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: Yahoo! Finance

Following Federal Reserve Chairman Powell’s speech on Congress on Tuesday, Michelle Connell, CFA spoke with Yahoo! Finance and gave her thoughts on what Chairman Powell had to say. Click below to take a listen.

“Investments are cheap! Why aren’t you buying?”

Answering a common question from investors in the current state of the market and why I think we should be cautious before we “load the boat.” By Michelle Connell, CFA | 2 min read “Why aren’t you buying?” It’s an important question, but the answer goes much further than current valuations. Before loading the boat, […]

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.