In today’s financial services world it is often difficult to distinguish unbiased advice from a product sales pitch. There’s no such confusion when working with Osbon Capital. As a registered investment advisor, we are beholden to (and paid by) no one except you. The families we partner with appreciate the transparency and clarity of the fiduciary standard.
PEACE OF MIND
Osbon Capital relieves money stress by managing both the complex and routine aspects of investing, leaving you more time for what matters most to you.
PLAN FOR ADVENTURE
Our comprehensive values-based investment planning process ensures every aspect of your financial plan is considered. Even your adventures.
SECURITY FOR YOUR CHILDREN
Our process makes sure your children have the financial literacy to appreciate the family wealth and use it wisely.
What does the ideal investment advisor relationship look like to you?
It’s been 20 days since the Dow peaked at 26, 400. After a wild ride, the index is back within a few percentage points of that level. While very little has changed in the diversified portfolio of long-term investors, some casualties of the market flip-flops have floated to the surface. One is LJMIX. Here’s the story of a fund that took a few bad days and turned them into bona fide disasters. What can we learn from its mistakes?
The sudden arrival of a large sum of money can be exciting and disorienting at the same time. The big dollar amount may short-circuit some of your normal financial decision rules and patterns. With that in mind, we offer you three solid ways to protect a windfall and prevent future regrets about how you spend and invest it.
I have been spending as much time as possible reading about the newly enacted tax bill, the first tax reform signed in 31 years. All sides agree that the bill lowers tax rates for corporations and individuals. After that, there is little consensus on the broad effect of tax reform, who it really helps or harms, and how long it will last. The devil is in the details. Here are a couple items of special interest to investors.