Blog

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…

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…

We recently hosted returning guest John Sileo for his workshop “Cybersecurity in a Zero Trust World,” which aims to give participants concrete tools to defend critical aspects of their personal…

Just as the clock ran out on 2022, Congress made significant changes to retirement savings rules and programs when it passed the SECURE Act 2.0 as part of the fiscal…

The 2023 tax season is officially underway. To help our clients plan, we’ve updated our annual Quick Tax Guide with this year’s changes for income brackets, gift taxes, deductions, retirement…