News
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!
A Note From Jill
Jill Fopiano shares thoughts on balancing living in the present versus saving for the future.
Quarterly Client Letter – Q3 2017
The third quarter was a stormy one everywhere but the financial markets. Hurricanes Harvey, Irma, Jose and Maria dominated the news, flooded much of Houston and southwestern Florida and devastated the Caribbean. While these events are critically important to humankind and those individually impacted, the markets seemingly shrugged them off and continued to move higher.
Top Financial Advisers 2017
We are thrilled to share that for the second year in a row, The Financial Times has named O’Brien Wealth Partners one of the 300 Top Registered Investment Advisers (RIAs) in 2017. The list recognizes top independent RIA firms from across the U.S.
Currents Summer 2017 Newsletter
One of our most deeply held core values at O’Brien is transparency. Our commitment to transparency drives us to present a clear picture of the investments we hold, and honest and timely interpretation of the performance of those investments.
Quarterly Client Letter – Q2 2017
This bull isn’t ready to slow down quite yet! Many of our clients are experiencing “bull market fatigue”; the longer the markets go up, the more nervous they become as they wait for the next downturn.
Women and the Money Taboo
Whatever the reasons for avoiding the subject – discomfort, embarrassment, awkwardness, shame, fear of being impolite – the fact is that women tend to avoid talking about money with others. Women need to talk about money for themselves, and for their sisters, daughters, nieces, and friends. Here’s why, and how you can start the conversation today.
