News
How to Redesign Your Office for the New World of Work
The pandemic altered work life for millions, and it’s changing how employers envision the office. In this Inc. article by Sarah Lynch, Jill Fopiano, CEO and president of O’Brien Wealth Partners, and others discuss how employers are viewing the changing workplace.
What the Fed’s Inflation Fight Means for Investors, Home Buyers, and Savers
For nearly two years, the Federal Reserve has been aggressively fighting inflation. Whether you’re a borrower, saver or investor, that fight continues to have an impact on your money. In this Wall Street Journal article by Tanza Loudenback, Jill Fopiano, CEO and president of O’Brien Wealth Partners, and others give insight on how rising rates could impact you.
Quarterly Client Letter – Q3 2023
After a solid start to the year, investors have taken a step back from asset markets since August, resulting in the first down quarter for both stocks and bonds since 3Q 2022. The main culprit behind this market pullback appears to be a relatively staid corner of the investment universe: U.S. treasures.
How to Retire at 65 With $2 Million
For many savers, having $2 million stashed for retirement would make them feel light years ahead of where most Americans stand with their long-term savings. But if you don’t manage that $2 million correctly, you risk running out of cash during your golden years. In this U.S. News article by Brian O’Connell, Jill Fopiano, CEO and president of O’Brien Wealth Partners, and others share strategies to optimize your retirement savings.
Quarterly Client Letter – Q2 2023
For much of last year the market was in a deep funk, seeing only headwinds from Federal Reserve tightening and what must surely be recessionary storm clouds blowing in fast. During the depths of this malaise, the market was down -25%. But since those depths, the Fed has slowed its pace of tightening and as a result, the valuation of our stocks has surged over 25%.
Quarterly Client Letter – Q1 2023
The more things change, the more they stay the same. Although we began the quarter on a positive footing, our outlook is not without a cautionary note.
Quarterly Client Letter – Q4 2022
After three quarters of declines, markets rallied into year-end on the back of slowing inflation and a deceleration in the pace of Federal Reserve interest hikes. 2022 was a challenging year to be an investor.
4 ways to earn more interest on your savings
Inflation is still high, and with prices up on nearly everything, we could all use a little more cash in the bank. In this MSN article by Aly Yale, Jill Fopiano, CEO and president of O’Brien Wealth Partners, and others share four ways you could be earning more interest on your savings.
