Posts by Katherine Liola

Daily Practice

Several weeks ago, eight adolescents ranging in age from 12-14 tied as champions for the National Spelling Bee. An incredible feat! I have always been someone thankful for (and dependent on) spell check. I still remember when I was in fourth grade losing in one of the early spelling bee rounds when I was given…

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Market Thoughts for July 2019

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Commonwealth CIO Brad McMillan provides his 2019 midyear market outlook. Growth has been solid this year. Consumers remain confident, and business continues to hire and invest. Indeed, markets have responded to these positive conditions, as they are once again close to new highs. If the economy continues to grow and the fundamentals remain solid, which…

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Revisiting Financial Goals for 2019

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July Financial Five – 2019 update with Katherine Liola CFP® from CONCENTRIC PRIVATE WEALTH™ We are six months into 2019, which means it’s a great time to check in with everything that’s important to you. And we like to start with really tuning into what your core values are.  What’s important to you? This is…

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Taking Control

A few weeks ago I had the opportunity to run the iconic Boston Marathon. It is a special race for so many reasons. There is a rich history going back 123 years. Spectators line the entire course from Hopkinton to Boston – the sound and the energy are thrilling. The only way to run the…

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Market Thoughts for June 2019

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Brad McMillan, Commonwealth’s CIO, recaps the market and economic news for May. It was a tough month, with U.S. and international markets down. At the same time, May’s decline could be considered modest, and it was not based on fundamentals. Instead, it was all about confidence, which was rattled by a reignited trade war with…

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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…

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Market Thoughts for May 2019

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Brad McMillan, Commonwealth’s CIO, recaps the market and economic news for April. It was another great month, as U.S., emerging, and developed markets were all in the green. Although there were concerns about a slowdown at the end of last month, first-quarter economic growth actually came in well above expectations. Plus, consumer spending picked up,…

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