Market Commentary, Investment Outlook & Financial Planning Insights

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Video: July 2026 | “We’ve Seen This Before: What 300 Years of Spending Cycles May Tell Us About AI”

Video: July 2026 | “We’ve Seen This Before: What 300 Years of Spending Cycles May Tell Us About AI”

Our latest virtual event, "We've Seen This Before: What 300 Years of Spending Cycles May Tell Us About AI," featured members of Obermeyer's investment team, Adam Savin, Nick Barnes, CFA,…
August 3, 2026
Ali Phillips Named to Barron’s Top 100 Women Financial Advisors for 2026

Ali Phillips Named to Barron’s Top 100 Women Financial Advisors for 2026

Ali Phillips Named to Barron's Top 100 Women Financial Advisors for 2026 We are thrilled to announce that Ali Phillips, President and Partner at Obermeyer Wealth Partners, has been named…
July 31, 2026
Diversification and Concentration Risk: A Comparison of Recent Drawdowns

Diversification and Concentration Risk: A Comparison of Recent Drawdowns

Diversification and Concentration Risk: A Comparison of Recent Drawdowns Measuring The 52-Week Drawdown: This chart shows how far each stock currently sits below its 52-week high, alongside the S&P 500.…
July 31, 2026
A Bull Market in Nostalgia

A Bull Market in Nostalgia

A Bull Market in Nostalgia Measuring Nostalgia: Google search trends offer a rough gauge of what the world is curious about. Interest in "Vinyl," "1990s," and "Disposable Camera" tracks how…
July 24, 2026
Quarterly Earnings Revision Tracker

Quarterly Earnings Revision Tracker

Quarterly Earnings Revision Tracker Tracking Earnings Revisions: This chart follows the evolution of the bottom-up consensus analyst estimate for S&P 500 earnings per share across three upcoming quarters. Each line…
July 17, 2026
Obermeyer Wealth News | Summer 2026

Obermeyer Wealth News | Summer 2026

MARKETPOINT The Market Exhales If the first quarter of 2026 tested investors' patience, the second quarter rewarded it. After stocks posted their worst quarter in four years to open the…
July 10, 2026
Small Caps Had a Strong First Half of 2026

Small Caps Had a Strong First Half of 2026

Small Caps Had a Strong First Half of 2026 Measuring Small Cap vs. Large Cap Performance: The chart tracks the first half performance spread between U.S. small caps and large…
July 10, 2026
Video: Quarterly Investment Outlook | Summer 2026

Video: Quarterly Investment Outlook | Summer 2026

In our summer market update, Ali Phillips, President, and Adam Savin, Senior Vice President and CIO, discuss a quarter that demonstrated the importance of patience and discipline in long-term investing.…
July 10, 2026
AI Spending Is Real, Not Just Hype

AI Spending Is Real, Not Just Hype

AI Spending Is Real, Not Just Hype Measuring Business Tech Investment: This chart tracks how much U.S. businesses spend on computers and data center hardware, shown in dollars at a…
July 3, 2026
Gas Prices Look Very Different When You Adjust for Inflation

Gas Prices Look Very Different When You Adjust for Inflation

Gas Prices Look Very Different When You Adjust for Inflation Measuring Nominal vs. Inflation-Adjusted Gasoline Prices: This chart compares the nominal price of gasoline to its inflation-adjusted price since 1991.…
June 26, 2026
Bond Yields are Historically Linked with Forward Returns

Bond Yields are Historically Linked with Forward Returns

Bond Yields are Historically Linked with Forward Returns Understanding Starting Yield and Forward Returns: This chart plots the U.S. 10-Year starting yield against the forward 10-year annualized return going back…
June 19, 2026
Longevity Risk: Plan to Live Longer Than You Expect

Longevity Risk: Plan to Live Longer Than You Expect

Longevity Risk: Plan to Live Longer Than You Expect Understanding Conditional Life Expectancy: This chart shows how long you're expected to live based on the age you've already reached, split…
June 12, 2026