Quarterly Client Letter – Q1 2020
Coronavirus. Social distancing. Containment. Pandemic. With hindsight it is remarkable that none of these words were part of our regular lexicon when 2020 began. So much has changed in such a short period that it feels almost impossible to summarize it – not only what happened last quarter, but also where we think may go from here – in just one investment letter. Nevertheless, we will give it our best shot.
Welcome to your first bear market. Here’s what it means
The current bull market is the longest on record. Millions of young investors have never known anything but a bull market. Jill Fopiano, CEO of O’Brien Wealth Partners, shares her knowledge about bear markets.
What to do if you can’t make your rent or mortgage payments because of the coronavirus pandemic
Millions of U.S. households are expected to face financial burdens in the wake of the coronavirus pandemic. In this CNBC article, O’Brien Wealth Partners CEO, Jill Fopiano, shares her advice.
In choppy market, advisers tell investors in or near retirement to stand pat
Senior adviser Lis Zimmerman shares her thoughts in this article about retirees and concerns during volatile markets. Read more in the article by Robert Weisman for The Boston Globe.
Quarterly Client Letter – Q4 2019
Dear O’Brien Wealth Partners Investor, The holiday season brings with it time for reflection. As we pause to express our appreciation for our colleagues and our clients, and to gather with family and friends, we also take time to look back on what 2019 meant for financial markets and ponder what may come in 2020.
High Finance,Down-to-Earth: Jill Fopiano Focuses on What’s Personal
Get to know O’Brien Wealth Partners CEO, Jill Fopiano, in this piece by Carolyn Bick for The Business Journals.
What Happens After the Fed’s Rate Cut on Wednesday?
The Federal Reserve is lowering interest rates on Wednesday for the third time since August. What happens after this rate cut? CEO of O’Brien Wealth Partners, Jill Fopiano, gives a helpful tip for dealing with this change. Read more in the article by Larry Edelman for The Boston Globe.
Markets Are Betting That Good Things Come in Threes
Is three the magic number? In a recent article by Erik Sherman for www.fortune.com, O’Brien Wealth Partners CEO Jill Fopiano weighs in on rate cuts being made by the Federal Reserve.