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SEO Abuse on the Rise
Recently, we have noticed scammers have started using more sophisticated methods to convince user that they are legitimate. These are ways to detect these scams and avoid falling into their traps.
5 Tips for Retirees Without Multiple Retirement Accounts
Different retirement accounts come with different rules and different tax treatment. In this GOBankingRates article by G. Brian Davis, Jill Fopiano, CEO and president of O’Brien Wealth Partners, and others discuss how different account types can provide you more flexibility before and in retirement.
Quarterly Client Letter – Q2 2024
The second quarter of 2024 marked the third quarter in a row – and six of the last seven – of positive returns for investors. As long-term investors, we believe that maximizing time in the market is essential to helping individuals successfully achieve their financial goals. To that end, we must be comfortable with the volatility of performance – particularly in challenging markets.
Turning the Fed’s Inflation Rubik’s Cube on its Head
Last week’s U.S. inflation report was highlighted by yet another modest slowdown in inflation. Stock markets reacted well to the inflation data, breaking out to new all-time highs. Yet consumer confidence – which historically tends to track closely with stock market performance – remains subdued versus its pre-COVID peak.
Soft Saving and How It Could Impact Savings and Retirement
Soft saving may offer immediate gratification and align with personal values, but it presents its own unique set of challenges. In this Bankrate article by Sheiresa McCrae Ngo, Tim Pilczak, senior advisor at O’Brien Wealth Partners, and others discuss soft savings and the potential impact it could have on your retirement.
Quarterly Client Letter – Q1 2024
Last year’s holiday season cheer continued into the first quarter of 2024 for investors, as global stocks surged 8% to close out the quarter at a new all-time high.
Interest Rates Should Not Drive How Much Cash You Hold
The highest interest rate in decades has led many investors to wonder how to best take advantage of the new-found yield from holding cash and cash-like investments. While cash plays an important role in your financial plan, the level of interest rates should not be the driving force behind how much you hold.
Time to Consider High-Quality Bonds
After a year and a half of rapid tightening by the Federal Reserve (Fed), U.S. inflation has cooled to a pace that is roughly in line with their target. This cooldown allowed the Fed to announce at their January meeting that they no longer anticipate needing to raise interest rates further and could begin to cut rates in 2024. Now might be the time to consider high-quality bonds.
Quarterly Client Letter – Q4 2023
The holiday season proved to be a cheerful time to be an investor. Persistently softer inflation, coupled with a shift in stance by the Federal Reserve (Fed) to an easing bias for 2024, led to a sharp rally in both stocks and bonds during the final two months of the year.