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Currents Spring 2021

In this version of Currents, we talk more about ESG and our mission to provide a Sustainable Portfolio, whether government debt still matters and reflect on the past year’s challenges.

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Currents Logo O'Brien Wealth Partners

Currents Fall 2020

In our Fall 2020 issue of Currents, we talk about ESG investing, the best financial practices for busy doctors and how record low interest rates impact portfolio diversification.

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O'Brien Wealth Partners Q1 Client Letter

Quarterly Client Letter – Q1 2021

Welcome to Day 385 of the 15 Day Plan to Flatten The Curve. If you are anything like us, you are looking forward to a bit more in-person human contact. As we look back at the first quarter of the year it almost feels a bit mundane when compared to the roller coaster ride that was 2020.

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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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O'Brien Wealth Partners Boston Location

When Life gives you corona we bring limes

Farther apart yet closer than ever…
Jill Fopiano, President & CEO at O’Brien Wealth Partners, reflects on work and life since March 13, 2020.

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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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O'Brien Wealth Partners Q4 Client Letter

Quarterly Client Letter – Q4 2020

What a whirlwind the past 12 months have been! This time a year ago the coronavirus was just a pneumonia-like health scare in Wuhan, China. There was only one confirmed death from the virus globally . President Trump was yet to face his first impeachment trial and was experiencing his high-water job approval mark of roughly 50%. Former Vice President Biden was still one of a dozen candidates for the Democratic nomination. The economy was humming along with the unemployment rate at a mere 3.5% — the lowest rate since the 1960s.

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