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All posts by Mark Haser

Mark Haser, M.B.A., is a financial planner at Artemis Advisors. His areas of interest include retirement and education planning, risk management, and cash flow management.

New Offering: Basics of Personal Finance Course

February 15, 2019

Artemis is pleased to announce a new service offering designed to teach young professionals the basics of personal finance. Taught by a member of the Artemis team, the course covers everything a recent graduate needs to know to begin to manage their financial affairs responsibly.

Topics Covered:

  • How to establish a budget and savings goals
  • Principles of sound investing
  • Managing credit and debt
  • How to optimize
Read more

Cybersecurity Tips for the New Year

December 19, 2018

With just a few weeks left in 2018, it’s of course a great time to review your finances and make sure you start 2019 off on the right foot. It’s also a great time to review each of your online accounts and bolster your security measures (as the hackers in cyberspace are always inventing new schemes and techniques to defraud you!). With that in mind, here … Read more

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How Much Does it Cost to Own a Vacation Home?

September 13, 2018

Real estate has been a major topic in almost all of our recent financial planning engagements. We have tackled a variety of scenarios, including whether to rent vs. buy, the pros and cons associated with real estate investing, and trading up for a larger home.

Today we are publishing content about the costs of owning a vacation home. In this research, we focused on uncovering the … Read more

Maximize Your Return On Cash

July 26, 2018

In a recent blog post, we shared some strategies for maintaining an emergency fund and reasons why you may not even need one at all. The downside of a large emergency fund is what’s known as “cash drag”—the very low (often negative) real rate of return on cash that drags down your investment portfolio’s overall rate of return. However, there are valid situations where a … Read more

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How We Think About Emergency Funds

June 20, 2018

Most clients come to us having heard the adage of keeping three to six months’ worth of expenses in cash as an emergency fund. For affluent families, this rule of thumb can mean sidelining well over $100,000. While it can be comforting to know you have plenty of money to cover the unexpected, doing so comes with the opportunity cost of missing out on significant Read more

Emergency Fund
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