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 […]
Forbes Finance Council is an Invitation-Only Community for Executives in Accounting, Financial Planning, Wealth and Asset Management, and Investment Firms Fort Worth, Texas (Aug. 25. 2020) — Michelle Connell, CFA, owner of Texas-based wealth management firm, Portia Capital Management, has been accepted into Forbes Finance Council, an invitation-only community for executives in accounting, financial planning, […]
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.
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 […]
Michelle Connell, CFA, joined host Stone Payton for the July 16, 2020 episode of Retirement Tips Radio on Business RadioX.
Are women at an increased risk of experiencing a greater negative financial impact from the coronavirus pandemic?
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 […]
On June 18th, Michelle Connell, CFA was interviewed by Bloomberg Daybreak Australia. Earlier in the day, Ray Dalio, the founder of Bridgewater Associates, the world’s largest hedge fund, voiced his concerns that equity investors will be looking at a “lost decade” due to the pandemic. Click the link below to check out the interview (starting at […]
Following Federal Reserve Chairman Powell’s speech on Congress on Tuesday, Michelle Connell, CFA spoke with Yahoo! Finance and gave her thoughts on what Chairman Powell had to say. Click below to take a listen.
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 […]