Featured Article Archives - Osbon Capital Management

Crypto Investing Announcement

Oct 14, 2021 - Max Osbon ( 2 mins to read)

Based on the continued opportunity we see within crypto assets and blockchain technologies, we are launching a crypto focused investment vehicle available to our clients. In November of 2020 we wrote a post about the updated role of bitcoin and accurately predicted the most recent bull run based on increasing adoption rates and two fundamental principles of influence: authority and social proof. We published this post days before PayPal released new crypto investment features to its 350 mi...

Win with Small Firms — 6 Big Ways

Oct 16, 2018 - John Osbon ( 5 mins to read)

The story of small versus big is as enduring as the David and Goliath legend. Investors who are thinking about changing advisors or picking an advisor for the first time can choose from dozens of big firms and thousands of small firms. So, which is best for you...small or big? Several years ago, Malcolm Gladwell floated the idea that small firms have a real business advantage over larger competitors. We agreed then and feel even more strongly that way now. Here are six reasons why.

Investing Is Much More Than Numbers And Graphs

Participating In The “Search Inside Yourself” Weekend Program Designed Google Employee Number 107

May 9, 2018 - John Osbon ( 5 mins to read)

I’ve always felt an advisor must do much more than open accounts, analyze investments, trade securities and send quarterly reports. I’ve continually looked for deeper, better ways to relate to and communicate with clients – ways that help both parties understand and maximize the benefits of investing. That’s what led me to a fantastic leadership retreat this past weekend created by ex-Google employee #107 called Search Inside Yourself (SIY).