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All posts by Leigh Bivings

Leigh Bivings, Ph.D., CFP® and CDFA™ is the founder of Artemis Advisors and serves as the firm’s Chief Executive Officer. As CEO, she sets the firm’s overall direction and its investment strategy.

Artemis Market Outlook & Strategy – Q3 2019

October 30, 2019

In this report, we discuss how asset allocation affects portfolio durability in retirement when most investors are taking regular distributions. We update a study that was conducted almost a decade ago that found more diversified portfolios are superior to more conventional retirement portfolios, both from a risk and return perspective. … Read more

POSTED IN: Artemis Q Reports, blog

Should You Buy An Annuity For Retirement Income?

October 16, 2019

Annuities are an important source of retirement income for many retirees. But when does it make sense to purchase an annuity? Read our latest Brief to learn all about the pros and cons of annuities and whether you should consider buying one. … Read more

Artemis Market Outlook & Strategy – Q2 2019

August 1, 2019

In this report, we discuss the challenges associated with making good asset allocation choices late in the business cycle when investors start to get skittish and growth slows. We also discuss how various “tilts” have fared recently, including our structural tilt toward value versus growth and smaller companies versus larger companies.… Read more

POSTED IN: Artemis Q Reports

Sustainable Investing – Fund Selection

May 1, 2019

In this issue, we take a close look at the leading U.S. large company passively-managed ESG (Environmental, Social and Governance) funds – funds that seek to overweight (i.e., reward) companies that are embracing ESG best practices. We also review some of the more recent research on ESG and financial performance, most of which show a strong correlation between good ESG practices and financial outperformance over time. … Read more

Is Permanent Life Insurance A Good Way to Save for Retirement?

April 4, 2019

Over the past year, we’ve had an uptick in clients coming to us with permanent life insurance (e.g. whole life or universal life) questions.  As a result, we took a hard look at how such policies work and why and whether it might be beneficial to own some for savings purposes, even when there isn’t a truly permanent life insurance need. The attached is what we learned. … Read more

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