Posts by Katherine Liola
Market Thoughts for June 2018
Brad McMillan, Commonwealth’s CIO, recaps the market and economic news for May. It was a good month, continuing the recovery from the pullback we saw at the start of the year. In the U.S., markets were up almost across the board. Consumers continue to spend, and businesses remain confident—with manufacturing doing particularly well. Plus, the…
Read MoreBeing Risk Aware with your Money
We take risks every day; driving, sharing personal information on the internet, participating in our favorite activities. We often do not even worry about the risk we take in these everyday activities, likely because we feel safe or have a high level of comfort with the experience of each activity. Risk in many respects is…
Read MoreCONCENTRIC PRIVATE WEALTH™ – May 2018 Update with Katherine Liola CFP®
CONCENTRIC PRIVATE WEALTH™ – May 2018 Update with Katherine Liola CFP® Follow Katherine Liola’s Financial Fitness Planning Tip of the week every Friday on Facebook, Twitter and LinkedIn. Advisory services offered through Commonwealth Financial Network®, Registered Investment Advisor.
Read More2018 Midyear Update
In his 2018 Midyear Update, Commonwealth CIO Brad McMillan reviews how the economy and markets have fared in 2018, plus likely risks on the horizon. Follow Katherine Liola’s Financial Fitness Planning Tip of the week every Friday on Facebook, Twitter and LinkedIn. Advisory services offered through Commonwealth Financial Network®, Registered Investment Advisor.
Read MoreFailing Forward
As a kid I was risk averse to anything that scared me – roller coaster rides, riding my bike down steep hills, even hanging around kids who walked a more gray line around rules. I am not sure if I was this way because I was the oldest in my family or if it was…
Read MoreCONCENTRIC PRIVATE WEALTH™ – April 2018 Update with Katherine Liola CFP®
CONCENTRIC PRIVATE WEALTH™ – April 2018 Update with Katherine Liola CFP® Follow Katherine Liola’s Financial Fitness Planning Tip of the week every Friday on Facebook, Twitter and LinkedIn. Advisory services offered through Commonwealth Financial Network®, Registered Investment Advisor.
Read MoreMarket Thoughts for April 2018
Brad McMillan, Commonwealth’s CIO, recaps the market and economic news for March. Last month, both U.S. and international markets saw losses. It was the second down month in a row, something we haven’t seen in a while. This was due, in part, to markets becoming uncertain on the news of tariffs on China—which rattled companies…
Read MoreAdventures Ahead
I still remember counting down the number of “sleeps” until vacation as a kid – whether it was vacation from school or a planned family trip – the anticipation of something new and different was always exciting for me. I was the oldest of 5 kids. There was not a ton of discretionary money left…
Read MoreCONCENTRIC PRIVATE WEALTH™ – March 2018 Update with Katherine Liola CFP®
CONCENTRIC PRIVATE WEALTH™ – March 2018 Update with Katherine Liola CFP® Follow Katherine Liola’s Financial Fitness Planning Tip of the week every Friday on Facebook, Twitter and LinkedIn. Advisory services offered through Commonwealth Financial Network®, Registered Investment Advisor.
Read MoreMarket Thoughts for March 2018
Brad McMillan, Commonwealth’s CIO, recaps the economic news for February. Last month, there was a 10-percent market drawdown in the U.S., something we haven’t seen for almost two years. Although many were worried that this was the “big one,” the markets recovered more than half of their losses by month-end, and the economic fundamentals remain…
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