Our July 2023 virtual event, “Investing and Personal Finance 101,” featured Obermeyer Wood team members Dana Nightingale, CFA, CFP, and Brooke Gais, CFP. While many of our clients are well on their way in their financial lives, we know it’s never a bad idea to brush up on the basics. Whether someone is opening their first retirement account, dealing with a sudden influx of cash, or simply looking for guidance on the principles of investing, this event aimed to provide them with valuable insights and practical advice. Dana and Brooke covered a range of topics, including the basics of public market investing, the difference between different asset classes and securities, and “what I wish I knew” personal finance lessons learned by our team over the years. Watch the recording of the full event below.

After wrapping up our annual trip to the Berkshire Hathaway shareholder meeting in Omaha earlier this month, we were eager to share our thoughts on this year’s gathering, provide a primer on Berkshire Hathaway, and explain how the lessons learned from Warren Buffett and Charlie Munger over their prolific careers have helped to guide our firm’s investment philosophy. Click the link below to view the complete event, featuring several members of our team and a lengthy Q&A with Ali Phillips and Wally Obermeyer.

On Tuesday, April 25, we were joined by returning guest Mary Beth Franklin, CFP®, for a virtual event on Social Security and Medicare. For most retirees, Social Security is a critical piece of the retirement income puzzle, but the rules are complicated. Medicare benefits are also essential to retirement security, but high costs can catch some retirees by surprise. Mary Beth’s presentation covered the most important points of each of the programs as well as offered tips to maximize Social Security benefits and minimize Medicare premiums.

We recently hosted returning guest John Sileo for his workshop “Cybersecurity in a Zero Trust World," which aims to give participants concrete tools to defend critical aspects of their personal and professional workspace. Topics of his presentation focused on analyzing, organizing, and communicating your own cyber defense strategy, and he provided actionable steps for people to take to protect their data, identity, and finances.

Just as the clock ran out on 2022, Congress made significant changes to retirement savings rules and programs when it passed the SECURE Act 2.0 as part of the fiscal year 2023 Appropriations bill.

The 2023 tax season is officially underway. To help our clients plan, we’ve updated our annual Quick Tax Guide with this year’s changes for income brackets, gift taxes, deductions, retirement plan contributions, and many other areas that might guide your financial planning and investment decisions.