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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.
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?
Why We Use Fidelity
Quick, what’s the first question you should ask of a prospective investment advisor? Hint: not many people ask it. The question is “Where will my money be?” Or phrased another way: “Who is your custodian?” The answer matters. The custodian safeguards your assets, gets trades executed, keeps tax records, and does most of the invisible work behind the scenes to make sure your account holds what it should. We use Fidelity. Here’s why.
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:
The Future of Advice
Vanguard was in town last week for a confab at the Langham Hotel. The discussion covered many topics but by far the most compelling subject was The Future of Advice. What did Vanguard say?
