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Osbon Capital Management Publications

Informed and Empowered
We are pleased to share our perspective on important investment and wealth management issues.

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Risk

The Fallacy of Annualized Return

Can investors control risk?

Can we really trust perception?

Why is time your best friend?

What makes good risk good?

Indexing/Passive Investing

The Index Advantage NEW

Market Efficiency at the Supermarket

A Close Look at Indexing Myths

Isn't "passive" just a fancy word for "lazy"?

Which market sector will outperform in the 2010's?

Are markets efficient, and does it matter?

Is BlackRock turning passive?

Bogle Keeps it Simple Tips from the index fund founder

Efficient Markets The investment power of humility

Warren Buffett bets on an index Can the S&P 500 beat handpicked hedge funds?

Volatility and Indexing Controlling surprises in turbulent markets

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Asset Allocation

Beware Faux Diversification

Do You Own the Next BP?

How can average be above average?

What does "diversified" really look like?

Which asset class will win next year?

ETFs

Surviving the Income Famine

Fees: A portfolio's silent killer

What does an ETF portfolio look like?

What can we learn from ETF performance?

Are all ETFs better than actively managed funds?

More Discipline, Less Drama. Indexed ETF portfolios can protect against needless pitfalls

The fundamentals of ETF selection How we choose investments at Osbon Capital Management

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Fixed Income

Is the party over for fixed income investments?

Bonds 2.0 Bonds go real time, real diverse, real easy

Investment Strategy

Do More by Doing Less

Be Like Swensen

Pessimism is the new black — the latest fashion

Will the market go up or down tomorrow?

Can we set it and forget it?

Will inflation ever matter again?

Is now the time for market timing?

Portfolio Architecture Building and maintaining your investment house

Six reasons to turn off the TV Why CNBC is the wrong channel for long-term investors

Missing Out Why market timing is a recipe for regret

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International

What's the best international market?

Are "frontier markets" ready for investment?

Are international stocks too risky?

Financial Planning

Money is money, no matter its source

What's Your Investment Goal?

How long will that nest egg last?

Is socially responsible investing an achievable goal?

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Investment Advisors

9 Questions Your Advisor Should be Asking You

5 Questions to Ask Your Investment Advisor

Which business network should investors watch?

What Great Service Means in Wealth Management Boutique service ethic delivers personal attention

Learning through crisis What the financial upheaval teaches us about selecting financial providers

A Fiduciary Approach to Money Management When your adviser is required by law to act in your best interests

Special Editions

Special Edition — 5th Anniversary

Special Edition: Why should entrepreneurs not manage their own portfolios?

Special Edition: What happens after the deal is done?

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