News

SUSTAINABLE INVESTING: DOING WELL AND DOING GOOD

We believe in nurturing the kind of financial wellbeing that promotes a more fulfilling life as a whole. That’s where sustainable investing comes in and why we have created our sustainable portfolio.

Read more

Currents Winter 2018

Retirement is not an ending but an opportunity for new beginnings. It provides a chance to explore what truly matters and the time to pursue the interests and activities that answer this question. Whether it is family, friends, leisure, a second career or giving back, your flame should burn brighter than ever as you enjoy that rare intersection of time, health and money.

Read more

How to retire happy and comfortably – Business Insider

See what Jill had to say at Business Insider on how to plan for a happy retirement!

Read more

Quarterly Client Letter – Q4 2017

Unequivocally, 2017 was a year of high uncertainty filled with volatile headlines. Daily breaking geopolitical news stories, nuclear saber rattling with North Korea and months of coverage of natural disasters contributed to the impression of a world on edge. In stark contrast, Wall Street largely shrugged off the news as markets were among the least volatile on record.

Read more

MarketWatch Series

Jill Fopiano talks to MarketWatch about retirement gifts that make a difference.

Read more

Currents Fall 2017

Please see our Fall 2017 Currents Newsletter!

Read more

A Note From Jill

Jill Fopiano shares thoughts on balancing living in the present versus saving for the future.

Read more

Quarterly Client Letter – Q3 2017

The third quarter was a stormy one everywhere but the financial markets. Hurricanes Harvey, Irma, Jose and Maria dominated the news, flooded much of Houston and southwestern Florida and devastated the Caribbean. While these events are critically important to humankind and those individually impacted, the markets seemingly shrugged them off and continued to move higher.

Read more

Top Financial Advisers 2017

We are thrilled to share that for the second year in a row, The Financial Times has named O’Brien Wealth Partners one of the 300 Top Registered Investment Advisers (RIAs) in 2017. The list recognizes top independent RIA firms from across the U.S.

Read more