Holmes Osborne | Source | Principal at Osborne Global Investors
Holmes Osborne
Principal at Osborne Global Investors
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Holmes holds a bachelor’s in finance from Syracuse University and the Chartered Financial Analyst designation. Publications in which his articles have appeared include: The Motley Fool, TheStreet.com, Seeking Alpha, and Investopedia. He has been featured in the Wall Street Journal and Forbes magazine. Holmes has also served as an expert witness in court cases involving financial ethics. Clients’ assets are held in custody at Charles Schwab & Company and Interactive Brokers.
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Osborne Global Investors
Principal
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Rethinking Retirement: Is the 100 Minus Age Rule Outdated?
Holmes argues that the 100 Minus Age rule is "too aggressive" for retirees. He advises considering market valuations and reducing stock exposure when markets are high. For risk-averse investors, he suggests individual bonds, especially municipals for high-tax states, as a safer alternative. Holmes emphasizes a more nuanced approach to retirement investment strategies. -
Retirement Planning: Key Insights on $50,000 Annuities
Holmes advises, "Variable annuities for growth, fixed for conservative." He cautions that annuities are usually illiquid and recommends against purchasing if under 59 1/2 due to penalties and taxes. He emphasizes asking, "When can I get my money back and how much will I pay in taxes?" -
Expert Weighs In: Kroger-Albertsons Merger Could Benefit Consumers
Holmes suggests that a Kroger-Albertsons merger might benefit consumers by keeping more grocers in the market. "Competing with Wal-Mart and Costco is tough so maybe a merger could be good for consumers." Despite potential layoffs, the savings could enhance competition.
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Laddered portfolios hold short, medium, and longer bonds. Since interest rates are difficult to predict, a laddered portfolio can cover investors in multiple scenarios.
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