News
Quarterly Client Letter – Q4 2018
As we reflect back on 2018, we see it as a year of divergence in many respects. Most obviously, it marked the first year in many that the global stock markets almost universally delivered negative returns to investors. More subtly, this decline occurred despite the fact that economic fundamentals have not changed materially from 2017 and yet the experience for investors was much more somber this past year than last. This underscores the fact that we are long term investors for a reason.
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
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.
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.
Quarterly Client Letter – Q4 2017
Unequivocally, 2017 was a year of high uncertainty filled with volatile headlines. Daily breaking geopolitical news stories, nuclear saber rattling with North Korea and months of coverage of natural disasters contributed to the impression of a world on edge. In stark contrast, Wall Street largely shrugged off the news as markets were among the least volatile on record.
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.
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.
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.
