Topics Include:
Known Unknowns – There are known knowns; there are things we know we know. We also know there are known unknowns…
Overlooked but Not Forgotten – Less conventional asset classes including Real Estate, Natural Resources and Alternatives helped insulate our portfolios in an incredibly challenging market environment last year.
Credit Markets: 2022 Marks Worst Year for Bonds in History – Aggressive interest rate hikes led to unprecedented losses in the bond market.
Making Smart Stock Moves in a Down Market – Spotting the silver lining; Utilizing financial planning to lock in lower stock valuations during a bear market.
Disclosure: The opinions expressed herein are strictly those of Osborne Partners Capital Management, LLC ("OPCM") as of the date of the material and is subject to change. None of the data presented herein constitutes a recommendation or solicitation to invest in any particular investment strategy and should not be relied upon in making an investment decision. There is no guarantee that the investment strategies presented herein will work under all market conditions and investors should evaluate their ability to invest for the long-term. Each investor should select asset classes for investment based on his/her own goals, time horizon and risk tolerance. The information contained in this report is for informational purposes only and should not be deemed investment advice. Although information has been obtained from and is based upon sources OPCM believes to be reliable, we do not guarantee its accuracy and the information may be incomplete or condensed. Past performance is not indicative of future results. Inherent in any investment is the possibility of loss.
