As real estate investors we often want to ignore investing in stocks. We are leery of financial advisors. In this episode, we talk to Michelle Connell, CFA, and founder of Portia Capital Management. You may have seen her on CNBC or Bloomberg Australia, read one of her articles in Forbes or Market Watch, or seen her quoted in the New York Times.
Today we learn the difference between a CFA and a financial advisor. We talk about why we think more women do not invest or become money managers. Learn about M2 and why Michelle thinks the markets are likely to go higher next year. She also discusses why your financial advisor may not recommend private equity for your portfolio.
Portia Capital Management invests a minimum of 10% of its profits toward the education of children from disadvantaged backgrounds. The goal of Portia’s Children is to give these youth hope through education as a means of moving beyond their economic circumstances. Research shows that high-quality early education is the key to long-term success.
To learn more on how to build resilient wealth, download our free report: 7 Steps To Building Resilient Wealth For Women
