Weekly Articles by Osbon Capital Management:
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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:
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,…
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.
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.
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…
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:
Three Ways To Get the Family Involved in 2019
The power and beauty of true family wealth is that it has the power to make a difference generation after generation. Therein also lies the challenge. Passing on the knowledge and values younger generations need to put wealth to work in a sustainable way for the family and for others is a specific area of education not taught in school. What will they need to know? Where should you start? How much information is too much? To get you started, here are three ideas inspired by one of the world’s leading experts on true family wealth.
The Brattle
Take an afternoon off and see a matinee this week. The Brattle Theatre, located next to Harvard Square, is a great way to spend your day in Cambridge. Founded in 1889, the cinema shows an eclectic combination of independent, foreign and classic films. It’s the only movie theater in the country that still uses a rear-projection system.
Igloos over Boston
Featuring nine heated rooftop igloos, Envoy is back this winter for the best winter cocktail spot in Boston. The Lookout Bar at Envoy Hotel has covered seating areas with built-in ceiling mounted heaters for a rooftop bar that’ll keep you comfortable throughout winter. Be sure to take advantage of their seasonal warm cocktails. Seating is first come, first served.