News
Quarterly Client Letter – Q3 2019
Dear O’Brien Wealth Partners Investor, “The more things change, the more they stay the same.” -French novelist and critic Jean-Baptiste Alphonse Karr Some literary scholars say that the figurative meaning of this phrase is that turbulent times do not affect reality on a deeper level other than to cement the status quo. Others more simply
When Life Changes, Your Finances Often Change, Too
No matter what life change you’re going through – marriage, pregnancy, divorce, widowhood, or remarriage – your finances often change as your life changes. In this article for Thrive Global, Jill Fopiano (President and CEO of O’Brien Wealth Partners) shares how you can take care of your finances and what steps you can take.
What is Financial Literacy? And Why Should You Care?
Many Americans are illiterate when it comes to their finances and it’s time to change this. Jill Fopiano, CEO of O’Brien Wealth Partners explains why you should care about financial literacy in this article by Susan Shain for Chime Bank.
Wall Street Would Rather You Didn’t Bring Your Pets to Work
Wall Street Would Rather You Didn’t Bring Your Pets to Work New York Post As pets in the office become increasingly popular among millennial companies, Jill Fopiano, CEO of O’Brien Wealth Partners shares why you might want to leave Fido at home. Read the full article by John Aidan Byrne.
Old-Money Managers Adjust to New-Money Industries
There have been several changes within the Boston wealth-management sector over the last few decades and President & CEO of O’Brien Wealth Partners, Jill Fopiano, talks more about women in finance. Read this article by Jay Fitzgerald.
Meet The Female Leaders of Finance “Know Your Value” with Jill Fopiano and Tyler Gallagher
Meet the female leaders of finance and learn more about Jill Fopiano, President & CEO of O’Brien Wealth Partners. Read more in this article by Tyler Gallagher.
How to Save for Sabbaticals
Millennials Love Sabbaticals — Here’s How to Save for Yours Forbes Learn more about how you can save for your sabbatical in this article by Kelly Anne Smith.
Fed Can’t Agree on How to Keep Economy Humming
The economy is in great shape with a strong job market but the Federal Reserve can’t agree on a way to keep it that way. Read what Cindy Kuppens, a senior adviser at O’Brien Wealth Partners, has to say about it in this article by Larry Edelman.
Financial infidelity: Why We Lie About Money and How to Solve the Problem
At its most basic level, financial infidelity is an outright lie about money or spending, but in terms of how toxic these things can be to a relationship, Jill Fopiano, CEO of O’Brien Wealth Partners and certified financial planner, says you have to look at the intent. Is it malicious? Read more in this article by Jean Chatz.
