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COVID-19 Aid Act of 2021: Key Highlights

Just before breaking for the holidays, Congress passed the $900 Billion Coronavirus Response and Relief Supplemental Appropriations Act of 2021 to help households, retirees, small and large businesses, and to provide further aid in vaccine distribution. Here are some important highlights:  Economic Impact Payments $600 per adult, and $600 per child, based on income as reported … Continue reading COVID-19 Aid Act of 2021: Key Highlights

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.