News

Hand-holding in the pandemic: Wealth managers grapple with new reality

During the early days of March, Jill Fopiano was having trouble sleeping, waking up at 3 o’clock in the morning, maybe 4 o’clock. She’d been watching news of a virus in China, first out the corner of her eye – was this like swine flu? – then more squarely, as headlines rushed in about outbreaks on the west coast of America. Fopiano wondered, in the darkness, if she should shut down her office in Boston’s upscale Back Bay neighborhood.

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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.

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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.

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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.

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Jill Fopiano Podcast

In the Spotlight: Jill Fopiano

Jill Fopiano is featured in the Candy O’Terry’s podcast, The Story Behind Her Success.  Listen to their candid discussion.

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Commentary from Jill Fopiano

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.

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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.

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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.

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Commentary from Jill Fopiano

Why Women Should Be Talking About Money

For years, it has been taboo for women to talk openly about money but that is slowly changing. In this article by Abby Patkin for Wicked Local Brighton, Jill Fopiano, CEO of O’Brien Wealth Partners discusses why women should be talking about money.

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