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 […]

Entering 2023, the consensus outlook was bearish for most asset classes. Inflation would remain stubbornly high. Interest rates would continue to rise and remain higher for much longer. Corporate earnings […]

U.S. equities bears have been out in full force during the first nine months of 2023. The most common bearish thesis over the summer sounded something like this: The Federal […]

For many investors, whenever the topic of alternative investments is brought up, their eyes gloss over as they prepare to be inundated with complex investment jargon accompanied by top-notch marketing […]

Interest rates rose in the quarter and finished at year-to-date highs across the yield curve. The move higher in rates weighed on performance, with both benchmark 10-year Treasury Notes and […]

Charitable giving is a noble endeavor, but it’s crucial to ensure your generosity is put to good use. To make the most of your donations and ensure they benefit the […]

Taking on a new role as a senior professional is certainly an exciting time in one’s career and can come with unique opportunities and complex challenges related to financial planning […]

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 […]

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 […]

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 […]