In choppy market, advisers tell investors in or near retirement to stand pat
Senior adviser Lis Zimmerman shares her thoughts in this article about retirees and concerns during volatile markets. Read more in the article by Robert Weisman for The Boston Globe.
Quarterly Client Letter – Q4 2019
Dear O’Brien Wealth Partners Investor, The holiday season brings with it time for reflection. As we pause to express our appreciation for our colleagues and our clients, and to gather with family and friends, we also take time to look back on what 2019 meant for financial markets and ponder what may come in 2020.
High Finance,Down-to-Earth: Jill Fopiano Focuses on What’s Personal
Get to know O’Brien Wealth Partners CEO, Jill Fopiano, in this piece by Carolyn Bick for The Business Journals.
What Happens After the Fed’s Rate Cut on Wednesday?
The Federal Reserve is lowering interest rates on Wednesday for the third time since August. What happens after this rate cut? CEO of O’Brien Wealth Partners, Jill Fopiano, gives a helpful tip for dealing with this change. Read more in the article by Larry Edelman for The Boston Globe.
Markets Are Betting That Good Things Come in Threes
Is three the magic number? In a recent article by Erik Sherman for www.fortune.com, O’Brien Wealth Partners CEO Jill Fopiano weighs in on rate cuts being made by the Federal Reserve.
It Takes Just 3 Minutes to Update This Important Financial Planning Document
Selecting your designated beneficiaries takes less than three minutes and is one of the most important financial decisions you will make. President & CEO of O’Brien Wealth Partners, Jill Fopiano, shares just how important it really is. Read the article by Anna-Louise Jackson for www.acorns.com.
Best Financial Practices for Busy Doctors
With years of education under their belt and busy schedules, it’s easy for doctors to overlook their financial health. In this article for www.medicaleconomics.com, Lis Zimmerman (Principal and Director of Financial Planning) discusses the best financial practices for doctors.