News
Meet The Female Leaders of Finance “Know Your Value” with Jill Fopiano and Tyler Gallagher
Meet the female leaders of finance and learn more about Jill Fopiano, President & CEO of O’Brien Wealth Partners. Read more in this article by Tyler Gallagher.
How to Save for Sabbaticals
Millennials Love Sabbaticals — Here’s How to Save for Yours Forbes Learn more about how you can save for your sabbatical in this article by Kelly Anne Smith.
Fed Can’t Agree on How to Keep Economy Humming
The economy is in great shape with a strong job market but the Federal Reserve can’t agree on a way to keep it that way. Read what Cindy Kuppens, a senior adviser at O’Brien Wealth Partners, has to say about it in this article by Larry Edelman.
Financial infidelity: Why We Lie About Money and How to Solve the Problem
At its most basic level, financial infidelity is an outright lie about money or spending, but in terms of how toxic these things can be to a relationship, Jill Fopiano, CEO of O’Brien Wealth Partners and certified financial planner, says you have to look at the intent. Is it malicious? Read more in this article by Jean Chatz.
Financial Infidelity and Abuse
Jill talks about how to recognize and handle financial infidelity and offers strategies for financial strength and self-sufficiency in this article published on Thrive Global.
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!
Quarterly Client Letter – Q2 2019
Dear O’Brien Wealth Partners Investor, As we enter the second half of 2019 the same political uncertainties that have been haunting the market since mid-2018 continue to cast a shadow over business and investor confidence. A U.S. economic recession appears unlikely in the near term; however, business investment is slowing and global growth is showing
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.
Quarterly Client Letter – Q1 2019
Dear O’Brien Wealth Partners Investor, The first quarter of 2019 certainly showed us a more benevolent side of the market than we experienced in the fourth quarter of 2018, with almost all risk assets showing positive returns for the quarter. As we mentioned in our last quarterly letter, while over the long run a stock
