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, […]

In the News: CNBC with Tyler Mathisen

On Friday, November 6, Michelle Connell, CFA spoke with CNBC’s Tyler Mathisen to discuss the market reaction following the presidential election. What does this mean for stocks? What could potential gridlock with Congress do for the market? How should investors position themselves in the market right now, and what industries can we expect to have upside in […]

In the News: Bloomberg Daybreak Australia

It was a pleasure to be interviewed by Shery Ahn and Haidi Stroud Watts of Bloomberg Daybreak Australia this Monday, Sept. 28. During the interview, we discussed the continued market volatility resulting from the uncertainty of additional U.S. fiscal stimulus for the pandemic and the upcoming contentions U.S. Presidential Election, as well as individual stock ideas in the U.S. […]