Posts by Katherine Liola
Some of the Best Things in Life are for Free
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 MoreNew Beginnings
My oldest baby girl is starting Kindergarten this fall! Five and a half years have flown by. Sometimes it seems like I was just watching her take her first steps while other times I can’t believe she is only starting kindergarten. I am so excited for her. She will be walking through the big red…
Read MoreSeptember Financial Five – 2018
CONCENTRIC PRIVATE WEALTH™ – September Financial Five – 2018 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 September 2018
Brad McMillan, Commonwealth’s CIO, recaps the market and economic news for August. It was another good month here in the U.S., with the stock market up across the board. The economy, consumer confidence, and hiring all continued to grow. This growth is translating into corporate profits as well, with 80 percent of companies beating expectations.…
Read MoreAdding to Life
There are often so many areas of our life that we want to effect positive change. It can be overwhelming to begin especially when our lives can seem so full and hectic. We either don’t know where to begin or we begin following a plan that was not well designed for us as individuals. These…
Read MoreMarket Thoughts for August 2018
Brad McMillan, Commonwealth’s CIO, recaps the market and economic news for July. It was a great month for U.S. markets, as the Dow, S&P 500, and Nasdaq were all up. And after a terrible June, both developed and emerging markets bounced back as well. This performance was supported by a strong economy. GDP growth for…
Read MoreAugust Financial Five – 2018
CONCENTRIC PRIVATE WEALTH™ – August Financial Five – 2018 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 MoreCollege Prep
Twenty one years ago I was on the verge of starting my college adventure in Boston. Sharing summer memories with high school friends and shopping for my freshman dorm were at the top of my priority list. I was ready – at least so I thought. I quickly realized in my first few weeks that…
Read MoreMarket Thoughts for July 2018
Brad McMillan, Commonwealth’s CIO, recaps the market and economic news for June. It was a mixed month, as U.S. markets went down with the Dow and up with the S&P 500 and the Nasdaq. Bond markets pulled back a bit on rising rates. There was also pullback abroad, in both developed and emerging markets. Still,…
Read MoreSummer Working Lessons and Fun
Summer is pratically here. There is so much to look forward to – dinner on the grill, bike rides with the family, afternoons at the pool and long summer nights hanging out with friends. The relaxed schedule and longer days bring so much joy. I still vividly remember my own summers as a kid –…
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