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Weekly Articles by Osbon Capital Management:

Investing With Retirement in Mind

Apr 9, 2019 - John Osbon ( 6 mins to read)

A quick check of the top news stories over the weekend showed four prominent articles about retirement - how to retire, figuring out if you have enough, what to do if you are stuck, and so on. Apparently, retirement is on the minds of many investors, young and old. This news focus reminded me that retirement investing is a lifelong endeavor. It’s a good idea to invest early and as if you are go...

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4 Signs of Skin In The Game

Mar 21, 2018 - John Osbon ( 4 mins to read)

Nassim Taleb, the author and scholar best known for The Black Swan (2007), predicted an extraordinary market event would happen because too many players had no skin in the game. They suffered no personal consequences for bad advice, mistakes and greed. His new book, Skin in the Game, drills down on this idea and helps us consider whether your advisor is really on your side.

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To Give or Not To Give

Jul 12, 2017 - Emily Scott ( 6 mins to read)

When asked what one of the bigger personal challenges a philanthropist faces, the answer often is “saying no when asked for funding, board participation, or a time commitment.”  At The Philanthropy Workshop, where I am an alumna, we refer to this as the investment of our time, treasure, and talent.

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Let the kids touch the money

Jul 5, 2017 - Steve Mott ( 5 mins to read)

Would you turn your family checkbook over to a twelve year-old kid? My mother did. It went better than you might expect.

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The D10: Ten events. Infinite challenge.

May 31, 2017 - Max Osbon ( 3 mins to read)

Our favorite event of the year has a new name for 2017 – The D10 – but the big idea hasn’t changed. Each summer we run, jump, throw, lift and more, all for charity. The competition is fast approaching in July. We’re excited, working hard to get ready, and raising money for Dana Farber too.

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Buffett’s Bet on the Index: Year 9

Mar 29, 2017 - Steve Mott ( 3 mins to read)

It’s that time of year again – time to update the scoreboard on the million dollar wager Warren Buffett made with Protégé Partners in 2008. It was a ten-year bet, pitting a basket of five hedge funds chosen by Protégé against Buffett’s no-frills pick, Vanguard’s S&P 500 Index fund. There’s just one year left to go. Which side is on top?

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The Beauty of Budgets

Mar 8, 2017 - Emily Scott ( 4 mins to read)

Meet Emily Scott, guest writer this week. Emily is a humanist, writer, philanthropist and all-around person to know. Emily and Steve Gang of Resonance are engaged in our latest Osbon Capital project. Find out more about Emily here.

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Financial Festivus

Dec 21, 2016 - Steve Mott ( 2 mins to read)

It just wouldn’t be late December without Festivus, the holiday for the rest of us. This wonderful fake celebration became part of American lore in 1997 when Seinfeld’s Frank Costanza described its bare aluminum pole, Feats of Strength, and the special dinner devoted to the Airing of Grievances. While we wish you nothing but the happiest holiday season, let’s talk Financial Festivus for a moment.

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One Crucial Last Step Before The New Year Begins

Dec 30, 2015 - Steve Mott ( 3 mins to read)

January 1 is just hours away. You may mark this milestone by making resolutions for a better diet, more exercise, or a more productive lifestyle. But before you get too focused on turning over a new leaf, we suggest you take a moment to deal with the old leaves, yesterday’s baggage that holds you back. Here’s a quick exercise that can help set you free for a wonderful year ahead. Acknowledge. Admit. Accept. We all make mistakes, dozens every day, at home and at work. Some trivial and some tha...

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