News

5 Improvements Physicians Can Make To Their Financial Portfolios

See what Lis Zimmerman, CFP, CASL, CRPC, of O’Brien Wealth Partners has to say about physicians and their portfolios in this article from MDLinx.

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Go ahead, spend your stimulus money. That’s what it’s for

But if you need to hang on to the cash, there’s no shame in doing that, says Jill Fopiano, CEO of O’Brien Wealth Partners, in this article by Andy Rosen for The Boston Globe.

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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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