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News

Obermeyer Wood News - Spring 2020 Edition Thumbnail

Obermeyer Wood News - Spring 2020 Edition

The Spring 2020 edition of Obermeyer Wood News is here! In our latest installment, we examine why there are reasons for hope in this pandemic-afflicted economy. We remind ourselves that global markets have encountered crises of different scopes and proportions in the last century—with each crisis feeling dire and insurmountable at the time, only for a recovery to take place time and time again. We also highlight one of the most rewarding services that we offer: multi-generational family meetings, where we act as a third party in facilitating discussions about family wealth.

Skip Dines in the Denver Business Journal: Tips on talking to the next generation about your family’s wealth Thumbnail

Skip Dines in the Denver Business Journal: Tips on talking to the next generation about your family’s wealth

It can take decades of hard work, discipline, and a commitment to sound financial principles to be fortunate enough to accrue the level of wealth that will last your family for generations. Unfortunately, that precious sweat and financial equity can disappear at an alarmingly fast rate. Below are some communication strategies that can help put your family on the path to financial peace of mind.

Obermeyer and Phillips Named Best-In-State by Forbes and SHOOK Research Thumbnail

Obermeyer and Phillips Named Best-In-State by Forbes and SHOOK Research

Forbes and SHOOK Research recently released their annual rankings for Best-In-State Wealth Advisors, compiling a list of 4,000 of the top advisors across the country. For the second year in a row, Obermeyer Wood Investment Counsel is the only firm to feature two advisors ranked in the top 10 in the state of Colorado. This year's rankings feature Wally Obermeyer at No. 2 in the state, followed by Ali Phillips in the No. 8 spot.

Obermeyer Wood News - Winter 2020 Edition Thumbnail

Obermeyer Wood News - Winter 2020 Edition

The Winter 2020 edition of Obermeyer Wood News is now available! In our latest installment, we take a look back in our "Decade in Review." What started as a dark economic period in our nation's history finished with the stock market and economy firing on all cylinders. We dive into what contributed to the strong recovery and provide our outlook for the decade ahead. We also highlight some of our favorite podcasts in a new recurring feature, offer our latest book recommendations, and provide reminders as we approach tax season.