News
Here’s How to Maximize Your Wealth Over the Next Decade
Investors accustomed to blockbuster returns faced a reckoning this year, as the great bull market ended with high inflation, soaring interest rates, and fears of a recession. In this Barron’s article by Elizabeth O’Brien, Jill Fopiano, CEO and president of O’Brien Wealth Partners, and others share strategies that could help you over the next decade.
Snowball vs. avalanche: Which is the best way to pay off debt?
When you’re faced with a massive debt balance, the journey ahead can seem daunting. But choosing the right repayment strategy is key to effectively chipping away at your debt over time. In this Fortune article by Ivana Pino, Jill Fopiano, President and CEO of O’Brien Wealth Partners and others give insight on different methods to reduce debt.
Quarterly Client Letter – Q3 2022
The third quarter of 2022 has passed and the frustration for investors has continued, with every major asset class declining again – and stocks and bonds down for a third consecutive quarter.
America’s Favorite Meal Just Got a Major Price Hike
Inflation is coming and it’s affecting the quintessential American meal. In this MoneyGeek article by Rachel Newcomb, Jill Fopiano, President and CEO of O’Brien Wealth Partners, and others share their thoughts on recent inflation and how it affects America’s favorite meal across the country.
This is my fifth bear market. We’ll get through it.
Stock prices are down but perspective is important and so is planning. In this Boston Globe article by Larry Edelman, Austin Litvak, Director of Investment Research at O’Brien Wealth Partners, and other experts share their insights on navigating this market.
What the Fed’s Expected Rate Hike Means for Your Money
Whether you’re a borrower, saver or investor, the Fed’s move could have an impact on your money. In this Wall Street Journal article by Tanza Loudenback, Jill Fopiano, President and CEO of O’Brien Wealth Partners, and others give insight on how you can take advantage as interest rates increase.
12 Best Investments for Any Age or Income
Your investment options go far beyond just stocks. In this NerdWallet article by Chris Davis and Dayana Yochim, Austin Litvak, Director of Investment Research at O’Brien Wealth Partners, and other experts share the what, why, when and how of choosing the best investments for you.
Quarterly Client Letter – Q2 2022
Following a phenomenal three-year run through the end of 2021, the performance of global markets has frustrated investors here in 2022. Many of the dynamics that have unfolded – such as stocks (and even bonds) retrenching ahead of a sharp shift in Federal Reserve (Fed) policy towards tightening – are not unprecedented. The magnitude, speed, and simultaneity, of those retrenchments, however, are much rarer.
How much do you need to save for retirement?
Most people have dreams of a relaxing retirement. Maybe it’s one spent golfing with friends, traveling the world or just living comfortably without having to work or tend to other unwanted tasks. But how much does it cost to achieve those goals? In this CBS MoneyWatch article by Aly Yale, Jill Fopiano, President and CEO of O’Brien Wealth Partners, and other experts share some basic information you should know.
