Weekly Articles by Osbon Capital Management:
"*" indicates required fields
6 Reasons To Say No To News
It seems almost self-evident that whoever has the best access to current news sources gains a significant advantage as an investor. Because information is power. Or is it? The business model of the news cycle is increasingly reliant on triggering your emotional reflexes. How does today’s news help or hinder investors?
Busting The Correlation Myth
When securities move in the same direction at the same time, that’s called correlation. If all stocks are highly correlated it doesn’t really matter what you own; all stocks rise or fall on the same fickle tide. “Everything moves together,” many complain. This is a common perception these days, but is it supported by the facts? Has too much correlation killed the markets?
How Often Do You Check Your Portfolio?
The answer to this question can tell you a lot about a person. For many, it is “Always!” Constant market checkers mentally recalculate their net worth every few hours and look for minute-by-minute trends to inform their next trades. For others, it is “Never!” Hoping to find bliss in ignorance, never-checkers leave their assets to fend for themselves. I suggest you find a strategy somewhere between these two extremes.
One Month to Tax Day – 4 Questions
Many of the missteps people make related to taxes are errors of omission — simple oversights that lead to higher tax bills than necessary, or even penalties and interest. As we head into the last thirty days of the tax season here are four reminder questions to ask yourself before April 15th.
Six Ways To Handle Inflation
Inflation popped its head up in December for the first time in years. Is it a big deal or a big non-event? A little inflation at 2% is generally seen as a healthy metric for the US economy — far better than deflation — but what does it mean for your investments and spending? With inflation back on the radar, what can and should you do about it?
Three Ways to Protect a Windfall
The sudden arrival of a large sum of money can be exciting and disorienting at the same time. The big dollar amount may short-circuit some of your normal financial decision rules and patterns. With that in mind, we offer you three solid ways to protect a windfall and prevent future regrets about how you spend and invest it.
How Yields Have Changed – 2018
It’s week four of the investing year. This week the government reopened. The president and eight cabinet members are in Davos. The news for stocks has been all positive so far this year, but what about bonds? What kind of cash flow can investors expect from fixed-income investments in 2018?
Set Your Anti-Goals for 2018
While your neighbors are trying to keep their resolutions for the new year, we suggest you take a slightly different path. Think about the financial behaviors you want AVOID in 2018. By resolving to NOT do a few things you can reduce your financial stress and improve your investment results. Here are some suggestions as the year begins.
The Year Ahead: 10 Trends
To kick off the year we’ve decided to publish our crystal ball list for 2018. From blockbuster IPOs to Blockchain billionaires, here are ten of our favorite developments.