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 […]
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, […]
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 […]
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 […]
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.
Michelle Connell, CFA, joined host Stone Payton for the July 16, 2020 episode of Retirement Tips Radio on Business RadioX.