Dollars & Sense Blog Series Tariffs and Volatility: A Focus on Behavioral Finance By Hayden Porter, CFP® Wealth Advisor Recent tariff announcements and the resulting economic uncertainty have triggered significant…
Women are a powerful force in the economy. Women manage the finances in a majority of U.S. households, and 99% of women in high-earning households are involved with financial planning. And the next…
Happy 2024 from all of us at Obermeyer Wood! A new year offers a great chance to get your finances organized. Below you’ll find our top tips to help you…
With the 2024 tax season now in progress, and in line with our commitment to keeping our clients well-informed, we have refreshed our annual Quick Tax Guide with the latest…
On Tuesday, December 19, we raised a glass at our year-end virtual event to the holiday season and gained insights from two of our firm’s leaders, Wally Obermeyer, President, and…
Our July 2023 virtual event, “Investing and Personal Finance 101,” featured Obermeyer Wood team members Dana Nightingale, CFA, CFP, and Brooke Gais, CFP. While many of our clients are well…
After wrapping up our annual trip to the Berkshire Hathaway shareholder meeting in Omaha earlier this month, we were eager to share our thoughts on this year’s gathering, provide a…
On Tuesday, April 25, we were joined by returning guest Mary Beth Franklin, CFP®, for a virtual event on Social Security and Medicare. For most retirees, Social Security is a…
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