Jill Fopiano | Source | President & CEO at O'Brien Wealth Partners
Jill Fopiano
Jill joined O’Brien in 2012. She was appointed President of the firm in 2015 and CEO in 2016. In addition to her management responsibilities, Jill also serves as an Advisor for a select number of clients and as Chief Investment Officer of the firm. Prior to joining O’Brien, Jill held a variety of senior wealth management and investment positions at U.S. Trust and Citi across the disciplines of wealth management, alternative investments, and fixed income trading.
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Jill i Fortune magazine:
https://fortune.com/recommends/article/debt-snowball-vs-debt-avalanche-repayment-method/
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The question is whether or not the interest rate hikes are gonna be successful in creating what’s called the soft landing.
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If you’re retiring into recession, gee, you might want to think about some of those discretionary expenses and maybe delay that round-the-world trip for a year or two until you feel a little bit more comfortable, because ‘Are you really going to enjoy it if you take it now?'
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5 Tips for Retirees Without Multiple Retirement Accounts, According to Financial Advisors
Five reasons to have different options
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This is when the Fed could cut interest rates (and what savers should do before then)
An interest rate cut is expected by many this year. Here's when it may actually come.
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What the Fed’s Inflation Fight Means for Investors, Home Buyers and Savers
How to take advantage as higher interest rates ripple through the economy—from stocks to mortgages to savings accounts and more.
Article
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O'Brien Wealth Partners (https://www.obrienwp.com)
President & CEO
started Oct 2016