Yahoo Finance Market Recap – Aug. 31, 2021

Yesterday, August 31, Cliff Corso, (CEO of Advisors Asset Mgt), and Michelle Connell, CFA provided commentary on Yahoo Finance’s “Market Recap.” They discussed the upcoming ADP jobs report, the Delta variant and how to prepare your portfolio from earnings disappointments in September.  Learn more about our services. Would you like to learn more about we […]

Female Baby Boomers Lead Men in Retirement Savings During Pandemic

“61% of boomer women socked away more than expected in retirement accounts vs 26% of boomer men.” (NextAvenue.org) Kerry Hannon, best-selling author of personal finance and retirement advice, recently wrote on how women’s post-pandemic strategies for retirement saving have changed compared to men’s. I was honored to weigh in with my thoughts regarding this topic. […]

Yahoo Finance Market Close – July 23, 2021

As the Dow exceeded 35,000 for the first time on Friday, I had fun discussing the (ir)relevance of investment fundamentals and if returning to past gigs as restaurant servers would make sense on Yahoo Finance’s Market Close program. Thank you, Yahoo Finance and anchors, Seana Smith and Adam Shapiro, for giving me the opportunity to […]

Are the rich getting richer?

On August 22, Michelle Connell, CFA was asked to offer her opinion on the bifurcation of the Covid economic recovery on Paul Dudley’s weekend show in New Orleans (WWL-TV). While the well-off may be benefiting from a “V” shaped recovery, the majority are trying to just break-even (i.e. a “K” shaped recovery).  Sidenote: Excuse the […]

Will Feds raise interest rates? MarketWatch Update – Aug. 4, 2021

The stock market’s anxiety appears to be increasing and today’s markets were off almost 300 points earlier today. Yesterday, MarketWatch invited Michelle Connell, CFA to share her opinion on the current climate of investment markets, as well as prudent tactical recommendations. Learn more about our services. Would you like to learn more about we have […]

The Reopening Paradox: Job Are Up, But Where Are the Workers to Fill Them?

As more jobs are added, U.S. economy is facing a labor shortage due, in part, to the post-Pandemic retirement of 2.5 million Americans. That’s about twice the number who retired in 2019, which means there are essentially 1.2 million fewer people in the work force over the age of 55 than would otherwise be expected. I recently contributed my opinion […]

Inflation: Wall Street keeps struggling on this topic

We bet your pocketbook already knows the answer! Michelle Connell, CFA was asked by Joy Wiltermuth of MarketWatch to weigh in on this timely topic. In the article published Thursday, May 27, Michelle discusses inflation and it’s effects on the average working family. No doubt every time you go to the grocery store or Home […]

Inflation: Is This a “Non-Transitory Problem or Will It Put an End to the Investment Markets’ Party?

Recently, Portia Capital Management owner, Michelle Connell, CFA, had the privilege of sharing our opinion on this subject with two news media outlets.  The Asahi Shimbum, one of the top three news papers in Tokyo, is our first quote in the foreign press. CNN was also added to our list of domestic media contributions. On […]

Sell in May and Go Away?

Does the old adage “Sell in May and go away” still apply? Last Friday, April 30, Portia Capital Management owner, Michelle Connell, CFA, had the privilege to speak with Yahoo Finance’s Sibile Marcellus and Alexis Christoforous on the current state of the investment markets. During the interview, Michelle explained why we think it would be […]