News
Debt Can Keep You Up at Night or Help You Sleep
Older adults’ indebtedness is rising, and more debt is associated with poor health. But the effect depends partly on what kind of debt it is. In this Next Avenue article by Bev O’Shea, Jill Fopiano, CEO and president of O’Brien Wealth Partners, and others share their thoughts on this connection and tips to help you minimize debt anxiety.
Currents Winter 2022
In this issue of Currents, we discuss tax loss harvesting, ESG performance, rising interest rates, and more news from your O’Brien team!
Here’s How to Maximize Your Wealth Over the Next Decade
Investors accustomed to blockbuster returns faced a reckoning this year, as the great bull market ended with high inflation, soaring interest rates, and fears of a recession. In this Barron’s article by Elizabeth O’Brien, Jill Fopiano, CEO and president of O’Brien Wealth Partners, and others share strategies that could help you over the next decade.
Snowball vs. avalanche: Which is the best way to pay off debt?
When you’re faced with a massive debt balance, the journey ahead can seem daunting. But choosing the right repayment strategy is key to effectively chipping away at your debt over time. In this Fortune article by Ivana Pino, Jill Fopiano, President and CEO of O’Brien Wealth Partners and others give insight on different methods to reduce debt.
Quarterly Client Letter – Q3 2022
The third quarter of 2022 has passed and the frustration for investors has continued, with every major asset class declining again – and stocks and bonds down for a third consecutive quarter.
America’s Favorite Meal Just Got a Major Price Hike
Inflation is coming and it’s affecting the quintessential American meal. In this MoneyGeek article by Rachel Newcomb, Jill Fopiano, President and CEO of O’Brien Wealth Partners, and others share their thoughts on recent inflation and how it affects America’s favorite meal across the country.
This is my fifth bear market. We’ll get through it.
Stock prices are down but perspective is important and so is planning. In this Boston Globe article by Larry Edelman, Austin Litvak, Director of Investment Research at O’Brien Wealth Partners, and other experts share their insights on navigating this market.
What the Fed’s Expected Rate Hike Means for Your Money
Whether you’re a borrower, saver or investor, the Fed’s move could have an impact on your money. In this Wall Street Journal article by Tanza Loudenback, Jill Fopiano, President and CEO of O’Brien Wealth Partners, and others give insight on how you can take advantage as interest rates increase.
12 Best Investments for Any Age or Income
Your investment options go far beyond just stocks. In this NerdWallet article by Chris Davis and Dayana Yochim, Austin Litvak, Director of Investment Research at O’Brien Wealth Partners, and other experts share the what, why, when and how of choosing the best investments for you.
