News
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.
Wall Street takes Trump’s COVID news in stride as investors assess impact on election, economy
Wall Street learned early Friday morning that President Trump and the first lady have tested positive for COVID-19. CEO of O’Brien Wealth Partners, Jill Fopiano, shares her viewpoint on its effect on the economy and markets in this article by Larry Edelman.
Why ‘markets have been resilient’ so far and how this week’s news could affect that, according to experts
Jill Fopiano shares her views on the next stimulus bill and the market rally in this article by Nancy Mann Jackson for grow.acorns.com.
Quarterly Client Letter – Q2 2020
It has been a tough year so far. Despite the S&P 500 experiencing its best quarter of performance in over 20 years, stocks are still down for the year and there is still a lot of unease in investors’ minds. Moreover, that unease now comes from sources beyond the still-to-be-resolved coronavirus outbreak. For one, the recovery in financial markets has vastly outpaced the recovery in the economy and labor markets. Social unrest, and reactions to that unrest, are rising as well.
Diagnosing The Health Of Your Portfolio During This Period of Uncertainty
In addition to our personal health, the current state of the world has drawn our financial health to center stage. Prior to the current recession, we experienced the longest bull market in history. During such times, it’s easy to adopt the “if it ain’t broke, don’t fix it” approach, but that shouldn’t apply to your financial life.
Lis Zimmerman, Senior Advisor and Director of Financial Planning, talks about financial health and aligning your portfolio with your goals and life plan.
