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<main>
<section class="hero">
<div class="container">
<div class="hero__eyebrow">Video archive · 30+ explainers since 2022</div>
<h1 class="hero__title">Watch the <em>investment team</em><br>think out loud.</h1>
<p class="hero__sub">
Most of what's published about markets is noise. The Osborne Partners investment team
records a steady stream of short, plain-English explainers — five to ten minutes each —
on the questions actually moving client portfolios. The full archive lives below.
</p>
</div>
</section>
<!-- FEATURED VIDEO -->
<section class="section">
<div class="container">
<div class="section__eyebrow">Latest · February 2026</div>
<div class="video-featured">
<a class="video-featured__thumb" href="#">
<span class="video-featured__play"></span>
<span class="video-card__duration" style="font-size:13px;padding:6px 12px">10:00</span>
</a>
<div>
<h2 class="section__title" style="font-size:40px;margin-bottom:16px">Earnings Releases Decoded</h2>
<p style="font-size:17px;line-height:1.6;color:var(--ink-soft);margin-bottom:24px">
Ever wonder how a single quarterly update from a publicly traded company can shift the
entire market? In just ten minutes, Jay Skaalen, CFA, CFP®, breaks down the mechanics
of earnings season — guidance vs. actuals, sentiment vs. fundamentals, and how the
firm's investment process turns the chaos into actionable signal.
</p>
<div style="display:flex;align-items:center;gap:12px;font-size:13px;color:var(--ink-mute)">
<div class="video-card__author-dot" style="width:36px;height:36px;font-size:13px">JS</div>
<div>
<div style="color:var(--ink);font-weight:600">Jay Skaalen, CFA, CFP®</div>
<div>Investment Team · Wealth Counselor</div>
</div>
</div>
</div>
</div>
</div>
</section>
<!-- 6-PART SERIES (2022 Review / 2023 Preview) -->
<section class="section section--alt">
<div class="container">
<div class="section__eyebrow">Six-part series · January–March 2023</div>
<h2 class="section__title">2022 Review & 2023 Preview.</h2>
<p class="section__lead">
After the worst market year since 2008, the investment team produced a six-part
deep-dive — one specialist per asset class. The full series remains in our public
archive as a reference for how the firm thinks about each sleeve of the portfolio.
</p>
<div class="series-strip">
<div class="series-strip__head"></div>
<div class="series-step"><div class="num">01</div><div class="topic">Investment Team Overview</div><div class="who">10 min · The team</div></div>
<div class="series-step"><div class="num">02</div><div class="topic">Domestic Equities</div><div class="who">Investment Team</div></div>
<div class="series-step"><div class="num">03</div><div class="topic">Foreign Equities</div><div class="who">Jay Skaalen, CFA, CFP®</div></div>
<div class="series-step"><div class="num">04</div><div class="topic">Fixed Income</div><div class="who">Ben Viemeister, CFA</div></div>
<div class="series-step"><div class="num">05</div><div class="topic">Natural Resources & Alternatives</div><div class="who">Jack Fagan, CFA</div></div>
<div class="series-step"><div class="num">06</div><div class="topic">Real Estate</div><div class="who">Jason Rodnick, CFA</div></div>
</div>
</div>
</section>
<!-- VIDEO ARCHIVE GRID -->
<section class="section">
<div class="container">
<div class="section__eyebrow">The full archive</div>
<h2 class="section__title">Every video the firm has shared.</h2>
<p class="section__lead">
Newest first. Click any tile to play; click an author to read more from that voice.
</p>
<div class="video-grid">
<article class="video-card">
<a class="video-card__thumb" href="#" style="background:linear-gradient(135deg,#0b1a35,#bfa15a)">
<span class="video-card__series-badge">Latest</span>
<span class="video-card__play"></span>
<span class="video-card__duration">10:00</span>
</a>
<div class="video-card__body">
<div class="video-card__date">FEB 26, 2026</div>
<h3 class="video-card__title">Earnings Releases Decoded</h3>
<p class="video-card__desc">How a single quarterly update from a public company can shift the whole market — and how the firm separates noise from signal during earnings season.</p>
<div class="video-card__author"><span class="video-card__author-dot">JS</span><span>Jay Skaalen, CFA, CFP®</span></div>
</div>
</article>
<article class="video-card">
<a class="video-card__thumb" href="#" style="background:linear-gradient(135deg,#5a3a8a,#c8b8e0)">
<span class="video-card__play"></span>
<span class="video-card__duration">10:00</span>
</a>
<div class="video-card__body">
<div class="video-card__date">FEB 21, 2025</div>
<h3 class="video-card__title">Artificial Intelligence: Challenges and Opportunities</h3>
<p class="video-card__desc">AI has been a popular topic in the media — but where are the actual investment opportunities? A walk through the layers of the AI economy.</p>
<div class="video-card__author"><span class="video-card__author-dot">JS</span><span>Jay Skaalen, CFA, CFP®</span></div>
</div>
</article>
<article class="video-card">
<a class="video-card__thumb" href="#" style="background:linear-gradient(135deg,#0a0908,#d4af6a)">
<span class="video-card__play"></span>
<span class="video-card__duration">10:00</span>
</a>
<div class="video-card__body">
<div class="video-card__date">FEB 7, 2025</div>
<h3 class="video-card__title">Why Own Foreign Equities?</h3>
<p class="video-card__desc">Most investors have little interest in foreign equities given recent underperformance. Justin explains why several of the firm's most-respected positions are domiciled abroad.</p>
<div class="video-card__author"><span class="video-card__author-dot">JM</span><span>Justin McNichols, CFA</span></div>
</div>
</article>
<article class="video-card">
<a class="video-card__thumb" href="#" style="background:linear-gradient(135deg,#1a1a1a,#8a8478)">
<span class="video-card__play"></span>
<span class="video-card__duration">8:00</span>
</a>
<div class="video-card__body">
<div class="video-card__date">NOV 8, 2024</div>
<h3 class="video-card__title">The Election is Over… Now What?</h3>
<p class="video-card__desc">Elections are emotional events. Setting that aside is the only way to assess how results actually impact a portfolio and a financial future.</p>
<div class="video-card__author"><span class="video-card__author-dot">OP</span><span>Investment Team</span></div>
</div>
</article>
<article class="video-card">
<a class="video-card__thumb" href="#" style="background:linear-gradient(135deg,#2a3a2c,#a87a3a)">
<span class="video-card__series-badge">Series</span>
<span class="video-card__play"></span>
<span class="video-card__duration">10:00</span>
</a>
<div class="video-card__body">
<div class="video-card__date">MAR 1, 2023 · PART 6/6</div>
<h3 class="video-card__title">Real Estate · 2022 Review & 2023 Preview</h3>
<p class="video-card__desc">2022 was the worst year for real estate since 2008. With rates rising, the firm's real-estate specialist walks through the implications for portfolios.</p>
<div class="video-card__author"><span class="video-card__author-dot">JR</span><span>Jason Rodnick, CFA</span></div>
</div>
</article>
<article class="video-card">
<a class="video-card__thumb" href="#" style="background:linear-gradient(135deg,#3a1a14,#8a3a3a)">
<span class="video-card__series-badge">Series</span>
<span class="video-card__play"></span>
<span class="video-card__duration">10:00</span>
</a>
<div class="video-card__body">
<div class="video-card__date">FEB 22, 2023 · PART 5/6</div>
<h3 class="video-card__title">Natural Resources & Alternatives · 2022 Review & 2023 Preview</h3>
<p class="video-card__desc">A year defined by higher rates, a stronger dollar, and a highly volatile commodities complex. Where the firm sees opportunity in 2023.</p>
<div class="video-card__author"><span class="video-card__author-dot">JF</span><span>Jack Fagan, CFA</span></div>
</div>
</article>
<article class="video-card">
<a class="video-card__thumb" href="#" style="background:linear-gradient(135deg,#0a0e14,#3aa9ff)">
<span class="video-card__series-badge">Series</span>
<span class="video-card__play"></span>
<span class="video-card__duration">10:00</span>
</a>
<div class="video-card__body">
<div class="video-card__date">FEB 15, 2023 · PART 4/6</div>
<h3 class="video-card__title">Fixed Income · 2022 Review & 2023 Preview</h3>
<p class="video-card__desc">2022 was tempestuous for what is supposed to be a stable asset class. Fixed income had its worst year on record. Ben Viemeister surveys the wreckage and the recovery.</p>
<div class="video-card__author"><span class="video-card__author-dot">BV</span><span>Ben Viemeister, CFA</span></div>
</div>
</article>
<article class="video-card">
<a class="video-card__thumb" href="#" style="background:linear-gradient(135deg,#5a3a8a,#8a6abf)">
<span class="video-card__series-badge">Series</span>
<span class="video-card__play"></span>
<span class="video-card__duration">10:00</span>
</a>
<div class="video-card__body">
<div class="video-card__date">FEB 3, 2023 · PART 3/6</div>
<h3 class="video-card__title">Foreign Equities · 2022 Review & 2023 Preview</h3>
<p class="video-card__desc">A challenging year for nearly every asset class. Investors found no relief abroad — but the year-end positioning created opportunity for 2023.</p>
<div class="video-card__author"><span class="video-card__author-dot">JS</span><span>Jay Skaalen, CFA, CFP®</span></div>
</div>
</article>
<article class="video-card">
<a class="video-card__thumb" href="#" style="background:linear-gradient(135deg,#0b1a35,#1a2b48)">
<span class="video-card__series-badge">Series</span>
<span class="video-card__play"></span>
<span class="video-card__duration">10:00</span>
</a>
<div class="video-card__body">
<div class="video-card__date">JAN 24, 2023 · PART 2/6</div>
<h3 class="video-card__title">Domestic Equities · 2022 Review & 2023 Preview</h3>
<p class="video-card__desc">Diving deeper into US equity positioning after the second-worst year for the asset class since 2008. Where the firm rebalanced and why.</p>
<div class="video-card__author"><span class="video-card__author-dot">OP</span><span>Investment Team</span></div>
</div>
</article>
<article class="video-card">
<a class="video-card__thumb" href="#" style="background:linear-gradient(135deg,#e8e1d4,#7a6a4a)">
<span class="video-card__series-badge">Series</span>
<span class="video-card__play"></span>
<span class="video-card__duration">10:00</span>
</a>
<div class="video-card__body">
<div class="video-card__date">JAN 18, 2023 · PART 1/6</div>
<h3 class="video-card__title">2022 Review & 2023 Preview · Investment Team Overview</h3>
<p class="video-card__desc">2022 was the worst year for markets since 2008 — high inflation, rising rates, war, and a closed China. The investment team's framework for navigating it all.</p>
<div class="video-card__author"><span class="video-card__author-dot">OP</span><span>Investment Team</span></div>
</div>
</article>
<article class="video-card">
<a class="video-card__thumb" href="#" style="background:linear-gradient(135deg,#0a0908,#5a3a14)">
<span class="video-card__play"></span>
<span class="video-card__duration">8:00</span>
</a>
<div class="video-card__body">
<div class="video-card__date">NOV 29, 2022</div>
<h3 class="video-card__title">Lessons From the Implosion of Speculative Assets</h3>
<p class="video-card__desc">Crypto, SPACs, meme stocks — speculative bubbles peaked in 2021 and popped in 2022. How they were created, what we said at the time, and what to take from it.</p>
<div class="video-card__author"><span class="video-card__author-dot">OP</span><span>Investment Team</span></div>
</div>
</article>
<article class="video-card">
<a class="video-card__thumb" href="#" style="background:linear-gradient(135deg,#3aa9ff,#7ac7ff)">
<span class="video-card__play"></span>
<span class="video-card__duration">7:00</span>
</a>
<div class="video-card__body">
<div class="video-card__date">SEP 29, 2022</div>
<h3 class="video-card__title">Investors Shift Their Focus</h3>
<p class="video-card__desc">When does this bear market end? Bear markets average eleven months — we are now ten in. On average the S&P 500 is 44% higher a year after a major low.</p>
<div class="video-card__author"><span class="video-card__author-dot">OP</span><span>Investment Team</span></div>
</div>
</article>
<article class="video-card">
<a class="video-card__thumb" href="#" style="background:linear-gradient(135deg,#8a3a1a,#bfa15a)">
<span class="video-card__play"></span>
<span class="video-card__duration">5:00</span>
</a>
<div class="video-card__body">
<div class="video-card__date">AUG 12, 2022 · MARKET UPDATE</div>
<h3 class="video-card__title">Consumer Price Index — Has Inflation Peaked?</h3>
<p class="video-card__desc">The latest CPI release confirmed the firm's belief that inflation had previously peaked. A focused five-minute update from the Chief Investment Officer.</p>
<div class="video-card__author"><span class="video-card__author-dot">JM</span><span>Justin McNichols, CFA</span></div>
</div>
</article>
</div>
</div>
</section>
<!-- WHITEPAPERS / "MASTERING YOUR WEALTH" SERIES -->
<section class="section section--alt">
<div class="container">
<div class="section__eyebrow">Mastering Your Wealth · Whitepaper series</div>
<h2 class="section__title">Strategies for the decisions<br>that outlive their decision-makers.</h2>
<p class="section__lead">
A long-form companion to the video archive. The "Mastering Your Wealth" series is a
collection of in-depth whitepapers Tom Piro, CFP®, has written for clients facing
complex, infrequent financial decisions.
</p>
<div class="cards">
<div class="card">
<div class="card__num">JUN 2024</div>
<h3 class="card__title">Optimize Your Concentrated Stock</h3>
<p class="card__body">A complete framework for founders and executives sitting on concentrated equity positions — from 10b5-1 plans to exchange funds to charitable strategies.</p>
<a href="#" class="card__cta">Read the paper →</a>
</div>
<div class="card">
<div class="card__num">MAY 2024</div>
<h3 class="card__title">Why Typical Investors Underperform — And How To Set Yourself Up For Success</h3>
<p class="card__body">The behavioral, structural, and tax reasons most investors trail the indexes — and the disciplines that close the gap, decade after decade.</p>
<a href="#" class="card__cta">Read the paper →</a>
</div>
<div class="card">
<div class="card__num">APR 2018</div>
<h3 class="card__title">Navigating Turbulent Waters</h3>
<p class="card__body">A foundational paper from Jay Skaalen, CFA, on how multi-asset construction softens drawdowns and enables disciplined rebalancing through the worst markets.</p>
<a href="#" class="card__cta">Read the paper →</a>
</div>
</div>
</div>
</section>
<!-- BY VOICE -->
<section class="section">
<div class="container">
<div class="section__eyebrow">Browse by voice</div>
<h2 class="section__title">Each specialist, on their patch.</h2>
<div class="cards" style="grid-template-columns:repeat(auto-fit,minmax(220px,1fr))">
<a href="#" class="card" style="text-decoration:none">
<div class="team-card__avatar" style="margin-bottom:14px;width:56px;height:56px;font-size:18px">JM</div>
<h3 class="card__title">Justin McNichols, CFA</h3>
<p class="card__body">CIO · Foreign equities, CPI, market commentary. <strong style="color:var(--accent)">3 videos</strong></p>
</a>
<a href="#" class="card" style="text-decoration:none">
<div class="team-card__avatar" style="margin-bottom:14px;width:56px;height:56px;font-size:18px">JS</div>
<h3 class="card__title">Jay Skaalen, CFA, CFP®</h3>
<p class="card__body">Earnings, AI, foreign equities, multi-asset. <strong style="color:var(--accent)">4 videos</strong></p>
</a>
<a href="#" class="card" style="text-decoration:none">
<div class="team-card__avatar" style="margin-bottom:14px;width:56px;height:56px;font-size:18px">BV</div>
<h3 class="card__title">Ben Viemeister, CFA</h3>
<p class="card__body">Fixed income specialist. <strong style="color:var(--accent)">1 video</strong></p>
</a>
<a href="#" class="card" style="text-decoration:none">
<div class="team-card__avatar" style="margin-bottom:14px;width:56px;height:56px;font-size:18px">JF</div>
<h3 class="card__title">Jack Fagan, CFA</h3>
<p class="card__body">Natural resources & alternatives. <strong style="color:var(--accent)">1 video</strong></p>
</a>
<a href="#" class="card" style="text-decoration:none">
<div class="team-card__avatar" style="margin-bottom:14px;width:56px;height:56px;font-size:18px">JR</div>
<h3 class="card__title">Jason Rodnick, CFA</h3>
<p class="card__body">Real estate & REIT positioning. <strong style="color:var(--accent)">1 video</strong></p>
</a>
<a href="#" class="card" style="text-decoration:none">
<div class="team-card__avatar" style="margin-bottom:14px;width:56px;height:56px;font-size:18px">TP</div>
<h3 class="card__title">Tom Piro, CFP®</h3>
<p class="card__body">Wealth Counselor · Mastering Your Wealth whitepaper series. <strong style="color:var(--accent)">3 papers</strong></p>
</a>
</div>
</div>
</section>
<section class="section section--alt">
<div class="container" style="text-align:center;max-width:780px">
<div class="section__eyebrow">Subscribe</div>
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