Articles

Adding to Life

By Katherine Liola | September 1, 2018
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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…

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Market Thoughts for August 2018

By Katherine Liola | August 1, 2018
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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…

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New Beginnings

By Katherine Liola | July 9, 2018
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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…

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Market Thoughts for July 2018

By Katherine Liola | July 1, 2018
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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,…

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Summer Working Lessons and Fun

By Katherine Liola | June 9, 2018
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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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Market Thoughts for June 2018

By Katherine Liola | June 9, 2018
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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…

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College Prep

By Katherine Liola | May 9, 2018
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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…

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Being Risk Aware with your Money

By Katherine Liola | May 9, 2018
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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…

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CONCENTRIC PRIVATE WEALTH – May 2018 Update with Katherine Liola CFP®

By Katherine Liola | May 1, 2018
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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.

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2018 Midyear Update

By Katherine Liola | May 1, 2018
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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.

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