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, […]