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Jay Skaalen, CFA, CFP®

Investment Analyst, Principal |

Jay is a Principal of the firm and Investment Analyst with nearly 20 years of experience and is in his 14th year at Osborne Partners.  Jay is a member of the Osborne Partners Investment Management Team, and is responsible for research coverage in all asset classes.  Prior to Osborne Partners, he was a Portfolio Manager at Wells Fargo and a member of their National Equity Research Team.  He also worked in Corporate Finance and Investor Relations for Qualcomm Incorporated.  Jay is a member of CFA Society San Francisco and CFA Institute. Jay received a Bachelor of Science degree in Finance and Accounting from California Polytechnic State University at San Luis Obispo and is a CFA Charterholder and CERTIFIED FINANCIAL PLANNER™ practitioner.

Publications by Jay Skaalen, CFA, CFP®

April 14, 2019 | Fixed Income

An About Face from the U.S. Federal Reserve
Click here to download a PRINT VERSION of this article. After a volatile end to 2018, interest rates continued their move lower in the first quarter driven by a dramatic […]

October 19, 2018 | Global Equities

Foreign Currency Conundrum
To download a printable version of this article: 201810 OPCM – Foreign Currency Conundrum On August 13th, 2018 a headline in the International Business Times read, “Turkey facing currency meltdown […]

April 11, 2018 | Alternative Investments

Navigating Turbulent Waters
The alternatives asset class is one that typically doesn’t garner much attention and can be easy to overlook. The individual holdings themselves typically aren’t flashy, and, on balance, alternatives make […]

October 5, 2017 | Alternative Investments

Time To Bet On Bitcoin?
In the past two weeks I have received the same question from my mother, one of my neighbors and my best childhood friend: what do you think of bitcoin? It […]

July 3, 2017 | Fixed Income

Why Should I Care About the Yield Curve?
A headline in the June 25th edition of the Financial Times read “Investor Nervousness Rises as Yield Curve Flattens”. If you are a regular reader of the Wall Street Journal, […]

April 3, 2017 | Alternative Investments

What’s a Dollar Worth?
Over the past few years, the U.S. dollar has marched higher driven by several factors including a recovering U.S. economy, expectations for tighter monetary policy, and sluggish growth prospects outside […]

March 3, 2017 | Fixed Income

The Premium Bond Conundrum
The investment landscape is full of confusing jargon, but one area that seems to baffle investors more than others is fixed income. In today’s interest rate environment, clients repeatedly ask […]

October 16, 2016 | Natural Resources

Golden Diversification
We are three quarters of the way through 2016 and one of the more interesting stories of the year thus far has been the resurgence of gold. The polarizing metal […]
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