Investment Management

Some of the world’s greatest fortunes have flowed from the ground, one barrel at a time. Oil powers cars, trucks, jet engines and generators. In many ways, it has powered the entire modern economy as we know it. But will that always be the case? Or is oil on a slippery slope down the industrial food chain?

The stock market notched another new high this week. That’s a sentence we hear over and over. New high this week, new high this quarter, new high this year…the new high drumbeat seems to get louder and louder. Is it time to sell? Time to run? Time to invest more? What to do? Our advice: read this article before doing anything.

Investments serve several core purposes. One of these is generating cash flow — income that can be reinvested or spent. Nice levels of income are available if you know where to look. As we rebalance to keep Osbon Capital portfolios risk constant, we are making allocation changes to increase cash flow. Here are some of the methods available to us.

Gold is on the rise again. At $1340 per ounce, it’s up a sharp 23% from 2016 and a solid 11% since March of this year.  This has been one of many strong periods for the heavy metal over the years. Why?  Very simply, gold is a solution for many investment problems.

TWA is back. No, not the airline. This TWA is about your capacity to manage your own investments.  Do you have the time, willingness and ability to be successful? Few do. There’s a way to find out.

Investors prone to worry can find plenty to be fearful about during this third week in August. Fear is a real emotion that demands attention and understanding. It does NOT require drastic investment action. Here are 4 ways you can live with your investment fears…

In the investment industry, “certainty” is typically defined in terms of a specific guaranteed return. For instance, savings accounts and US Treasury Bills offer certain (but low) returns. T-Bills are finally paying some interest now, a whopping .98% annually. Call it one percent, or $10,000 dollars on $1 million, essentially risk-free.

We’ve noticed that some clients have two problems: significant cash balances as well as significant capital gains. Clients can sometimes be torn between investing more, or lightening up. On an investment journey, those courses of action seem small now but are crucial over the long run. Here are four reasons you might want to sell.

It’s been one heck of a year. Almost one year ago our crisis year began. From Brexit to Trump to Brazil this past year it has been one unexpected event after another. How can a reasonable person invest through such chaos? If we look more closely, you’ll see there’s a way.