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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.

Forbes and SHOOK Research recently unveiled the inaugural ranking of America’s Top RIA Firms, a new award that recognizes the top 100 Registered Investment Advisors in the United States. Obermeyer Wood was ranked #21 in the country and the only firm in Colorado to rank in the top 50.

When it comes to wealth management, finding someone who cares as much about your money as you do is an important part of the picture. This is especially true for affluent U.S. women, who continue to earn and are responsible for a growing share of investable assets. Women are also expected to inherit trillions by the end of this decade as part of the enormous transfer of wealth taking place among baby boomers. Given how many roles and responsibilities women often juggle, you deserve to have an advisor who has your best interests at heart and wants to help you successfully traverse life’s unexpected twists and turns.

The market continues to test the nerves and resolve of most -- if not all -- investors. In September, the S&P 500 posted a new closing low for the year, and the Dow fell into bear market territory for the first time since the broader market began to decline in January. Using history as our guide and an optimistic view of humankind’s ability to innovate and solve problems of all sizes, we are confident that this uncertain period will pass, just as they have before, and better times will return for investors. We continue to watch our clients’ portfolios closely and look for new ways to stay defensive and opportunistic in this shifting market.

In our latest quarterly investment outlook video, Wally Obermeyer, President and Co-Founder, and Ali Phillips, Executive Vice President and Partner, delve into the latest trends affecting the economy and markets. As we head into the final quarter of 2022, markets remain volatile as the U.S. economy faces headwinds related to persistent inflation, tightened monetary policy, increasing recession risk, and continued geopolitical uncertainty. Amidst all of the uncertainty, there are reasons to stay optimistic and keep a favorable view of long-term opportunities in this market. Check out the video below to learn more.