Artemis Advisors Logo

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.

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

Put Your Leftover 529 Funds to Use

May 17, 2018

One of the biggest challenges that our clients have with saving for college is determining how much to save each year. And because future college costs are difficult to predict, you will likely find your 529 account with either leftover money or not enough money by the time your child’s college years are coming to an end. So, what do you do in the event Read more