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.
It’s a good time to jump on those 5 percent savings rates
You’ve probably seen a lot of ads recently for bank CD’s yielding 4 to 5 percent. In this Boston Globe article by Larry Edelman, Jill Fopiano, CEO and president of O’Brien Wealth Partners gives some popular, and straightforward, interest-bearing options for getting more bang from your bucks.
If You Can Pay All Cash for a Home, Should You?
From tax implications to investment opportunities, there’s a lot to consider when debating between paying all cash and taking out a mortgage. In this AOL article by Brittany Anas, Jill Fopiano, CEO and president of O’Brien Wealth Partners, and others provide insight on how you can navigate this decision.
Debt Can Keep You Up at Night or Help You Sleep
Older adults’ indebtedness is rising, and more debt is associated with poor health. But the effect depends partly on what kind of debt it is. In this Next Avenue article by Bev O’Shea, Jill Fopiano, CEO and president of O’Brien Wealth Partners, and others share their thoughts on this connection and tips to help you minimize debt anxiety.
Currents Winter 2022
In this issue of Currents, we discuss tax loss harvesting, ESG performance, rising interest rates, and more news from your O’Brien team!
Here’s How to Maximize Your Wealth Over the Next Decade
Investors accustomed to blockbuster returns faced a reckoning this year, as the great bull market ended with high inflation, soaring interest rates, and fears of a recession. In this Barron’s article by Elizabeth O’Brien, Jill Fopiano, CEO and president of O’Brien Wealth Partners, and others share strategies that could help you over the next decade.
Snowball vs. avalanche: Which is the best way to pay off debt?
When you’re faced with a massive debt balance, the journey ahead can seem daunting. But choosing the right repayment strategy is key to effectively chipping away at your debt over time. In this Fortune article by Ivana Pino, Jill Fopiano, President and CEO of O’Brien Wealth Partners and others give insight on different methods to reduce debt.
Quarterly Client Letter – Q3 2022
The third quarter of 2022 has passed and the frustration for investors has continued, with every major asset class declining again – and stocks and bonds down for a third consecutive quarter.
America’s Favorite Meal Just Got a Major Price Hike
Inflation is coming and it’s affecting the quintessential American meal. In this MoneyGeek article by Rachel Newcomb, Jill Fopiano, President and CEO of O’Brien Wealth Partners, and others share their thoughts on recent inflation and how it affects America’s favorite meal across the country.