Inflation: Is This a “Non-Transitory Problem or Will It Put an End to the Investment Markets’ Party?

Recently, Portia Capital Management owner, Michelle Connell, CFA, had the privilege of sharing our opinion on this subject with two news media outlets.  The Asahi Shimbum, one of the top three news papers in Tokyo, is our first quote in the foreign press. CNN was also added to our list of domestic media contributions. On […]

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.

May Market Update and Why You Need Active Investment Management

By Michelle Connell, CFA | 6 min read Markets are up 17.5 percent year-to-date! That’s a lot for a four month investment return, right? Perhaps not when we consider that the S&P 500 is basically back to zero from the fourth quarter correction. While you are probably happier looking at your April 30 investment statements, […]