Katie O'Connell, APMA™
Newton Upper Falls, Massachusetts, United States
1K followers
500+ connections
Activity
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Ameriprise Financial Chief Economist Russell Price explains why inflation remains sticky and what this may mean for interest rate cuts in 2024.
Ameriprise Financial Chief Economist Russell Price explains why inflation remains sticky and what this may mean for interest rate cuts in 2024.
Shared by Katie O'Connell, APMA™
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From expense management to insurance underwriting, generative AI could automate many aspects of your financial life. But is this technology safe? Get…
From expense management to insurance underwriting, generative AI could automate many aspects of your financial life. But is this technology safe? Get…
Shared by Katie O'Connell, APMA™
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The S&P 500 Index closed 4.2% lower in April, ending a five-month winning streak. Still, the Index has been almost 21% higher over the last six…
The S&P 500 Index closed 4.2% lower in April, ending a five-month winning streak. Still, the Index has been almost 21% higher over the last six…
Shared by Katie O'Connell, APMA™
Experience
Education
Volunteer Experience
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Volunteer
Volunteer
Special Olympics
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Fundraising Volunteer
Fundraising Volunteer
Challenged Athletes Foundation
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General Volunteer
General Volunteer
Boston Cares
Licenses & Certifications
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Accredited Portfolio Management Advisor (APMA®)
College for Financial Planning
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Insurance Broker, Accident, Health, Life, Variable Life & Variable Annuity
DBS Diversified Brokerage Services
Courses
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Calc Analytical Geometry I
MTH 131
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Computer Applications in Business
ACC 110
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Computer Applications in Business II
ACC 111
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Elementary Spanish II
SPN 102
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Financial Accounting
ACC 203
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Financial Markets and Institutions
FIN 218
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Intermediate Spanish I
SPN 103
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Intermediate Spanish II
SPN 104
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Managerial Accounting
ACC 204
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Managerial Finance
FIN 207
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Principles of Economics: Macro
ECN 102
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Principles of Economics: Micro
ECN 101
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Statistical Analysis & Business Decisions I
FIN 217
Languages
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English
Native or bilingual proficiency
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Spanish
Limited working proficiency
More activity by Katie
Consumers lost more than $10 billion to fraud in 2023, which was a 14% increase compared to 2022, according to the Federal Trade Commission. Here’s…
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Consumers lost more than $10 billion to fraud in 2023, which was a 14% increase compared to 2022, according to the Federal Trade Commission. Here’s…
Shared by Katie O'Connell, APMA™
History has shown that staying invested can have its rewards. When we take the long view, past recessions look like bumps in the road along the path…
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History has shown that staying invested can have its rewards. When we take the long view, past recessions look like bumps in the road along the path…
Shared by Katie O'Connell, APMA™
“From an economic perspective, growth in the U.S. is starting to show signs of slowing from above-average trends seen in 2023.” - Anthony Saglimbene,…
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“From an economic perspective, growth in the U.S. is starting to show signs of slowing from above-average trends seen in 2023.” - Anthony Saglimbene,…
Shared by Katie O'Connell, APMA™
Are you and your partner aligned on your retirement goals? According to a new research study from Ameriprise Financial, 93% of couples have shared…
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Are you and your partner aligned on your retirement goals? According to a new research study from Ameriprise Financial, 93% of couples have shared…
Shared by Katie O'Connell, APMA™
Elections can create uncertainty, but sitting on the sidelines could be a costly mistake. Get in touch to learn why dividend-paying stocks may be an…
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Elections can create uncertainty, but sitting on the sidelines could be a costly mistake. Get in touch to learn why dividend-paying stocks may be an…
Shared by Katie O'Connell, APMA™
The first quarter of 2024 was undoubtedly a welcome one for investors. Here’s what investors should be watching for in Q2.
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The first quarter of 2024 was undoubtedly a welcome one for investors. Here’s what investors should be watching for in Q2.
Shared by Katie O'Connell, APMA™
Money market funds can provide short-term stability, but less long-term growth potential. Let's discuss ways to get cash off the sidelines.
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Money market funds can provide short-term stability, but less long-term growth potential. Let's discuss ways to get cash off the sidelines.
Shared by Katie O'Connell, APMA™
“Looking out over coming quarters, history suggests a strong start to the year for stocks can bode well for investors through the rest of the year…
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“Looking out over coming quarters, history suggests a strong start to the year for stocks can bode well for investors through the rest of the year…
Shared by Katie O'Connell, APMA™
Spring means the start of wedding season. If you or a loved one is preparing to walk down the aisle, review these tips for starting your marriage on…
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Spring means the start of wedding season. If you or a loved one is preparing to walk down the aisle, review these tips for starting your marriage on…
Shared by Katie O'Connell, APMA™
Improving economic conditions, excitement around generative AI and a Fed likely poised to lower rates later this year have spurred U.S. stocks since…
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Improving economic conditions, excitement around generative AI and a Fed likely poised to lower rates later this year have spurred U.S. stocks since…
Shared by Katie O'Connell, APMA™
Join us for a virtual presentation of Put Your Paycheck to Work on Wednesday 4/3 at 12pm ET! RSVP to lauryn.murray@ampf.com.
Learn how to make the…
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Join us for a virtual presentation of Put Your Paycheck to Work on Wednesday 4/3 at 12pm ET! RSVP to lauryn.murray@ampf.com. Learn how to make the…
Shared by Katie O'Connell, APMA™
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