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Articles

We work to help our clients understand and navigate the complex world of finance. Many of these articles were first published in Cody Living Magazine and will give you a better idea of how we think outside the box.

Mutual Funds – Knowledge is Power

The mutual fund business is a massive business. At the end of the year 2016, there were 16.3 trillion dollars in US mutual funds. Retail investors (i.e., households) held the vast majority (89 percent) of the $16.3 trillion in US mutual fund assets. Although mutual...

Investment Philosophies and Processes

There are many different philosophies and processes used by professional money managers to construct and manage investment portfolios. One approach is to look at the big picture, such as the state of the economy, not just domestic, but international as well. This is...

Growth and Income Investing

Growth and Income style investing, as the name implies, is a combination of the two strategies of investing, both growth and income. While growth investing focuses on the growth of capital, Income investing focuses on producing current income for the investor. Growth...

Market Update – May 2019

Spring time has arrived in both the Rocky Mountains and the markets. Lately, we have been blessed with seeing green in the markets and in the valleys of Cody Country. Not a bad combination and not a bad place to be. Climbing a Wall of Worry This is an old Wall Street...

Market Update – March 2019

History This week marks ten years since the market hit its low point during the financial collapse in March of 2009. The Dow Jones Industrial Average hit 6443 on March 9, 2009. Since that time, the market, at least as measured by the DJIA, is up nearly 300% trading at...

ODWM Adds Jackson Hole Location

"As Fiduciaries, we take our job and our client’s wealth seriously. We are steadfastly committed to putting our client’s interests first. Our mission is to help our client establish then achieve their investment goals and objectives while providing them with...