Weekly Articles by Osbon Capital Management:
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Why I Started Osbon Capital
A client asked me to describe the “aha moment” I had as an investor. It’s a two part answer. First there was the ‘aha’ that even with all the smartest people and best resources on Wall Street, we kept coming up short for our individual clients. Then there was the second enlightening ‘aha’ moment that I had to start Osbon Capital to do better for those individuals, because Wall Street never would.
The Decathlon Comes to Boston
We all get involved in events, activities and causes that change lives, including our own. For Max and me, a prime example is The Wall Street Decathlon. Each summer we run, jump, throw, lift and more, all for charity. This year the event is going national, including a Boston edition. Here’s why we love it.
A Family Advisory Firm Like No Other
It is very difficult and rare to be unique in the investment business. Copycats swarm most models and ideas, hoping for success. Nonetheless, Max and I met a unique firm at the Vanguard Conference The Future of Advice last month. We thinkRayLign is on to something valuable and want to spread the good word. What is RayLign doing that is different and better?
State Street: Change is here, now
Local biggie State Street (STT) held its annual RIA Symposium last week, a must-be-there event for the industry. With $28 trillion (!) of assets in custody and $2.5 trillion under management, our One Lincoln Street neighbor is uniquely positioned to comment on what’s happening right now in money management. What I heard was good news for investors and confirmation of key principles we hold at Osbon Capital. Here are four takeaways:
Breakfast With Maura Healey, Massachusetts Attorney General
We occasionally write about important non-financial events in the public interest, like this one last week.
Thanks to PR industry leader Geri Denterlein for hosting our energetic attorney general for the Commonwealth, Maura Healey, at last week’s “In The News” breakfast series at the BC Club. An Osbon Capital client who is associated with Denterlein’s agency was kind enough to invite us and we were eager to hear what the chief law enforcer in Massachusetts law had to say.
Suppress My Taxes. Please!
April 15th is coming again this year, right on schedule but not necessarily welcomed. How can you take some of the dread out of Tax Day? Here are some ways to improve the tax picture for the investment side of your ledger. They’re simple, but not always easy to execute properly. Read on…
Does Your Behavior Pay You?
If you were offered tens of thousands of dollars for being patient, bored or nerdy, would you take it? It turns out the financial markets will pay you handsomely for certain rather unspectacular behaviors. But you’ll be charged significant penalties for other behaviors and attitudes, such as FOMO (Fear of Missing Out). It’s up to you – pay or penalty. Which will it be?
The 7 C’s of My Money Strategy
Spring cleaning is here, taxes are coming due, the seasons are finally changing. Now is as good a time as any to dive in and review your strategy. Remember the adage, “proper planning prevents poor performance”? Here are seven C’s I use that will help you prepare for the good performance.
Your Money Or Your Life
If you think about the most successful people you know, you’ll probably find that it’s not just one extremely developed talent that enables that success, but a balance of two different — maybe very different — characteristics. Think of the scientist with entrepreneurial spirit, or the specialized doctor with exceptional bedside manner. It’s this best of both worlds scenario that turns very good to extremely great. When you look at your life and investments, the same kind of balance should be your goal.
