Posts by Katherine Liola
March 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…
Read MoreJanuary Financial Five – 2019
January Financial Five – 2019 update with Katherine Liola CFP® from CONCENTRIC PRIVATE WEALTH™
Read MoreMarket Thoughts for January 2019
Brad McMillan, Commonwealth’s CIO, recaps market and economic news for December. It was another bad month in a string of bad months, with U.S. markets down about 10 percent and international markets faring only a bit better, down 5 to 6 percent. A combination of bad news, from a government shutdown, to the ongoing trade…
Read MoreForget New Year’s Resolutions – Start with a New Habit
Every year as soon as the holidays come to a close, we are bombarded with messaging around the new year ahead and the importance of setting new year’s resolutions. It has become in many respects part of culture, part of our American tradition. We get excited for the fresh start and try to will big…
Read More2019 Market Outlook
Brad McMillan, Commonwealth’s CIO, provides his 2019 market outlook. As we approach the new year, hiring is strong and both business and consumer confidence remain high. With these solid fundamentals, the financial markets are likely to respond. Earnings should go up, so we should expect to see rising stock prices as well. Of course, there…
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