In our third quarter 2021 investment outlook, Wally Obermeyer discusses why it is so important to stay steady and focused on the long-run. While Wally anticipates some near-term market volatility, he explains that volatility is normal and emphasizes the need to keep a balanced view when it comes to investing. Wally thanks you for letting us manage your “stored labor” and for your continued partnership with everyone at Obermeyer Wood.
Michael Townsend, the Managing Director of Legislative and Regulatory Affairs at Charles Schwab & Co. and host of the WashingtonWise Investor podcast, joined us to discuss the latest developments in Washington around infrastructure legislation, taxes, deficits, debt, and bills aimed at big tech. With lawmakers getting ready to return from the August congressional recess with an overflowing "to-do" list, Michael highlighted the issues and legislation that investors should be watching closely. Watch the video below to see the entire event, including the audience Q&A.
In our latest quarterly investment outlook video, Wally Obermeyer, President and Co-Founder, shares his thoughts on the economic and market trends that we are keeping a close eye on as we head into the second half of 2021.
In his latest quarterly investment outlook video, Wally Obermeyer, President and Co-Founder, shares his thoughts on the markets' first quarter of the year and our firm's optimistic perspective moving forward through the rest of 2021.
Our March 2021 virtual event featured Jeffrey Kleintop, Chief Global Investment Strategist at Charles Schwab & Co. Jeffrey gave a fascinating overview of international issues and events that hold implications for U.S. investors, including global vaccine distribution, trade relations, and the status of the race towards economic reopening.
We were honored to host Mary Beth Franklin, CFP, for her workshop "COVID-19's Impact on Social Security Claiming Decisions," which was followed by a Q&A session. Topics covered included general claiming strategies, Colorado-specific rules, and planning best practices for spouses and singles.