Category Archives: Investment Advisors
The risk of being human
Last week we discussed different aspects of risk and how to measure it. I’d like to follow up with a short note about a primary source of risk. I’m sorry to say it’s looking you in the mirror.
Posted in Investment Advisors, Risk
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Lifetime employment
Some people want to work forever. I’m one of them. In investment management, a field where jumping from firm to firm in search of higher compensation is the accepted norm, lifetime employment is the rare exception. With all my job … Continue reading
Posted in Investment Advisors
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Your advisor is moving. Should you, too?
It could happen to you. Or maybe it already has. Your advisor is moving to a different employer. Change happens. Frequently. Every year 12-13% of financial advisors change employers or their firms are sold or merged. That’s a lot of motion. … Continue reading
Pursuing better
Now and then a great business emerges because it does something no one else can through a breakthrough technology or discovery. But far more often, success comes to those who simply “do things better.” This may mean improving the auto … Continue reading
What Windham is doing
Windham Global Solutions, the portfolio and risk management experts, is an essential provider for Osbon Capital. Windham held its second annual investment conference last week in downtown Boston. What happens when you put savvy Windham people in a room for two … Continue reading
Mistakes that never need to happen
JP Morgan’s startling trading loss of $2-5 billion is a good reminder to investors to watch out for hidden problems in their own portfolios – unknowns that should have been known. After the fact, it is easy to see how … Continue reading
Posted in ETFs, Investment Advisors
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Muppets get no respect
By now, Greg Smith’s resignation letter from Goldman Sachs, delivered via the New York Times op-ed page, ranks high in the pantheon of dramatic stage exits. His message about Goldman culture was straightforward and distressing: “It makes me ill how callously … Continue reading
Posted in Investment Advisors
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What’s best for the client?
When you create a wealth management practice from the ground up, as I did in 2005, you must make many choices about how to structure, staff, and operate the business. It’s been a complex process building Osbon Capital, made considerably … Continue reading
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What I write and why I write it
At Osbon Capital, we continuously seek to improve every aspect of the business. Most recently we’ve been reworking our web site to bring our index-only philosophy to the fore and make our extensive library of articles easier to use and … Continue reading
Posted in Investment Advisors
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Service, please. Please!
Let’s be honest. In many businesses, customer service is dead or dying. Stores without salespeople. Telephone “help” lines with endless prompts to nowhere. Call center reps who have no idea who you are, what you need, or how to help. … Continue reading
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