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, CFA and President of Portia Capital Management had the privilege of contributing her opinion on these subjects in last Saturday’s “Wealth Matters” column in The New York Times, authored by Paul Sullivan. Michelle weighed in with some heavy hitters, including the CIO of Willmington Trust, the Chief Fiduciary Officer for Northern Trust and nationally recognized family law experts.

If you’re wondering how to best prepare your investment portfolio and tax situation for the new year, this is a must read!

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About Portia Capital Management
Michelle Connell, CFA is the President and Owner of Portia Capital Management, LLC, the only Registered Investment Advisory firm in DFW to be founded by a female CFA. Ms. Connell is one of the highest-rated finance professors in the United States, currently serving as an adjunct professor at The University of Texas in Dallas and teaching the CFA Review for the DFW CFA Society. Ms. Connell works with her students and private clients to understand the value of crafting a portfolio that includes conventional products as well as alternative assets, including private equity, private debt and real estate, and allows investment portfolio creation with greater downside protection and more consistent returns. 

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