Publications

Why Typical Investors Underperform

Despite the ease of entry to investing and the availability of vast resources, retail investors often lag the market due to behavioral biases, lack of expertise, and falling for traps […]

April 30, 2024 | Whitepapers |

THE OPAQUE WEALTH MANAGEMENT INDUSTRY

WHERE CONSUMERS MUST NAVIGATE THROUGH MEANINGLESS DESIGNATIONS, HIGH FEES, AND POOR PORTFOLIO MANAGEMENT TO FIND THE RIGHT FIRM Justin McNichols, CFA After more than two decades at Osborne Partners, and […]

April 2, 2024 | Investment Commentary |

Are We a Growth Manager or a Value Manager? … Yes

The financial media spends much of each day trotting out fund manager X, who was up 30% last year or analyst Y, whose five-star picks rose 50%. After a while, […]

April 1, 2024 | Investment Commentary |

Stray and Pray

From the October 2023 lows through the first quarter of 2024, global equities are up over 25%, some specific industries are up over 50%, and many artificial intelligence-related assets are […]

April 1, 2024 | Investment Commentary |

A Bumpy Start to the Rate Cut Era

Fixed income markets kicked off the year with an atypical jubilance for an asset class designed to preserve capital and generate income. Nevertheless, a rapid decline in long-term rates over […]

April 1, 2024 | Fixed Income |

The Role of an Executor

As we are currently engaged in gathering forms and data for taxes, I thought that now could also be a good time to review what exactly is involved in the […]

April 1, 2024 | Financial Planning |

High Impact Tax Strategies for Affluent Individuals and Families

At Osborne Partners, we believe there are a number of potentially high impact tax strategies that are worth evaluating now. Some of these strategies will be optimally implemented during low-income […]

February 15, 2024 | Whitepapers |

Investing in Innovation – Learning From the Past

Famed investor Peter Lynch’s quote on the 1848 Gold Rush encapsulates both the promise and peril of investing amid periods of speculation. Opportunity springs from enabling new innovations, but danger […]

What Goes Up … May Actually Come Back Down

The year 2023 was quite a rollercoaster for U.S. fixed income markets. Rates across the yield curve saw considerable volatility throughout the year as the Federal Reserve’s campaign against inflation […]

January 14, 2024 | Fixed Income |

How to Plan For the Sunset of the Tax Cuts and Jobs Act

On December 31st, 2025, the Tax Cut and Jobs Act (TCJA) – signed by President Donald Trump in late 2017 – will expire. As one of the largest tax reform […]

January 14, 2024 | Financial Planning |

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CATEGORIES

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

Authors

  • Aaron Szager, CFP
  • Alexandra Sandberg, CFP®, ChFC®, ECA
  • Ben Viemeister, CFA
  • Cameron Wadsworth
  • 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
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