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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.

Market Outlook and Strategy for 2020

January 28, 2020

In this final edition of our quarterly reports for 2019, we review what transpired in the markets during Q4 and provide an overall assessment of last year. We also provide our outlook for 2020 and corresponding Artemis investment strategy.

Enjoy the reading and please get in touch if you have any questions.… Read more

POSTED IN: Artemis Q Reports

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?

 … Read more

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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
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