influential Mexican Popart.

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Warren Buffett’s Insight Never Gets Old

On Saturday, Berkshire Hathaway released its annual shareholder letter. For investment professionals and BRK aficionados, it’s something to look forward to every year as must-read. The beauty of the letter, penned by Warren Buffett, is how well his comments about Berkshire, one of the world’s most valuable companies, apply to individual investors. Here’s what we learned this year from the 54th annual letter:

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Spamilton

Written and directed by the parody icon Gerard Alessandri, this Hamilton spoof has become a crowd favorite. “Spamilton” is back in Boston by popular demand. Lin-Manuel is rumored to have seen the show multiple times and has encouraged his entire cast to do so as well. The show is running until April 7th at the Calderwood Pavilion in the Southend. “Smart,…

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How To Know A Client

We often start new client conversations by asking a simple and direct question, “What does the ideal investment relationship look like to you?” No two answers have been the same. Whether the individual is most interested in sharing ideas, taxes, trusts and estate, investing or something else, a good advisor actively works to know and understand their client. Here’s what that looks like.

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Romantic Views

Looking for a thoughtful and relaxing way to cap off your date night?  Head over to Sky Bar at Yotel Boston and order the Valentine’s Day special Chocolate Fondue while you enjoy extraordinary skyline views from the terrace.

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Bright Lights for Winter Nights

The Loop is a new interactive art exhibit in the One Seaport Courtyard. The display features six illuminated, moving cylinders which play music and animations. Take a seat in these giant circular structures, pump the handlebar, and watch a story unfold. Beautiful images inspired by fairy tales come to life in an animation that is visible from inside or outside The…

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Family Offices: A More Personal and Private Approach

Why are more wealthy families turning to family offices for investment management and wealth planning? At the top of the list are privacy, dedicated expertise and aligned incentives. A recent profile by The Economist on the family office landscape reveals interesting insights about how these offices are run, how they invest and why they appeal to more investors today. Here’s how you can follow along with the best of the industry:

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