Weekly Articles by Osbon Capital Management:
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The Most Important Component of True Family Wealth
This is our second in a series exploring the elements of true family wealth. Last week we covered the obvious and most easily measured one, financial capital. This week we’re on the most important one, according to family and wealth expert, Charlie Collier. As you consider your own family, this category deserves lots of attention. So what is it and why’s it so important?
The First Component of True Family Wealth
Following the popularity of last week’s article, we’re launching a four-part series and taking a deeper dive into Charlie Collier’s philosophy of true family wealth. Charlie spent 25 years advising Harvard’s largest philanthropic families. Over the next few weeks, we’ll explore each of the four wealth components in more depth. We’re starting today with the foundation of wealth, your Financial Capital. How should it fit into your family?
The Four Components of True Family Wealth
When you think about wealth in your family, are you only thinking about financial assets? Charlie Collier says there’s much more to the story. Charlie, a former Senior Philanthropic Adviser at Harvard University for 25 years, is considered one of the world’s top experts on family wealth. Based on his extensive experience at one of the largest philanthropic organizations in the world, second only to the Vatican, he says it’s important to think past money when considering wealth.
To Choose Or Not To Choose
Do you have a big decision that you’ve been putting off? You’re not alone. Many investors want to choose between options A, B and C, but end up choosing D, as in Do Nothing. Inertia can be a big roadblock to creating a portfolio and financial plan that match your needs. Here are a few situations we run into with clients that may help you extricate yourself from inertia’s sticky grip.
What’s My Investment Timeline?
Investing can be broken into three primary colors: rewards, risk and time. The connection between risk and reward is well known, but today we’re going to focus on the third component, time. Time has a big impact on what you can expect of your investments – probably more than you think. Let’s take a look at a series of investment timelines and what you can expect from each.
What Are You Thankful For?
It’s a beautiful custom in many families to go around the Thanksgiving dinner table and name one thing we are thankful for. The hardest part is usually naming just one! With Thanksgiving here again, let’s take a minute to reflect on the financial version of this question – How does money make you thankful?
Be Skeptical Of These Popular Investment Phrases
This week we are happy to offer you a healthy dose of skepticism. We see product pitches, commercials, term sheets that friends, prospects and clients send to us, and all kinds of twists on the same investment pitches. Some of these advertisements have some value; most are just storytelling. Here are some buzz words to watch out for.
Feeling Investment Grumpy? It’s OK.
The popular press and social media are perfectly designed to tell us why we should be deeply scared about the future. Gloom and despair lurk around every corner. According to these folks we are not just talking about a wall of worry; there’s a Grand Canyon of disaster waiting for us just ahead. It’s easy to feel uneasy. If that’s where you are, you’re not alone. But it doesn’t have to be that way.
Election Uncertainty: What’s It Mean For Me?
On Tuesday, November 8th we’ll finally know who the 45th President of the United States will be. What a campaign rollercoaster it’s been. It’s been so contentious and unpredictable, many investors are wondering what it means for their financial futures. Here are some things to consider as the last 40 days of the campaign unfold.
