Tag: fee-only


  • Iron Capital Perspectives
  • October 31, 2023
  • Iron Capital Advisors

Episode 6: Can We Explain It Simply?

Einstein is credited with saying that if you truly understand something, you can explain it simply. So we’re taking on a challenge: Can Chuck explain investing to two seventh-graders? Let’s find out.


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  • Iron Capital Perspectives
  • June 27, 2023
  • Iron Capital Advisors

Episode 2: How’s Business?

“Are we heading into a recession?” This is the #1 question we get from clients lately. We answer with a question: How is your business? What impact do rising interest rates actually have on the economy? Let’s explore.


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  • Iron Capital Perspectives
  • September 21, 2022
  • Chuck Osborne

Long COVID?

To be understanding, one has to be in relationship. We have lost a great deal of that relationship-building over the last two and a half years. Our reaction to COVID may very well end up doing more harm to our society than the virus itself. Human interaction is of utmost importance.


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  • Iron Capital Perspectives
  • August 15, 2022
  • Chuck Osborne

Who’s the Boss?

The primary value, in my opinion, is independence. It boils down to one question: Who is the boss – is it the client, or someone else?


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  • Iron Capital Perspectives
  • June 20, 2022
  • Chuck Osborne

Mutual Fund Scandal 2.0

The original mutual fund scandal boiled down to large brokers getting preferential treatment at the expense of small investors. This 2.0 version boils down to the same thing: Large consulting firms are receiving preferential treatment at the expense of smaller firms and investors.