News
Quarterly Client Letter – Q3 2021
After five consecutive quarters of gains – the longest such period in over four years – and an 89% rally, global stocks finally paused to catch their breath in 3Q. Concerns over the spread of the COVID Delta variant, a shift toward tightening policy in China and the U.S., peaking global growth rates, and a rapid surge in inflation caused by economies reopening combined to drive global stocks (as measured by ACWI) down roughly one percent. While these concerns are valid, we also believe them to be transitory.
Your Financial Wellbeing: Time for a Check Up
2020 was a crazy year, to say the least. Work became remote, kids moved home, and daily routines went out the window. The global pandemic generated levels of stress and challenge that we have never faced before. In this article for Thrive Global, Jill Fopiano, President and CEO of O’Brien Wealth Partners, shares why now is a great time to reassess your personal financial roadmap to see what might be missing.
Fear is back on Wall Street. How scared should you be?
Fear is back on Wall Street. How scared should you be? A litany of concerns, from the Federal Reserve to a troubled Chinese real estate company, is pushing stock prices lower. Hear what Jill Fopiano, President & CEO of O’Brien Wealth Partners has to say in this article by Larry Edelman of the Boston Globe.
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.
Retirement Planning Guide
Jill Fopiano, CEO of O’Brien Wealth Partners is a featured expert in this article on MoneyRates.com.
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.”
Currents Spring 2021
In this version of Currents, we talk more about ESG and our mission to provide a Sustainable Portfolio, whether government debt still matters and reflect on the past year’s challenges.
Currents Fall 2020
In our Fall 2020 issue of Currents, we talk about ESG investing, the best financial practices for busy doctors and how record low interest rates impact portfolio diversification.
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.
