News

As investors, we appreciate the role that liquidity plays in market returns and watch the Fed closely. The Fed has signaled it will begin tightening at the end of this year by reducing its buying in the open markets. By the end of 2022, Fed governors expect one interest-rate increase, moving up the timeline they previously communicated. Chairman Powell has been more hawkish in recent weeks, stating that the Fed is “turning to the process of normalization” at September’s ECB Forum on Central Banking. Yet in the same forum, Powell restated dovish themes, including reinforcing his view that inflation is transitory and the Fed is still some way from raising rates.

We remain committed to the thorough investigation of the companies that our clients own. We believe that integration of ESG criteria allows our investment team to gain a more comprehensive understanding of a company, which should ultimately lead to better-informed investment decisions. We applaud our industry’s increased focus on sustainable investing, and we appreciate that more transparency and information related to ESG allows us to do a better job by having access to a broader pool of research and opinions.

Forbes, in partnership with SHOOK Research, has named Wally Obermeyer to its annual rankings list of the nation’s top 250 wealth advisors. Obermeyer, representing our firm, is ranked #116 in the country. He is the highest-ranked Colorado-based independent advisor on the national list, which he has been featured on for five of the last six years. According to Forbes, over 33,000 wealth advisors across the country were nominated for this year’s list, and the top 250 were chosen using a combination of qualitative criteria and quantitative data.

We are excited to share a recent Barron’s Advisor interview with Ali Phillips, Executive Vice President and Partner. In the article, Ali shares how our business has benefitted over the last year and a half through a continued focus on providing superior client service while being open to adapting to the disrupted work environment. Click the link below to read more about our team's experience with making adjustments during the pandemic.

As investors, staying grounded and focused is critical as we look for high-quality companies that are innovative and strategic, and whose products and services are highly sought after by their customers. Of course, the most important news is that global economic activity is rebounding after a surreal year. We recognize that challenges remain, including inflation concerns, potential tax changes, and lofty valuations in certain assets. However, the healthy earnings of the companies our clients own underpin our focus on staying invested and navigating each of these obstacles as more information comes to light.

Ali Phillips, Executive Vice President and Partner, was a recent guest on the Selling The Mountains podcast hosted by Christian Knapp. The podcast series focuses on the booming mountain town real estate economy and the unique personalities fueling it. Each episode is an insider’s perspective on market trends, lifestyle, success stories, and the business of buying and selling property in the mountains.