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Video: Obermeyer Wood March 2022 Virtual Event⁠ - Personal Cybersecurity Workshop Thumbnail

Video: Obermeyer Wood March 2022 Virtual Event⁠ - Personal Cybersecurity Workshop

For our March 2022 Obermeyer Wood Virtual Event, we were grateful to host a cybersecurity workshop and panel discussion led by Charlton Rugg, Chief Compliance, Legal, and Technology Officer at Obermeyer Wood. The panel featured senior technology consultants Erin Donhom from Charles Schwab & Co. and Jared De Soto of TD Ameritrade Institutional. The event focused on cybersecurity best practices designed to keep users safe in an increasingly complicated digital world, and you can view a recording of the full event by clicking the play button below. Additionally, if you would like to continue your education on personal cybersecurity, check out the resources available at SchwabSafe.

2022 Quick Tax Guide Thumbnail

2022 Quick Tax Guide

With 2022 tax planning underway, we have put together a one-sheet guide to help you plan income, gifting, and capital gains strategies throughout the year. The information on the helpful document is a summary of publicly available data from the IRS. As always, we encourage you to consult with your tax professional for tax advice and filing assistance.

Video: Quarterly Investment Outlook - Winter 2022 Thumbnail

Video: Quarterly Investment Outlook - Winter 2022

In our latest quarterly investment outlook video, Wally Obermeyer, President and Co-Founder, shares his thoughts on the economic and market trends we are keeping a close eye on heading into 2022. We remain encouraged by solid company earnings, underpinning our focus on staying invested and navigating the months and years ahead by continuing to challenge ourselves to think differently from the crowd and stay true to our long-term approach. Watch Wally's latest video to learn more.