Our Insights

Video: April 2025 Virtual Event | Tariff and Washington Update

We recently hosted a virtual event with Charles Schwab's Washington policy expert, Michael Townsend. Michael provided insights on the recent market volatility triggered by President Trump's tariff announcements and the…

April 18, 2025

Letter to Clients | Navigating Tariff Announcements

April 3, 2025 Dear Clients, We are reaching out regarding today's market reaction to yesterday's tariff announcements. While the size of the proposed tariffs was notable for being at the…

April 3, 2025

Video: Quarterly Investment Outlook | Spring 2025

*Please note: This was recorded on April 2, 2025, prior to the significant market volatility that began on April 3* In our latest quarterly investment outlook video, Ali Phillips, President…

April 2, 2025

Obermeyer Wealth News | Spring 2025

*Please Note: This was written on March 31, 2025, prior to the significant market volatility in early April* Marketpoint: Policy Shifts, Market Resets, and Our Path Forward As we navigate…

April 1, 2025

Dollars & Sense | How to Build a Financial Plan with Aging Parents

Dollars & Sense Blog Series How to Build a Financial Plan with Aging Parents By Brooke Gais, CFP® Vice President, Wealth Advisory Discussing finances with aging parents can be challenging,…

March 19, 2025

Three From Obermeyer Wealth Partners Recognized Among Top Women Wealth Advisors by Forbes and SHOOK Research

Ali Phillips, President of Obermeyer Wealth Partners, and Senior Vice President Dana Nightingale, CFA, CFP® have been named among Forbes and SHOOK Research's Top Women Wealth Advisors in the United…

March 3, 2025

Dollars & Sense | It’s Tax Time: Work with Your Advisor to Go Beyond Gathering Documents to Prepare

Dollars & Sense Blog Series It’s Tax Time: Work with Your Advisor to Go Beyond Gathering Documents to Prepare By Brian Brady, CFP® Vice President, Wealth Advisory and Communications As…

February 20, 2025

Obermeyer Wealth News | Winter 2025

Marketpoint: Broadening Markets, Changing Policies 2025 As we close the books on 2024, we reflect on a year marked by remarkable market resilience, technological advancement, and economic strength. The MSCI…

January 8, 2025

Quarterly Market Update Winter 2025 - Obermeyer Wealth

Video: Obermeyer Wood Quarterly Investment Outlook | Winter 2025

In our latest quarterly investment outlook video, Ali Phillips, President and Partner, reflects on our firm's milestone year in 2024 and introduces Adam Savin, Vice President of Investments and Partner,…

January 8, 2025

Financial Advisor 100 - Obermeyer Wealth

Obermeyer Wood Recognized by CNBC, Phillips Featured on CNBC’s “Closing Bell”

For the second year in a row, Obermeyer Wood has earned a place on CNBC’s esteemed Financial Advisor 100 ranking, coming in as the 23rd-ranked independent advisory firm in the…

October 24, 2024

Obermeyer Wood News | Fall 2024

Obermeyer Wood News | Fall 2024 Marketpoint: Volatility, Resilience, and a Fed in Easing Mode As we reflect on the third quarter of 2024, we recognize the uncertainty many of…

October 8, 2024

Quarterly Investment Outlook - Obermeyer Wealth

Video: Obermeyer Wood Quarterly Investment Outlook – Fall 2024

In our latest quarterly investment outlook video, Ali Phillips, President and Partner, shares our firm's updated perspective heading into the fourth quarter of 2024. We remain cautiously optimistic about the…

October 3, 2024

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