News
Cross Items Off Your Back To School List With These Tips
Need some help with that back to school budget? Check out Jill’s latest tips on NerdWallet.
How To Talk Retirement With Your Spouse
Having trouble starting the conversation about retirement with your spouse? Check out Jill’s latest article published on Forbes.
Quarterly Client Letter – Q1 2018
The market engaged in a lock step game of tug-of-war between the bulls and the bears in the first quarter as two powerful, diametrically opposed forces competed for supremacy.
Sustainable Investing: Doing Well and Doing Good
We believe in nurturing the kind of financial wellbeing that promotes a more fulfilling life as a whole. That’s where sustainable investing comes in and why we have created our sustainable portfolio.
Currents Winter 2018
Retirement is not an ending but an opportunity for new beginnings. It provides a chance to explore what truly matters and the time to pursue the interests and activities that answer this question. Whether it is family, friends, leisure, a second career or giving back, your flame should burn brighter than ever as you enjoy that rare intersection of time, health and money.
How to Retire Happy and Comfortably – Business Insider
See what Jill had to say at Business Insider on how to plan for a happy retirement!
Quarterly Client Letter – Q4 2017
Unequivocally, 2017 was a year of high uncertainty filled with volatile headlines. Daily breaking geopolitical news stories, nuclear saber rattling with North Korea and months of coverage of natural disasters contributed to the impression of a world on edge. In stark contrast, Wall Street largely shrugged off the news as markets were among the least volatile on record.
MarketWatch Series
Jill Fopiano talks to MarketWatch about retirement gifts that make a difference.
Currents Fall 2017
In this issue of Currents, we’re sharing some exciting news about the O’Brien Wealth Partners team, providing questions you should ask before retiring & more!
