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Managing Portfolios During the Most Unique Election of Our Time

We examine four possible Presidential election outcomes and the effect on our portfolios. Every four years, as the presidential election approaches, there is typically a certain level of anxiety investors feel.  The anxiety revolves around the uncertainty inherent with any election.  The usual worries being:  Who will win?  What will be the agenda for the … Continue reading Managing Portfolios During the Most Unique Election of Our Time

Is Osborne Partners a Growth or Value Manager? Yes.

In this article, we discuss the long-term advantages of being a style agnostic manager. The investment management industry tends to assign labels to firms, placing them in various “style boxes.”  Firm A may be a “growth manager” while firm B is a “value manager.”  These various style boxes perform well during certain periods when their … Continue reading Is Osborne Partners a Growth or Value Manager? Yes.

Financial Planning Tax Tips in 2020

On occasion, accelerating income taxes can make sense. For many people, the confluence of the global pandemic and subsequent economic recession has potentially caused the following: employment termination, reduced hours, work furloughs, the elimination of RMDs for 2020 (the CARES Act), and significantly less capital gains due to the precipitous drop in the stock market. … Continue reading Financial Planning Tax Tips in 2020