News
Currents Summer 2022
In our Summer 2022 issue of Currents, we discuss long-term care plans, capital gains, slowing US population growth, and the social aspect of ESG investing.
Nowhere to Hide: This Market Correction Feels Different
This year, stocks, bonds, and even crypto have been falling at the same time. In this Boston Globe article, columnist Larry Edelman spoke with three market experts, including O’Brien Wealth Partners’ Director of Investment Research, Austin Litvak, to see if this time is different enough to warrant a strategy shift.
Quarterly Client Letter – Q1 2022
The past several months have seen a volatile pullback in most asset markets, largely driven by the Federal Reserve (Fed) tightening cycle and the war in Ukraine. The war in Ukraine has been a humanitarian catastrophe, and we continue to wish for the safety and peace for everyone that has been impacted. But probably the biggest contributor to market volatility has been the ambiguity around the outlook for the Fed.
Women Invest Less Than Men. Here’s How to Fix That
Women are underrepresented in investing, both professionally and as general consumers. In this Business Insider article by Aly J. Yale, Jill Fopiano, President and CEO of O’Brien Wealth Partners, and other experts highlight 4 ways women can close the gap and work toward equality.
Apple’s Wall Street Rally — Will It Last?
In this International Business Times article by Panos Mourdoukoutas, Austin Litvak, Director of Investment Research at O’Brien Wealth Partners, and other experts discuss the Fed, tech earnings reports, and whether the recent market rally can last.
Quarterly Client Letter – Q4 2021
As we look back at the year 2021, we were pleasantly surprised by the progress that occurred – even though it didn’t always feel like we were moving forward in the moment. Over nine billion COVID vaccinations were administered globally. Sales of zero-emission vehicles surpassed sales of diesel vehicles for the first time in Europe. NASA’s Perseverance rover was able to make oxygen on Mars. Juneteenth became a federal holiday. Tom Brady won a record seventh Super Bowl. And global stocks posted their third consecutive year of double-digit gains – the first time that has happened since the mid-2000s.
7 Easy Ways Every Boomer Can Catch Up on Retirement Savings
For anyone who’s been kicking the retirement can down the road for a while, starting to plan now can help ensure a financially secure future. Fortunately, there are plenty of options out there. To help navigate the sometimes-complicated road to retirement, GOBankingRates author Christian Long spoke with several financial experts, including O’Brien Wealth Partner’s President and CEO, Jill Fopiano, about what Baby Boomers can – and should – be doing to plan for their futures.
The Best Investments for Beginners in 2022
Is your goal for the new year to start investing but you’re not sure where to start? In this article by Harlan Vaughn of NextAdvisor, Jill Fopiano, President & CEO of O’Brien Wealth Partners, and other experts share a few popular investment options for beginners and explain why the best strategies are often the simplest.
Currents Fall 2021
In this issue of Currents, we discuss ESG investing, talking to your children about money, why to invest in the emerging markets, and more!
