News

O'Brien Wealth Partners Q4 Client Letter

Quarterly Client Letter – Q4 2021

As we look back at the year 2021, we were pleasantly surprised by the progress that occurred – even though it didn’t always feel like we were moving forward in the moment. Over nine billion COVID vaccinations were administered globally. Sales of zero-emission vehicles surpassed sales of diesel vehicles for the first time in Europe. NASA’s Perseverance rover was able to make oxygen on Mars. Juneteenth became a federal holiday. Tom Brady won a record seventh Super Bowl. And global stocks posted their third consecutive year of double-digit gains – the first time that has happened since the mid-2000s.

Read more

7 Easy Ways Every Boomer Can Catch Up on Retirement Savings

For anyone who’s been kicking the retirement can down the road for a while, starting to plan now can help ensure a financially secure future. Fortunately, there are plenty of options out there. To help navigate the sometimes-complicated road to retirement, GOBankingRates author Christian Long spoke with several financial experts, including O’Brien Wealth Partner’s President and CEO, Jill Fopiano, about what Baby Boomers can – and should – be doing to plan for their futures.

Read more

The Best Investments for Beginners in 2022

Is your goal for the new year to start investing but you’re not sure where to start? In this article by Harlan Vaughn of NextAdvisor, Jill Fopiano, President & CEO of O’Brien Wealth Partners, and other experts share a few popular investment options for beginners and explain why the best strategies are often the simplest. 

Read more

O'Brien Wealth Partners Currents Logo

Currents Fall 2021

In this issue of Currents, we discuss ESG investing, talking to your children about money, why to invest in the emerging markets, and more!

Read more

How To Take the Stress Out of Holiday Spending

Although the holidays are a joyful time, they can also be a stressful time — especially from a financial standpoint. In a recent “Financially Saavy Female” column from GOBankingRates, author Gabrielle Olya chatted with Jill Fopiano, President and CEO of O’Brien Wealth Partners, and other experts about their best tips for taking the anxiety out of holiday spending. 

Read more

How to save money on Thanksgiving dinner

Thanksgiving food staples might be more expensive this year. Hear what Jill Fopiano, President & CEO of O’Brien Wealth Partners, and other experts have to say about minimizing costs in this article by Cortney Moore of Fox News.

Read more

O'Brien Wealth Partners Q3 Client Letter

Quarterly Client Letter – Q3 2021

After five consecutive quarters of gains – the longest such period in over four years – and an 89% rally, global stocks finally paused to catch their breath in 3Q. Concerns over the spread of the COVID Delta variant, a shift toward tightening policy in China and the U.S., peaking global growth rates, and a rapid surge in inflation caused by economies reopening combined to drive global stocks (as measured by ACWI) down roughly one percent. While these concerns are valid, we also believe them to be transitory.

Read more

Your Financial Wellbeing: Time for a Check Up

2020 was a crazy year, to say the least. Work became remote, kids moved home, and daily routines went out the window. The global pandemic generated levels of stress and challenge that we have never faced before. In this article for Thrive Global,  Jill Fopiano, President and CEO of O’Brien Wealth Partners, shares why now is a great time to reassess your personal financial roadmap to see what might be missing.

Read more

Fear is back on Wall Street. How scared should you be?

Fear is back on Wall Street. How scared should you be? A litany of concerns, from the Federal Reserve to a troubled Chinese real estate company, is pushing stock prices lower.  Hear what Jill Fopiano, President & CEO of O’Brien Wealth Partners has to say in this article by Larry Edelman of the Boston Globe.

Read more

O'Brien Wealth Partners
Want to Talk? 617-547-6717