News

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Currents Fall 2019

In this issue of Currents, we discuss the difference between ETFs and Mutual Funds, discuss risk tolerance and asset allocation, widows and money, why we use the MSCI ACWI as our benchmark and more!

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Currents Spring 2019

In this issue of Currents you will find articles on Annuity Options and 1035 Exchanges, Capital Gains and Losses, Saving on Taxes with Charitable Contributions and RMDs and the Science and Art Behind Creating Your Investment Portfolio.

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Currents Fall 2018

This issue of Currents contains an article on the history of market pullbacks, which will provide perspective on the current increased market volatility and the inevitable market corrections of the future. It also features an article on the ways in which the managers of our Sustainable Portfolio are making the world a better place by impacting the environmental, social and governmental practices of the companies in which they invest.

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Currents Summer 2018

In this issue of Currents you will read two articles devoted to issues around estate planning and protecting yourself and your loved ones.

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Currents Winter 2018

Retirement is not an ending but an opportunity for new beginnings. It provides a chance to explore what truly matters and the time to pursue the interests and activities that answer this question. Whether it is family, friends, leisure, a second career or giving back, your flame should burn brighter than ever as you enjoy that rare intersection of time, health and money.

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Currents Fall 2017

In this issue of Currents, we’re sharing some exciting news about the O’Brien Wealth Partners team, providing questions you should ask before retiring & more!

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Currents Summer 2017 Newsletter

One of our most deeply held core values at O’Brien is transparency. Our commitment to transparency drives us to present a clear picture of the investments we hold, and honest and timely interpretation of the performance of those investments.

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Currents Winter 2017 Newsletter

Whether the animal spirits are spiraling upward or downward, we believe that a sound plan, a steady course, a smart strategy and high-quality, diverse investments will serve you best in meeting your goals.

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