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 […]

How to Keep Your Clients Happy, Even During the COVID-19 Crisis

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 […]

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. […]

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: Forbes’ Editors Pick

How investors are to proceed in the post-COVID economy “The ability to estimate earnings for 2020 just went out the window.” Have you or your organization been wondering what your next investing move is in this volatile, COVID-19 economy? What’s the smartest move? Is now the time to buy? Check out this recent Editors’ Pick article […]

In the News: Traders Magazine

A look at what investors should do in the current market environment By Michelle Connell, CFA | 1 min read I recently had the opportunity to talk with John D’Antona Jr., of Traders Magazine about the current market environment amid the coronavirus pandemic. We discussed how investors should navigate the equity market, opportunities for making […]

COVID-19 Market Update: What Are We to Do?

COVID-19 has rocked the stock markets and the global economy. What is the best next step for investors? Here’s what you can do to minimize your downside.