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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.

Q3 2018: The Resiliency of Globally-diversified, Balanced Portfolios

November 8, 2018

Today we are publishing our Q3 investment report. This issue focuses on ‘globally-diversified balanced investing’. Globally-diversified balanced portfolios are ones that hold both U.S. and foreign equities, including those in emerging markets, and that also hold a diversified range of fixed-income securities and real estate to balance the equity risk. This is how Artemis invests its clients’ assets.

Our discussion centers on why such portfolios provide … Read more

Q2 2018: Technology Investing – Is This Time Different?

August 10, 2018

We are today publishing our latest Market Outlook and Strategy report for Q2 2018.

In this report we continue our discussion regarding “thematic” investing and Artemis’ approach to capturing value in this way. In particular, we respond to some healthy skepticism from some clients over the biggest claims made regarding the current wave of technological innovation. We also flesh out the view that most of the … Read more

Sean Beznicki, CFA, M.B.A.

August 7, 2018

Sean joined Artemis as an investment advisor in 2018. He has significant experience providing comprehensive wealth management services to high net worth individuals, families, trusts and foundations.  Prior to joining Artemis, Sean worked at a financial services firm and specialized in independent investment consulting services including asset allocation, portfolio management, and market research.

Sean is a Chartered Financial Analyst® (CFA) charterholder and has an M.B.A from … Read more

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Artemis Q1 2018 Market Report – The Rise of Thematic Investing

May 10, 2018

Dear Friends of Artemis,

Attached please find our market report for Q1 2018.  As many of you know, the most salient feature of the markets during the quarter was the return of volatility. Volatility was triggered by inflationary fears and rising interest rates, although the overall response was somewhat muted by continued decent economic growth and rather amazing corporate earnings reports.

In this report, we focus … Read more

How Much Does it Cost to Raise a Child?

April 6, 2018

Today we are publishing some content relevant to those of you embarking on the wonderful journey of raising a family.

We have been doing quite a bit of planning work with younger families recently and have gathered some fairly eye-opening data on how much families can expect to spend to get their junior through college.  Bottom line:  with private schooling and college included, you are looking … Read more

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