RIA Zen and the art of doing what's prudent -- even if you can't brag about it over beers

James Osborne confesses his guilty desire to make his practice more exciting and why he resists the temptations of adrenaline highs on behalf of clients

Author Guest Columnist James D. Osborne September 23, 2016 at 5:43 PM

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James Osborne: I never find some exciting stock or fund to buy. I never get to tell a great story over beers.

James D. Osborne

401(k)

Bason Asset Management

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Famously and fiercely solo James Osborne somewhat sheepishly doubles headcount at Bason to two after the fatigue of saying 'no' wore on him

For seven years,RIA, flat-fee evangelist and blogger in Greenwood, Colo. doggedly stayed solo and got to $200 million but now he has McKenzie Ebbesen; and she shares his discomfort with 1% fees.

RIA Zen and the art of doing what's prudent -- even if you can't brag about it over beers

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March 5, 2019 at 9:17 PM

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RIA Zen and the art of doing what's prudent -- even if you can't brag about it over beers

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March 5, 2019 at 9:17 PM

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