News

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.

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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.

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Cindy Kuppens O'Brien Wealth Partners

Why The Next Recession May Feel Very Different Than 2008

Why The Next Recession May Feel Very Different Than 2008 Fortune The next recession the United States experiences may feel very different than the 2008 recession. COO of O’Brien Wealth Partners, Cindy Kuppens, speaks out about timing for the next recession and why we can’t predict it. Read more in this article by Erik Sherman

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O'Brien Wealth Partners Q3 Client Letter

Quarterly Client Letter – Q3 2019

Dear O’Brien Wealth Partners Investor, “The more things change, the more they stay the same.” -French novelist and critic Jean-Baptiste Alphonse Karr Some literary scholars say that the figurative meaning of this phrase is that turbulent times do not affect reality on a deeper level other than to cement the status quo. Others more simply

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Jill Fopiano Working in Conference Room

When Life Changes, Your Finances Often Change, Too

No matter what life change you’re going through – marriage, pregnancy, divorce, widowhood, or remarriage – your finances often change as your life changes. In this article for Thrive Global,  Jill Fopiano (President and CEO of O’Brien Wealth Partners) shares how you can take care of your finances and what steps you can take.

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Commentary from Jill Fopiano

What is Financial Literacy? And Why Should You Care?

Many Americans are illiterate when it comes to their finances and it’s time to change this. Jill Fopiano, CEO of O’Brien Wealth Partners explains why you should care about financial literacy in this article by Susan Shain for Chime Bank.

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Wall Street Would Rather You Didn’t Bring Your Pets to Work

Wall Street Would Rather You Didn’t Bring Your Pets to Work New York Post As pets in the office become increasingly popular among millennial companies, Jill Fopiano, CEO of O’Brien Wealth Partners shares why you might want to leave Fido at home. Read the full article by John Aidan Byrne.

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Jill Fopiano O'Brien Wealth Partners

Old-Money Managers Adjust to New-Money Industries

There have been several changes within the Boston wealth-management sector over the last few decades and President & CEO of O’Brien Wealth Partners, Jill Fopiano, talks more about women in finance. Read this article by Jay Fitzgerald.

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Jill Fopiano O'Brien Wealth Partners

Meet The Female Leaders of Finance “Know Your Value” with Jill Fopiano and Tyler Gallagher

Meet the female leaders of finance and learn more about Jill Fopiano, President & CEO of O’Brien Wealth Partners. Read more in this article by Tyler Gallagher.

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