News

O'Brien Wealth Partners Women & Money Services

MarketWatch Series

Jill Fopiano talks to MarketWatch about retirement gifts that make a difference.

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O'Brien Wealth Partners Currents Logo

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!

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O'Brien Wealth Partners Women & Money Services

A Note From Jill

Jill Fopiano shares thoughts on balancing living in the present versus saving for the future.

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O'Brien Wealth Partners Q3 Client Letter

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.

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Financial Times Top Registered Investment Advisers 2017

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.

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O'Brien Wealth Partners Currents Logo

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.

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O'Brien Wealth Partners Q2 Client Letter

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.

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O'Brien Wealth Partners Women & Money Services

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.

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O'Brien Wealth Partners Q1 Client Letter

Quarterly Client Letter – Q1 2017

The stock market rally, seemingly sparked by the U.S. presidential elections, continued its momentum in early 2017. Both U.S. and international equities delivered positive performance for the first quarter.

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