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All posts by Karen Carr

CEO Leigh Bivings Receives 2015 Five Star Wealth Manager Award

February 18, 2015

Artemis is pleased to announce that CEO Leigh Bivings was named a recipient of the 2015 Five Star Wealth Manager Award. The Five Star Wealth Manager designation is given to select wealth managers in 45 markets throughout the U.S. and Canada. The purpose of the award is to differentiate those wealth managers who excel in client retention and satisfaction.

The Five Star Professional research team … Read more

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The Cost of Raising a Child

September 17, 2014

We are often asked by clients to help estimate the expected costs of starting a family or having another child. Although there are many factors that go into a family’s actual spending, we turn to USDA Expenditures on Children by Families Report to provide a baseline cost estimate for our clients.

Since 1960, the USDA has taken data from the Consumer Expenditure Survey and updated these … Read more

Tips For Paying Off Your Student Loan

August 27, 2014

Student Loans

You may have all heard by now we are facing a student loan crisis. The total outstanding student loan balance is over $1.0 trillion. What’s worse still is 11.5% of this debt is over 90 days delinquent or in default and this number has been on the rise since 20031. So although student loans are often categorized as “good debt” (as opposed to something … Read more

Unexpected Benefits of Financial Planning

July 7, 2014

There are many obvious benefits to sitting down with an advisor and developing a comprehensive financial plan. A plan can serve as a useful framework for better decision making and ensure that you are on the right track to achieving your goals whatever they may be. However, here are a few additional benefits that you may not have considered:

Get Organized! Most financial planners require new … Read more