News
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.
Planning for the Unexpected
While talking about illness and death is never enjoyable, discussing your wishes is important. You and your loved ones may also want to document your wishes. We have prepared a simple worksheet you can use to guide a discussion as well as record important financial information your caretakers will need should you become incapacitated or die.
Currents Winter 2017 Newsletter
Whether the animal spirits are spiraling upward or downward, we believe that a sound plan, a steady course, a smart strategy and high-quality, diverse investments will serve you best in meeting your goals.
Commentary from Jill
It is my pleasure to reach out to you as the President and CEO of O’Brien Management Wealth Partners LLC. I would like to share what I hope to accomplish with our team in 2017 and beyond as we build on an accomplished history and create our vibrant future.
