Where Should Investors Put Their Money?

How to diversify your portfolio for retirement Valuations, inflation and taxes are all simultaneously rising. These are wreaking havoc on retirement portfolios’ risk and therefore the stability of families’ ability to retire. Already, 2021 is a completely different playing field than 2020. Domestic stocks —all of them — are close to all-time highs. Last year, […]

The Pandemic’s Heavy Toll on Women

Contribution to Financial Advisor Magazine by Michelle Connell In the last year, women’s professional and economic situations have been shattered due to the pandemic. In the past few months, the situation has deteriorated further. I recently had the opportunity to contribute to an article on this topic published in Financial Advisor magazine. The article takes […]

Michelle Connell to Serve as Moderator at Marcus Evans Private Wealth Management & Real Estate Investors Online Summit

Panel Topics include Expert Outlook on the 2021 Economy and Financial Markets and Alternative Investment Strategies Fort Worth, Texas, March 10, 2021 – Michelle Connell, CFA, President and Owner of Portia Capital Management, LLC has been invited to moderate two panels during the premium Marcus Evans Private Wealth Management & Real Estate Investors Online Summit, […]

The GameStop Pop: What Really Happened?

By Michelle Connell, CFA On Wednesday, January 27, Dallas Business Journal weighed in on the trading mania surrounding GameStop, a firm headquartered in Dallas.  Portia Capital Management’s opinion was one of those that was reflected in this article. (Thank you, Brian Womack for reaching out to us.) Of course, everyone — professional and amateur investors […]

Happy Holidays from Portia Capital Management!

Here’s a look at our year in review. This year has certainly been one for the books, has it not? While 2020 has been unusual, and even difficult for many, we remain filled with gratitude for our many blessings. If 2020 taught us anything, it’s that it is the simple things — like giving, kindness […]

Marcus Evans Private Wealth Management Summit Moves Online Amid Coronavirus Concerns

Michelle Connell, President of Portia Capital Management, to serve as moderator on investment panel during the online event Fort Worth, Texas, December 2, 2020 – Michelle Connell, CFA, President and Owner of Portia Capital Management, LLC has been invited to moderate a panel during the premium Marcus Evans Private Wealth Management Online Summit, December 8-9, […]

Making Financial Decisions When You Don’t Have All the Facts

A contribution to The New York Times While the Presidential election has come and gone, we still don’t know how much the tax code will be changed. Should you sell your family business, sell appreciated stock or leave money now to your heirs? And where does the stock market fit into these decisions? Michelle Connell, […]

My Worst Investment Ever

I’d like to invite you to listen to my interview with Andrew Stotz, PhD, CFA, CEO of A. Stotz Investment Research and former President of CFA Society Thailand. Stotz is the host of “My Worst Investment Ever” podcast. During the interview, I shared my story of investment loss that motivated me to keep growing and […]

In the News: CNBC with Tyler Mathisen

On Friday, November 6, Michelle Connell, CFA spoke with CNBC’s Tyler Mathisen to discuss the market reaction following the presidential election. What does this mean for stocks? What could potential gridlock with Congress do for the market? How should investors position themselves in the market right now, and what industries can we expect to have upside in […]

History Lessons from Presidential Elections of the Past: What They Can and Cannot Tell You About Investing

By Michelle Connell, CFA | 8 min read Once the winner is known, how will the markets perform for the rest of 2020 as well as 2021?  What industries and stocks will have more opportunity for upside? And how will the Pandemic make it different this time versus history? History typically provides a good indication […]