Posts by Katherine Liola
Revisiting Financial Goals for 2019
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…
Read MoreTaking 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…
Read MoreMarket Thoughts for June 2019
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…
Read MoreJune Financial Five – 2019
June Financial Five – 2019 update with Katherine Liola CFP® from CONCENTRIC PRIVATE WEALTH™
Read MoreExplore. 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 MoreMarket Thoughts for May 2019
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,…
Read MoreMay Financial Five – 2019
May Financial Five – 2019 update with Katherine Liola CFP® from CONCENTRIC PRIVATE WEALTH™
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…
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