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 […]

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 […]

Take a Play from the Experts’ Playbook

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. […]

Does Early Retirement Really Make Sense?

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.

Considering Early Retirement? Here’s How to Prepare

By Michelle Connell, CFA | 2 min read The coronavirus pandemic has hit workers over age 55 especially hard. Many have lost their jobs due to COVID-19, and of those who managed to retain employment, many are considering early retirement. According to AARP, the total number of workers ages 55+ in the U.S. economy dropped […]

In the News: Dallas Business Journal

Last week, Michelle Connell, President and Owner of Portia Capital Management was featured in the Dallas Business Journal. The article highlights the differences and competitive advantages our firm brings to our clients. Michelle’s unique and nationally-recognized background in private equity and alternative investments has not only provided her with the ability to utilize assets typically not used […]

In the News: Where Are the Best Opportunities for Investors in 2020?

As of June 1, the S&P 500 has recovered nearly 80% of its March losses. Are there still good investment opportunities for private investors? Learn more in my interview with InvestmentNews. During these last few months, the market has resembled a roller coaster with its highs and lows. These huge fluctuations leave investors wondering what to do […]

“Investments are cheap! Why aren’t you buying?”

Answering a common question from investors in the current state of the market and why I think we should be cautious before we “load the boat.” By Michelle Connell, CFA | 2 min read “Why aren’t you buying?” It’s an important question, but the answer goes much further than current valuations. Before loading the boat, […]