News
How to Retire at 65 With $2 Million
For many savers, having $2 million stashed for retirement would make them feel light years ahead of where most Americans stand with their long-term savings. But if you don’t manage that $2 million correctly, you risk running out of cash during your golden years. In this U.S. News article by Brian O’Connell, Jill Fopiano, CEO and president of O’Brien Wealth Partners, and others share strategies to optimize your retirement savings.
Quarterly Client Letter – Q2 2023
For much of last year the market was in a deep funk, seeing only headwinds from Federal Reserve tightening and what must surely be recessionary storm clouds blowing in fast. During the depths of this malaise, the market was down -25%. But since those depths, the Fed has slowed its pace of tightening and as a result, the valuation of our stocks has surged over 25%.
Quarterly Client Letter – Q1 2023
The more things change, the more they stay the same. Although we began the quarter on a positive footing, our outlook is not without a cautionary note.
Quarterly Client Letter – Q4 2022
After three quarters of declines, markets rallied into year-end on the back of slowing inflation and a deceleration in the pace of Federal Reserve interest hikes. 2022 was a challenging year to be an investor.
4 ways to earn more interest on your savings
Inflation is still high, and with prices up on nearly everything, we could all use a little more cash in the bank. In this MSN article by Aly Yale, Jill Fopiano, CEO and president of O’Brien Wealth Partners, and others share four ways you could be earning more interest on your savings.
How Men and Women See Retirement Planning Differently
It’s no secret that men and women often approach things differently. Understanding key differences when planning for retirement and how overcoming them can make a positive difference in retirement planning. In this Seniority article by Sandra Beckwith, Jill Fopiano, CEO and president of O’Brien Wealth Partners and others provide their insight on retirement planning.
Thinking of freelancing? Ask yourself these 10 questions before you take the plunge
Are you thinking of going freelance? In this Stylist article by Louise Slyth, Jill Fopiano, CEO and president of O’Brien Wealth Partners, and others answer questions that you should think about before freelancing.
How to Invest With Little Money
Beginners and even those starting late in life can benefit from investing as soon as possible. In this USNews article by Kate Stalter, Jill Fopiano, CEO and president of O’Brien Wealth Partners and others share thoughts on how investors at various stages of life can get started investing.
