As real estate investors, we often want to ignore investing in stocks, and we might be 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, Bloomberg Australia, or read one of her articles in Forbes or Market Watch. She has also been 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. Tune in to learn why Michelle thinks the markets are likely to go higher next year and 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.
Enjoy the FREE report 7 Steps To Building Resilient Wealth
Connect with Michelle!
LinkedIn: https://bit.ly/3f0URFO
Instagram: https://bit.ly/3osVzPd
Portia Capital Website: https://bit.ly/3bDSQ02
