What Investors Need to Watch (and Do) As the End of 2019 Draws Near

Follow the Money By Michelle Connell, CFA | 7 min read It seems that every Wall Street expert has an opinion as to how the investment markets will ring out 2019. One person may say that the market is still cheap and should still be bought. Another expert may site the uncertainty in geopolitics and […]

Taking the Temperature: Just How “Sick” is Our Economy? And What Does It Mean for Your Investments?

Are all the symptoms pointing to a Q4 correction, just as we saw in 2018? Get Michelle’s insight, based on research from top investment experts and analysts.

Michelle Connell to Chair Private Wealth Management Summit

Michelle Connell, CFA, President and Owner of Portia Capital Management, LLC has been invited to serve as chair of the premium Marcus Evans Private Wealth Management Summit in Orlando, December 2-4, 2019.

Does Your Investment Portfolio Need First Aid?

By Michelle Connell, CFA | 7 min read After reaching a year-to-date return of almost 20 percent, the equity markets have been down significantly the last six trading days—almost six percent. Is it possible we have gone into correction mode? If so, should you be doing anything to mitigate the risk to your portfolio? Why […]

The US/China Trade War: A.K.A. “You (almost) sunk my battleship!”

Michelle Connell, CFA | 4 min read What’s going on in the current markets, and what’s the smartest move for investors in response? From the slowing economy to the effects of the ongoing (and likely not ending soon) US/China trade war, here’s what you need to know about the current state of the market. As […]

Giving All Children a Chance with Educational First Steps

By Michelle Connell, CFA | 2 min read ​​Educational First Steps has served low-income neighborhoods of North Texas for nearly 30 years by transforming daycare centers in these neighborhoods into nationally accredited early learning centers. Now serving more than 1,000 preschools and daycare centers in 24 school districts, Educational First Steps is focused on neighborhoods […]

May Market Update and Why You Need Active Investment Management

By Michelle Connell, CFA | 6 min read Markets are up 17.5 percent year-to-date! That’s a lot for a four month investment return, right? Perhaps not when we consider that the S&P 500 is basically back to zero from the fourth quarter correction. While you are probably happier looking at your April 30 investment statements, […]

PCM Sponsors Texas A&M BLSA Scholarships and Awards Dinner

By Michelle Connell, CFA | 4 min read Portia Capital Management is passionate about supporting minority and disadvantaged youth and helping them move beyond their economic circumstances. In keeping with this mission, it has been our pleasure to sponsor the Texas A&M Black Law Students Association scholarships and awards banquet for two years. The National Black […]

Women and the One Percent: What’s a Woman Got to Do?

By Michelle Connell, CFA | 5 min read It’s 2019, and while women have made great strides toward equality throughout history, the most probable path for a woman to become a member of the elite one percent economic status remains marriage. How can this be? According to a recent survey published in American Sociological Review, […]