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 […]
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 […]
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, […]
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 […]
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 […]
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 […]
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 […]
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 […]
Since the S&P 500’s March drawdown of nearly 35percent, this index has almost retraced the year’s high and is currently four percent positive for the year. However, now may be the time to reevaluate the risks — and opportunities — within your investment portfolio. MarketWatch recently asked me to write an article on this subject. […]
In an article that appeared August 1 in Financial Advisor Magazine, Michelle Connell, CFA gave her insight into the impact this pandemic may have on older workers, and why she encourages those facing early retirement — or even looking at quitting a job now and waiting for the economy to recover — to pump the breaks and consider all factors before making a decision.
