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All posts by Charlotte Malone

At Artemis, Charlotte Malone assists in all wealth management engagements and also performs a variety of financial analyses, research, and client support services.

Our Thoughts on How to Protect Your Personal Information

September 14, 2017

Last week, Equifax released that earlier this year, hackers obtained the personal data of around 143 million people on its system. Equifax, one of the three major credit bureaus, is responsible for creating credit reports; so, if you’ve ever had a credit card, a loan, a credit check, or even just a bank account,  then it’s possible your personal information has been stolen.

A leak of … Read more

Are You Managing Your Credit Score?

July 7, 2017

A low credit score can be expensive in terms of higher interest rates or even denial of credit. In this Brief, we explain the ins and outs of managing one’s credit score and tell you what you can do to improve yours.… Read more

Five Simple Ways to Get the Most Out of Your Wealth Manager

December 1, 2016

Are you getting your money’s worth with your current wealth manager? Here are five simple ways to make sure your advisor is working for you:

Read Your Performance Reports

Or demand them! Your wealth manager should be sending you a report on how your portfolio performed at least every quarter. Not only should this report show your account values but it should compare how your portfolio … Read more