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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.

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

New Subscription-based Fee Options

September 17, 2019

Financial Planning

Artemis is pleased to announce that we now offer subscription-based financial planning, suitable to those who want implementation support and ongoing coaching, in addition to financial plan development. While many of you are comfortable implementing your plan recommendations and ensuring you stay on track, we increasingly find that some of you would like the ability to check in on a regular basis with a … Read more

POSTED IN: blog, General News

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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