Currents Spring 2019

  • April 18, 2019
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O'Brien Wealth Partners Currents Winter 2017

A NOTE FROM JILL

While the New Year is off to a benevolent start, in sharp contrast with December’s extreme volatility, we remain watchful of the uncertainties that caused the market dip in the 4th quarter of 2018. Some of the events contributing to the market highs and lows have seen progress towards resolution, while others remain variable with a potentially profound impact to markets and market sentiment.  Given the exacerbating impact of sentiment on market movements, we remain guarded in our outlook for stocks for 2019 despite their healthy rebound virtually across the board.

While it is impossible to predict the end of a market cycle or a correction with certainty, over the past year and a half we have been taking steps to position portfolios for increased volatility. At the same time, it is important that each of our clients understands the risks inherent in the equity markets and are comfortable that their target allocation to stocks is appropriate given their investment horizon, risk tolerance, and individual goals. Market volatility, while uncomfortable to many, also presents opportunity. We have taken this opportunity to introduce more active management into our portfolios in areas of the investment space where they have the potential to add value particularly in turbulent markets: emerging markets and smaller company stocks. You can read more about the diligent process we follow in selecting managers in “The Science and Art of Creating Your Investment Portfolio” on page 3 of this newsletter.

A solid financial plan, an appropriate investment allocation and high quality investments are the cornerstones of a successful investment strategy. Equally important is the discipline to stay invested through market cycles. While it may not always be comfortable, time has shown that staying the course is the best way for you to meet your long term goals. We are here to help you accomplish those goals in any way we can.

Jill Fopiano
President

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O'Brien Wealth Partners Currents Winter 2017
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