Posts by Katherine Liola
Explore. Dream. Discover.
In just a few weeks, school will be out for the summer. Long summer days will be ahead. Kids will be riding their bikes to friends’ houses, exploring the trails and capturing fireflies. There is something special about the warm summer air. It has always made me feel like a kid inside. I remember a…
Read MoreApril Financial Five – 2019
April Financial Five – 2019 update with Katherine Liola CFP® from CONCENTRIC PRIVATE WEALTH
Read MoreFinancial Independence
When I was a freshman in high school – I learned that my high school went on a trip every year outside of the United States. During my sophomore year, the school was going to be visiting Australia, New Zealand and Hawaii. I had to go! I had never been out of the country much…
Read MoreMarket Thoughts for April 2019
Brad McMillan, Commonwealth’s CIO, recaps the market and economic news for March. It was another great month, with U.S., emerging, and developed markets all up. But this strength was a bit strange, considering the weakening seen in the fundamentals. Here in the U.S., both consumer and business confidence took a hit, the yield curve inversion…
Read MoreMarch Financial Five – 2019
March Financial Five – 2019 update with Katherine Liola CFP® from CONCENTRIC PRIVATE WEALTH
Read More“She Believed She Could So She Did”
This March I turn the big 4-0! Holy Moly! How the hecht did this month arrive so quickly? I still remember my mom’s 40th birthday. My dad threw her a surprise dinner party for her with her closet friends. She was so happy. I still remember what she wore and her hair and makeup –…
Read MoreMarket Thoughts for March 2019
Brad McMillan, Commonwealth’s CIO, recaps the market and economic news for February. It was another good month, with U.S. markets, developed markets, and fixed income showing gains. Still, the housing market continued its slowdown, and business investment softened. We also saw a terrible retail spending report. But the market was able to bounce back from…
Read MoreFebruary Financial Five – 2019
February Financial Five – 2019 update with Katherine Liola CFP® from CONCENTRIC PRIVATE WEALTH
Read MoreMarket Thoughts for February 2019
Brad McMillan, Commonwealth’s CIO, recaps the market and economic news for January. It was a great month for the financial markets. Despite the government shutdown, signs of an economic slowdown, and dropping consumer and business confidence, U.S. and international markets were up. Plus, job and wage growth were strong, and companies made more money than…
Read MoreSharing your Heart with YOU!
I love celebrating the people I love and care for. I will admit however that I cannot tell you exactly when National Grandparents Day is much less other designated celebratory days until I see posts and pictures on social media. There are so many – it is hard to keep up and even know which…
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