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.
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.”
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.
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.
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.