Posts by Katherine Liola
December Financial Five – 2018
December Financial Five – 2018 update with Katherine Liola CFP® from CONCENTRIC PRIVATE WEALTH™
Read MoreMarket Thoughts for December 2018
Brad McMillan, Commonwealth’s CIO, recaps the market and economic news for November. It was a rocky month. Concerns surrounding the midterm elections, the trade conflict between the U.S. and China, and the economic slowdown resulted in market turbulence. Still, the financial markets bounced back. Here in the U.S., the Dow, the S&P 500, and the…
Read MoreCentered on What is Most Important During the Holidays
One of my favorite things about the holidays is the rush of so many cherished memories from this time of year. Stringing popcorn garland with my mom, driving around the neighborhood late at night with my parents and four siblings in our station wagon searching for the best light display, and of course waiting at…
Read MoreCentered on What is Most Important During the Holidays
One of my favorite things about the holidays is the rush of so many cherished memories from this time of year. Stringing popcorn garland with my mom, driving around the neighborhood late at night with my parents and four siblings in our station wagon searching for the best light display, and of course waiting at…
Read MoreSome of the Best Things in Life are for Free -October 2018
One of the best pieces of parenting advice I received before I had kids was to make an effort to spend quality 1:1 time with your kids. It made sense and sounded pretty obvious to me at the time. When we had our first child, Harper, we made this a priority from the beginning and…
Read MoreNovember Financial Five – 2018
CONCENTRIC PRIVATE WEALTH™ – November Financial Five – 2018 CFP®
Read MoreGiving Thanks
For the last few years I have been making an effort to give gratitude for a few things each day. It is not always easy. Some days I have a list of things and other days I struggle to come up with three. It is certainly not for a lacking of amazing things in my…
Read MoreMarket Thoughts for November 2018
Brad McMillan, Commonwealth’s CIO, recaps the market and economic news for October. The month lived up to its scary reputation, with both U.S. and international markets down. Plus, housing started to roll over, and retail sales disappointed once again. That’s not to mention the political risks. In the U.S., the midterm elections have increased uncertainty.…
Read MoreOctober Financial Five – 2018
CONCENTRIC PRIVATE WEALTH™ – October Financial Five – 2018 CFP®
Read MoreMarket Thoughts for October 2018
Brad McMillan, Commonwealth’s CIO, recaps the market and economic news for September. It was a mixed month: the S&P and Dow did well, while the Nasdaq pulled back on weakness in technology. But for the quarter as a whole, all three indices were up substantially. In the U.S., hiring remained strong, wage growth picked up,…
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