News

Time to Consider High-Quality Bonds

After a year and a half of rapid tightening by the Federal Reserve (Fed), U.S. inflation has cooled to a pace that is roughly in line with their target. This cooldown allowed the Fed to announce at their January meeting that they no longer anticipate needing to raise interest rates further and could begin to cut rates in 2024. Now might be the time to consider high-quality bonds.

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O'Brien Wealth Partners Q4 Client Letter

Quarterly Client Letter – Q4 2023

The holiday season proved to be a cheerful time to be an investor. Persistently softer inflation, coupled with a shift in stance by the Federal Reserve (Fed) to an easing bias for 2024, led to a sharp rally in both stocks and bonds during the final two months of the year.

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This is when the Fed could cut interest rates (and what savers should do before then)

The economy has stabilized over the last six months and the Fed has left interest rates unchanged since the summer. In this CBS New article by Jessica Walrack, Jill Fopiano, CEO and president of O’Brien Wealth Partners, and others discuss what savers could do with rates drops likely in 2024.

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How to Redesign Your Office for the New World of Work

The pandemic altered work life for millions, and it’s changing how employers envision the office. In this Inc. article by Sarah Lynch, Jill Fopiano, CEO and president of O’Brien Wealth Partners, and others discuss how employers are viewing the changing workplace.

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What the Fed’s Inflation Fight Means for Investors, Home Buyers, and Savers

For nearly two years, the Federal Reserve has been aggressively fighting inflation. Whether you’re a borrower, saver or investor, that fight continues to have an impact on your money. In this Wall Street Journal article by Tanza Loudenback, Jill Fopiano, CEO and president of O’Brien Wealth Partners, and others give insight on how rising rates could impact you.

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O'Brien Wealth Partners Q3 Client Letter

Quarterly Client Letter – Q3 2023

After a solid start to the year, investors have taken a step back from asset markets since August, resulting in the first down quarter for both stocks and bonds since 3Q 2022. The main culprit behind this market pullback appears to be a relatively staid corner of the investment universe: U.S. treasures.

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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.

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O'Brien Wealth Partners Q2 Client Letter

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%.

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