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Jill Fopiano O'Brien Wealth Partners

Old-Money Managers Adjust to New-Money Industries

There have been several changes within the Boston wealth-management sector over the last few decades and President & CEO of O’Brien Wealth Partners, Jill Fopiano, talks more about women in finance. Read this article by Jay Fitzgerald.

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Jill Fopiano O'Brien Wealth Partners

Meet The Female Leaders of Finance “Know Your Value” with Jill Fopiano and Tyler Gallagher

Meet the female leaders of finance and learn more about Jill Fopiano, President & CEO of O’Brien Wealth Partners. Read more in this article by Tyler Gallagher.

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How to Save for Sabbaticals

Millennials Love Sabbaticals — Here’s How to Save for Yours Forbes Learn more about how you can save for your sabbatical in this article by Kelly Anne Smith.

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Fed Can’t Agree on How to Keep Economy Humming

The economy is in great shape with a strong job market but the Federal Reserve can’t agree on a way to keep it that way. Read what Cindy Kuppens, a senior adviser at O’Brien Wealth Partners, has to say about it in this article by Larry Edelman.

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O'Brien Wealth Partners Women & Money Services

Financial infidelity: Why We Lie About Money and How to Solve the Problem

At its most basic level, financial infidelity is an outright lie about money or spending, but in terms of how toxic these things can be to a relationship, Jill Fopiano, CEO of O’Brien Wealth Partners and certified financial planner, says you have to look at the intent. Is it malicious?  Read more in this article by Jean Chatz.

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Tips for Crossing Items Off Your Back to School List

Financial Infidelity and Abuse

Jill talks about how to recognize and handle financial infidelity and offers strategies for financial strength and self-sufficiency in this article published on Thrive Global.

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O'Brien Wealth Partners Currents Logo

Currents Fall 2019

In this issue of Currents, we discuss the difference between ETFs and Mutual Funds, discuss risk tolerance and asset allocation, widows and money, why we use the MSCI ACWI as our benchmark and more!

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O'Brien Wealth Partners Q2 Client Letter

Quarterly Client Letter – Q2 2019

Dear O’Brien Wealth Partners Investor, As we enter the second half of 2019 the same political uncertainties that have been haunting the market since mid-2018 continue to cast a shadow over business and investor confidence. A U.S. economic recession appears unlikely in the near term; however, business investment is slowing and global growth is showing

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O'Brien Wealth Partners Currents Logo

Currents Spring 2019

In this issue of Currents you will find articles on Annuity Options and 1035 Exchanges, Capital Gains and Losses, Saving on Taxes with Charitable Contributions and RMDs and the Science and Art Behind Creating Your Investment Portfolio.

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