News
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.
Inflation’s at a 40-year-high, and the future is uncertain
Seemingly unending inflation is rippling through the American economy and hurting households already struggling with the sky-high costs of groceries, gas, and other essentials. In this Boston Globe article by Diti Kohli, Austin Litvak, Director of Investment Research at O’Brien Wealth Partners, and other experts explain what’s going on and discuss where we go from here.
FOMC Meeting: 50, 75 Or 100-Basis-Point Rate Hike?
After selling off on the news of higher-than-expected inflation last week, Wall Street will be looking for clues this week to figure out how aggressive the Federal Open Market Committee (FOMC) will be in its efforts to bring the old villain under control. In this International Business Times article by Panos Mourdoukoutas, Austin Litvak, Director of Investment Research at O’Brien Wealth Partners, and other experts speculate how much they think the FOMC will raise its key Fed Funds rate.
Roth IRA Conversion – Is It Right for You?
A Roth IRA is one of the best retirement accounts around – and for good reason. In this article by Harlan Vaughn of NextAdvisor, Jill Fopiano, President & CEO of O’Brien Wealth Partners, and other experts explain the basics of Roth IRAs and share when a conversion might make sense for you.
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.