News
5 Improvements Physicians Can Make To Their Financial Portfolios
See what Lis Zimmerman, CFP, CASL, CRPC, of O’Brien Wealth Partners has to say about physicians and their portfolios in this article from MDLinx.
Go ahead, spend your stimulus money. That’s what it’s for
But if you need to hang on to the cash, there’s no shame in doing that, says Jill Fopiano, CEO of O’Brien Wealth Partners, in this article by Andy Rosen for The Boston Globe.
When Life gives you corona we bring limes
Farther apart yet closer than ever…
Jill Fopiano, President & CEO at O’Brien Wealth Partners, reflects on work and life since March 13, 2020.
What to Do When One Spouse Spends Too Much in Retirement
“It’s very important for couples to understand each other’s money type and respect [it],” says Jill Fopiano, President & CEO of O’Brien Wealth Partners in this Kiplinger article.
A real life Robinhood story (one that might not end well)
Some DIY day-traders are making money at the hands of the rich. Should you be worried?
Jill Fopiano shares her thoughts in this article by Larry Edelman.
Quarterly Client Letter – Q4 2020
What a whirlwind the past 12 months have been! This time a year ago the coronavirus was just a pneumonia-like health scare in Wuhan, China. There was only one confirmed death from the virus globally . President Trump was yet to face his first impeachment trial and was experiencing his high-water job approval mark of roughly 50%. Former Vice President Biden was still one of a dozen candidates for the Democratic nomination. The economy was humming along with the unemployment rate at a mere 3.5% — the lowest rate since the 1960s.
Holiday Budget Tips for the 2020 Season with Jill Fopiano
Jill Fopiano, President & CEO of O’Brien Wealth Partners is featured on NECN TV!
Can You Invest for Profit and Purpose?
Many of our clients actively seek to make a difference in the causes they believe in through volunteering and charitable donations. In recent months, a growing number of O’Brien clients have asked how they can use their assets to effect change through investing.
Quarterly Client Letter – Q3 2020
The whirlwind that is 2020 shows no sign of abating as we enter the final quarter of the year. Yet, despite significant uncertainty – and the market pullback in September – the markets delivered another period of strong performance during the third quarter with global stocks up 8%, the S&P 500 up 9% and bonds rising slightly as well. Since the market bottom in March, the S&P 500 has now risen almost 50%, global stocks almost 45% and the U.S. Aggregate Bond Index almost 7%. Stock markets are now positive for the year.
