In the News: ABC 10 Sacramento

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 […]

Does Early Retirement Really Make Sense?

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.

In the News: U.S. News & World Report and Financial Advisor

National Publications Seek Expertise of Texas-Based CFA Concerning the Uncertain Times Facing Investors FOR IMMEDIATE RELEASE                                                                                   Fort Worth, Texas, April 16, 2020 – The COVID-19 pandemic has sent the global economy spiraling downward. US markets have experienced the greatest losses since the Great Recession of 2008. Unemployment numbers are climbing rapidly  — 5.2 million more […]