News
Quarterly Client Letter – Q3 2018
Dear O’Brien Wealth Partners Investor, The third quarter marked the ten year anniversary of the Lehman Brother’s bankruptcy at the apex of the great financial crisis of 2008. As we continue to experience market growth, albeit more muted, it serves as a humbling reminder that ten short years ago many investors fled the markets as
When Should I Start Taking Social Security?
Check out Jill’s advice for Social Security published in the Boston Globe!
Achieving the Elusive Balance of Career, Family and Self
Published on Thrive Global: CEO/Single Mom Jill Fopiano Shares Her Secrets for Success
Currents Summer 2018
In this issue of Currents you will read two articles devoted to issues around estate planning and protecting yourself and your loved ones.
Quarterly Client Letter – Q2 2018
During the second quarter the threat of tariffs and a potential “trade war” stole center stage while simultaneously throwing cold water on an economy heated by the new tax bill and increased government spending.
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.