Monthly Archives: June 2015

Interview with RIABiz

I had a lot of fun and was pretty honest about building this firm and my thoughts on the industry in this interview with RIABiz. Scott did a great writeup, enjoy the read: James Osborne makes a waiting list part of his new RIA’s business model after 18 months — with client care and mountain […]

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Thoughts on Schwab’s “Robo” for advisors

Charles Schwab officially announced today what has been coming for a while – they are rolling out an automated investment service for Registered Investment Advisors who custody client assets at Schwab.  So that’s me. The service will feature automatic account rebalancing, tax loss harvesting (for accounts over $50,000) and almost complete customization for the advisor to […]

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Fireside Markets Episode 08: A Wealth of Common Sense with Ben Carlson

In this episode of Fireside Markets, host James Osborne chats with respected blogger Ben Carlson, the voice behind A Wealth Of Common Sense. Ben has a new book about to be released, aptly titled “A Wealth of Common Sense: Why Simplicity Trumps Complexity in Any Investment Plan.” We discussed some highlights from the book, including […]

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I don’t really love TIPS

This will border on blasphemy for some, but I don’t really love TIPS (Treasury Inflation-Protected Securities) as part of a bond portfolio.  They can serve some purpose, including diversification benefits within fixed income, but for the most part I don’t think most people know what they are buying when they own TIPS. As a quick […]

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Splitting The Difference

We investors are a funny bunch.  We’re quick to find narratives and data that support our thesis, and ignore all else to the contrary. Or we’ll see the data, and thanks to our incredible overconfidence, simply state that the data may apply to the aggregate, but it certainly doesn’t apply to us. If 98% of […]

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