News

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.

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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. 

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Holiday Budget Tips for the 2020 Season with Jill Fopiano

Jill Fopiano, President & CEO of O’Brien Wealth Partners is featured on NECN TV!

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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.

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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.

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How to Make Your Retirement Investments Reflect Your Values

To ensure your retirement investments are supporting activities that reflect your values, you need to do your research.  CEO Jill Fopiano shares her thoughts in this Forbes article.

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Why Wall Street has bounced back and Main Street hasn’t

CEO Jill Fopiano shares her thoughts about how clients are sticking with their investment plans even if they don’t feel great about the world right now in this article by Larry Edelman and Shirley Leung for The Boston Globe.

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Does the 4% Withdrawal Rule Still Apply?

“We have never felt that the standard 4% withdrawal rule was particularly relevant,” says Jill Fopiano, president and CEO at O’Brien Wealth Partners in Boston.

“Each person’s situation is unique in terms of their assets, income and expenses, never mind their life expectancy and goals,” she says. “Layer different market environments on top of this, and it’s overly simplistic to calculate one percentage that applies to everyone. You’re far better off having a cash flow plan that factors in your own specific information.”

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Here’s what to know about tapping your retirement savings if you lose your job due to coronavirus

“While it is usually best not to touch your retirement funds, the pandemic and its impact on jobs and the economy have really hurt some who don’t have a sufficient rainy day fund,” Jill Fopiano, CEO of Boston-based O’Brien Wealth Partners, tells CNBC Make It. “The current situation might justify tapping retirement savings as a last resort.”

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