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Cybersecurity Tips for the New Year

December 19, 2018 BY

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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Women, Money and Impact

December 4, 2018 BY

Having worked in financial services for over 28 years, I’ve often observed some gendered differences in the workplace, in investing and even in how individuals think and talk about money (or for that matter don’t talk about money). But it was this New York Times piece, Money is Power and Women Need More of Both, out earlier this year, that really captured the true essence … Read more

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

November 8, 2018 BY

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

How Much Does it Cost to Own a Vacation Home?

September 13, 2018 BY

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

Q2 2018: Technology Investing – Is This Time Different?

August 10, 2018 BY

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

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