News
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.
Currents Summer 2017 Newsletter
One of our most deeply held core values at O’Brien is transparency. Our commitment to transparency drives us to present a clear picture of the investments we hold, and honest and timely interpretation of the performance of those investments.
Quarterly Client Letter – Q2 2017
This bull isn’t ready to slow down quite yet! Many of our clients are experiencing “bull market fatigue”; the longer the markets go up, the more nervous they become as they wait for the next downturn.
Women and the Money Taboo
Whatever the reasons for avoiding the subject – discomfort, embarrassment, awkwardness, shame, fear of being impolite – the fact is that women tend to avoid talking about money with others. Women need to talk about money for themselves, and for their sisters, daughters, nieces, and friends. Here’s why, and how you can start the conversation today.
Quarterly Client Letter – Q1 2017
The stock market rally, seemingly sparked by the U.S. presidential elections, continued its momentum in early 2017. Both U.S. and international equities delivered positive performance for the first quarter.
Planning for the Unexpected
While talking about illness and death is never enjoyable, discussing your wishes is important. You and your loved ones may also want to document your wishes. We have prepared a simple worksheet you can use to guide a discussion as well as record important financial information your caretakers will need should you become incapacitated or die.
Currents Winter 2017 Newsletter
Whether the animal spirits are spiraling upward or downward, we believe that a sound plan, a steady course, a smart strategy and high-quality, diverse investments will serve you best in meeting your goals.
Quarterly Client Letter – Q4 2016
Over the 30 years we have spent managing the assets you have entrusted with us, we have developed expertise in managing risk, recognizing opportunity and maintaining a disciplined approach during times of uncertainty.
Commentary from Jill
It is my pleasure to reach out to you as the President and CEO of O’Brien Management Wealth Partners LLC. I would like to share what I hope to accomplish with our team in 2017 and beyond as we build on an accomplished history and create our vibrant future.