News
Quarterly Client Letter – Q2 2023
For much of last year the market was in a deep funk, seeing only headwinds from Federal Reserve tightening and what must surely be recessionary storm clouds blowing in fast. During the depths of this malaise, the market was down -25%. But since those depths, the Fed has slowed its pace of tightening and as a result, the valuation of our stocks has surged over 25%.
Quarterly Client Letter – Q1 2023
The more things change, the more they stay the same. Although we began the quarter on a positive footing, our outlook is not without a cautionary note.
Quarterly Client Letter – Q4 2022
After three quarters of declines, markets rallied into year-end on the back of slowing inflation and a deceleration in the pace of Federal Reserve interest hikes. 2022 was a challenging year to be an investor.
4 ways to earn more interest on your savings
Inflation is still high, and with prices up on nearly everything, we could all use a little more cash in the bank. In this MSN article by Aly Yale, Jill Fopiano, CEO and president of O’Brien Wealth Partners, and others share four ways you could be earning more interest on your savings.
How Men and Women See Retirement Planning Differently
It’s no secret that men and women often approach things differently. Understanding key differences when planning for retirement and how overcoming them can make a positive difference in retirement planning. In this Seniority article by Sandra Beckwith, Jill Fopiano, CEO and president of O’Brien Wealth Partners and others provide their insight on retirement planning.
Thinking of freelancing? Ask yourself these 10 questions before you take the plunge
Are you thinking of going freelance? In this Stylist article by Louise Slyth, Jill Fopiano, CEO and president of O’Brien Wealth Partners, and others answer questions that you should think about before freelancing.
How to Invest With Little Money
Beginners and even those starting late in life can benefit from investing as soon as possible. In this USNews article by Kate Stalter, Jill Fopiano, CEO and president of O’Brien Wealth Partners and others share thoughts on how investors at various stages of life can get started investing.
Savings Rates Remain Attractive, But the End of High APYs Is Near, Experts Say
Each week, the average savings rate we track climbs slightly and top-yielding savings account rates are now the highest they have been since the 2008 financial crisis. In this CNET article by Dashia Milden, Jill Fopiano, CEO and president of O’Brien Wealth Partners, and others, share insight on savings rates, CDs, and other savings options to consider.
Everyone’s Talking About Home Equity: Here’s What Yours Means in Today’s Market
Homeownership has long been tied to building wealth. Instead of throwing rent money out the window each month, owning a home allows you to build home equity. In this Realtor.com article, Jill Fopiano, CEO and president of O’Brien Wealth Partners gives some insight and tips on home equity.
