Mid-Year Asset Class Stoplight

How has Osborne Partners’ asset-class positioning changed since the October 2022 lows? Markets surprised the consensus view in the first half of 2023. Entering the year, the common view for […]

July 17, 2023 | Economics , Investment Commentary |

All Doom and Gloom?

Risks and opportunities in commercial real estate. Empty buildings overgrown with weeds. Zombies walking halls. The media has recently evoked this imagery when discussing commercial real estate (CRE). There are […]

July 14, 2023 | Real Estate |

Fixed Income and Credit: The Fed Goes Marching On

The bond market settled down even as the Fed continues its fight against inflation. After a rather unpleasant five quarters of frenzy in the fixed income market, a vague sense […]

July 10, 2023 | Fixed Income |

Effective Strategies to Protect Your Finances in a Growing Age of Scams and Fraud

As financial scams become more sophisticated and believable, it is increasingly important to educate yourself and protect your finances.  Have you ever received a suspicious email, text, or phone call […]

July 6, 2023 | Financial Planning |

First Republic Bank – “It WAS a Privilege to Serve You”

An analysis of the bank’s collapse, the implications for its clients, the ongoing risks to other banks, and the broader market and economic implications. Early on the morning of May […]

May 1, 2023 | Economics |

Now What?

In 2022, equity markets faced a major dilemma. Inflation had launched from core CPI of barely 1% to a level quickly approaching 7%. The economy was growing at a fast […]

April 15, 2023 | Investment Commentary |

Fixed Income and Credit: Never a Dull Moment at the End of a Cycle

After a forgettable 2022, a year that accomplished the worst 12-month performance on record, U.S. Fixed Income markets were set to return to something of a more placid environment in […]

April 15, 2023 | Fixed Income |

Déjà Vu All Over Again

It has been a while since investors have had to review the rules around FDIC and SIPC insurance, but that is not because of an absence of bank failures, but […]

April 15, 2023 | Financial Planning |

The Banking Crisis: The Impact Beyond the Initial Failures

The recent banking crisis, starting with Silicon Valley Bank’s collapse in early March, could have widespread impacts on the markets and economy. The Federal Reserve’s efforts to combat inflation through […]

April 15, 2023 | Investment Commentary |

A Crisis of Confidence

The banking sector has been engulfed by a crisis of confidence. In just a few weeks, numerous events have shaken the market and banking industry. These include the failures of […]

March 27, 2023 | Investment Commentary |

For additional commentary, please follow us on LinkedIn.

Filter Results by:


  • Global Equities
  • Economics
  • Alternative Investments
  • Financial Planning
  • Real Estate
  • Natural Resources
  • Fixed Income
  • Investment Commentary


  • Aaron Szager, CFP
  • Ben Viemeister, CFA
  • Charles Osborne
  • Chuck Else
  • Dan Haut, CFP® CIMA®
  • Jack Fagan, CFA
  • Jason Rodnick, CFA
  • Jay Skaalen, CFA, CFP®
  • Jim Baer
  • Justin McNichols, CFA
  • Karen McMillan, CFP®
  • Tom Piro, CFP®, Enrolled Agent
Go to Top