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, […]
I’d like to invite you to listen to my interview with Andrew Stotz, PhD, CFA, CEO of A. Stotz Investment Research and former President of CFA Society Thailand. Stotz is the host of “My Worst Investment Ever” podcast. During the interview, I shared my story of investment loss that motivated me to keep growing and […]
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 […]
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 […]
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 […]
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 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?