News

In our latest quarterly investment outlook video, Wally Obermeyer, President and Co-Founder, shares our firm's latest views on the economy and markets. We remain focused on positioning our clients to build their wealth over the years and decades to come. We believe in the resilience of the American economy, and we can point to previous cycles that felt even scarier at the time. In each instance, the storm has passed and made way for continued growth and prosperity. We have no reason to believe this time is any different. Please reach out to our team if you would like to schedule a time to talk about your questions, concerns, or updates in your financial situation.

Investors are finding a balance. Long gone are the days of excessive exuberance marked by the rise of “meme stocks,” or stocks with relatively low earnings that were popularized by social media. Investors have also moved away from the desperate calls that there will be a corporate earnings meltdown and economic reckoning. Today the stock market is trading at reasonable valuations.

Ali Phillips, executive vice president and partner, was recently interviewed by Barron’s as part of its “Advisor Q&A” series. Phillips talked about her journey from Wall Street to the Rocky Mountains, her views on the state of the markets, and how we are investing in our team to serve our clients’ evolving needs now and in the future.

For the seventh year in a row, Obermeyer Wood Investment Counsel has been recognized on the Forbes/SHOOK Research Top Women Wealth Advisors list – and Obermeyer Wood is the only independent Registered Investment Advisory firm in Colorado to have two advisors ranked on the list of top 100 in the nation.

We are humble enough to know that we can't precisely predict when the market will bounce back or how long a recovery will take. However, we do know that bear markets and recessions, while scary, are essential parts of the normal market and economic cycles. Through our investment management and financial guidance, we aim to prepare you for a variety of market outcomes by building a well-balanced portfolio that includes sufficient cash to meet your short-term spending needs, allowing you to stay invested for the long term. Please reach out to our team if you would like to schedule a time to talk about your questions, concerns, or updates in your financial situation.

Inflation. War. Supply chains. COVID. The Fed. Interest-rate hikes. A “soft” versus “hard” landing. Investors have been ruminating over these broad yet interconnected topics for all of 2022. Markets slid and whipsawed at even the slightest signals derived from the cacophony of policymakers, thought leaders, corporate earnings reports, and economic data releases. The regrettably clear fact is that it was a difficult year for stock and bond investors and even more so for cryptocurrency holders. The major equity indices finished the year firmly in the red, and between October 2021-2022 bond investors experienced the worst twelve months in the asset class’s history. Yet, for as bad as 2022 felt, the big picture is more positive.