In the News: ABC 10 Sacramento

Women should feel empowered when it comes to finances; and armed with information so they are confident to ask the right questions that will increase their chance of reaching their investment goals. Last week, Michelle Connell, CFA had the opportunity to be interviewed by Abrey Aquino of ABC 10 Sacramento. During the interview, she discussed women in […]

In the News: Bloomberg Daybreak Australia

It was a pleasure to be interviewed by Shery Ahn and Haidi Stroud Watts of Bloomberg Daybreak Australia this Monday, Sept. 28. During the interview, we discussed the continued market volatility resulting from the uncertainty of additional U.S. fiscal stimulus for the pandemic and the upcoming contentions U.S. Presidential Election, as well as individual stock ideas in the U.S. […]

The Truth About Women and Retirement

5 Steps to Prepare Your Finances Pre-pandemic, women already faced a disparity in retirement savings and income. Now, COVID-19 has put women’s quest for retirement savings even further behind. Before COVID-19, by the age of 65, women were 80 percent more likely than men to be living at or below the poverty line. Women aged […]

How to Keep Your Clients Happy, Even During the COVID-19 Crisis

What’s the secret to keeping your clients happy? One word: Listen. There is no doubt that COVID-19 has added immense stress to the lives of American business owners and professionals, but we are not alone. As professionals, we cannot discount the stress our clients are experiencing in their own personal and work lives due to […]

Michelle Connell Accepted Into Forbes Finance Council

Forbes Finance Council is an Invitation-Only Community for Executives in Accounting, Financial Planning, Wealth and Asset Management, and Investment Firms Fort Worth, Texas (Aug. 25. 2020) — Michelle Connell, CFA, owner of Texas-based wealth management firm, Portia Capital Management, has been accepted into Forbes Finance Council, an invitation-only community for executives in accounting, financial planning, […]

Take a Play from the Experts’ Playbook

Since the S&P 500’s March drawdown of nearly 35percent, this index has almost retraced the year’s high and is currently four percent positive for the year. However, now may be the time to reevaluate the risks — and opportunities — within your investment portfolio.  MarketWatch recently asked me to write an article on this subject. […]

Does Early Retirement Really Make Sense?

In an article that appeared August 1 in Financial Advisor Magazine, Michelle Connell, CFA gave her insight into the impact this pandemic may have on older workers, and why she encourages those facing early retirement — or even looking at quitting a job now and waiting for the economy to recover — to pump the breaks and consider all factors before making a decision.

Considering Early Retirement? Here’s How to Prepare

By Michelle Connell, CFA | 2 min read The coronavirus pandemic has hit workers over age 55 especially hard. Many have lost their jobs due to COVID-19, and of those who managed to retain employment, many are considering early retirement. According to AARP, the total number of workers ages 55+ in the U.S. economy dropped […]