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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.

Medicare and Travel Health Insurance

January 2, 2020

This Brief explores the many considerations of traveling abroad as a Medicare recipient. Does Medicare provide any benefits for extended international travel? What if you need emergency surgery or prescription medication? These are some of the questions I answer in our latest Brief: Medicare and Traveling — Do You Need Extra Insurance?

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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

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