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How The Local Inaugural Decathlon Makes Boston Better For You
This past Saturday 72 local men and women endured 90+ degree scorching heat to compete in the first ever Boston D10 Decathlon. After eight years of hosting the marquee event in New York City, founder Dave Maloney chose Boston for his next move. He couldn’t have picked a better city. Here’s why:
6 Ways To Know If Your Investments Are Right For You
How do you know your investments are right for you? It’s a fair question to ask, and one your investment advisor can and should answer. Here’s a six-point checklist to evaluate what you own.
6 Types of Financial Tidiness
I’ve recently been caught up in the KonMari tidiness phenomenon. Marie Kondo has sold millions of copies of her book, “The Life-Changing Magic of Tidying Up”, and was named on the Time 100 Most Influential People this year. Here’s how you can use her ideas for your money’s tidiness.
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.
Single Stocks And Concentration Risk
Last week we were asked to address this topic for an article – we get our best ideas from clients. As the investment adage goes: you get rich through concentration, you stay rich through diversification. It holds a lot of truth. Knowing what to do and when is a question of matching risk with reward. Consider these concepts and questions if you currently hold a significant piece of your wealth in a single entity or are thinking of doing so.
Active Management Can’t Catch A Break
“Passive funds grow 230% to $6tn”. Attracta Mooney wrote that headline in the usual spare Financial Times fashion. This is just one more data point in the dramatic flow of assets from actively managed portfolios to index, aka passive, investment strategies. This seems to be happening even more quickly than the industry expected. Why? And what’s it mean for you?
Two Things For Your Emergency Plan
This isn’t a fun topic but it’s one of those essential responsibility conversations. Emergency and contingency planning, aka estate planning, is something that most people prefer to put off. Procrastination can leave you and your family in a tough spot if an emergency strikes. It’s actually not a difficult process for most people, but the more money you have, the more complex it gets. Here is a simplified look for you:
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?
