News

O'Brien Wealth Partners Q2 Client Letter

Quarterly Client Letter – Q2 2021

2Q was another solid quarter of performance for markets, with every major asset class posting a gain. Stocks once again outperformed bonds, and within stocks the U.S. again led other regions. For the year, global stocks are now up double-digits, while investment-grade bonds are down slightly.

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Retirement Planning Guide

Jill Fopiano, CEO of O’Brien Wealth Partners is a featured expert in this article on MoneyRates.com.

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Inflation is continuing to rise—here’s how it could affect your money

“While inflation has a negative connotation for many people, inflation itself isn’t inherently good or bad,” says Jill Fopiano, president and CEO of O’Brien Wealth Partners. “Some level of inflation is a sign that the economy is healthy.”

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Currents Spring 2021

In this version of Currents, we talk more about ESG and our mission to provide a Sustainable Portfolio, whether government debt still matters and reflect on the past year’s challenges.

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Currents Fall 2020

In our Fall 2020 issue of Currents, we talk about ESG investing, the best financial practices for busy doctors and how record low interest rates impact portfolio diversification.

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O'Brien Wealth Partners Q1 Client Letter

Quarterly Client Letter – Q1 2021

Welcome to Day 385 of the 15 Day Plan to Flatten The Curve. If you are anything like us, you are looking forward to a bit more in-person human contact. As we look back at the first quarter of the year it almost feels a bit mundane when compared to the roller coaster ride that was 2020.

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5 Improvements Physicians Can Make To Their Financial Portfolios

See what Lis Zimmerman, CFP, CASL, CRPC, of O’Brien Wealth Partners has to say about physicians and their portfolios in this article from MDLinx.

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Go ahead, spend your stimulus money. That’s what it’s for

But if you need to hang on to the cash, there’s no shame in doing that, says Jill Fopiano, CEO of O’Brien Wealth Partners, in this article by Andy Rosen for The Boston Globe.

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O'Brien Wealth Partners Boston Location

When Life gives you corona we bring limes

Farther apart yet closer than ever…
Jill Fopiano, President & CEO at O’Brien Wealth Partners, reflects on work and life since March 13, 2020.

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