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 […]

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 […]