Why do we continue to favor certain foreign markets over the U.S.?

Find out why 2018 may be a more challenging year for continued appreciation.

Please watch the video above (Macro Overview) to hear our condensed thoughts on each asset class in 2018.

Both domestically and throughout the globe, most equity markets generated 20%+ returns in 2017. Last year was a record for equities in many ways. Domestically, U.S. markets saw record low […]

As if December wasn’t already one of the busiest times of the year.  In between planning menus, shopping for presents, getting groceries, lighting candles, coordinating travel arrangements, and taking care […]

The roller coaster for cryptoassets (digital assets that use cryptography for security) hit a euphoric point in late 2017. Since we published “Time to Bet on Bitcoin?” in October, bitcoin, […]

The fourth quarter brought greater clarity to the future of interest rates as the Federal Reserve began to shrink its huge $4.5 trillion balance sheet and followed through with a […]

My first job was as a real estate appraiser for Crocker Bank. I visited hundreds of homes and commercial properties over the course of two years and learned some things […]

Osborne Partners Capital Management, LLC and its predecessors have remained committed to providing wealth management for families,
individuals, foundations and endowments since 1937. Headquartered in San Francisco since inception, OPCM employs an experienced investment management team. Each Portfolio Manager and Analyst possess an MBA, the CFA® (Chartered Financial Analyst®) charter, or both designations and averages more than 20 years of experience in financial markets.

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The majority of the time, an IRA owner will list individual(s) as their intended beneficiaries on the IRA beneficiary designation form. Aside from being the most common option, there is good reason for the IRA owner to […]