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Artemis Market Outlook & Strategy – Q3 2019

October 30, 2019 BY

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 BY

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

What is Financial Planning?

September 26, 2019 BY

Ten years ago, I decided to make a major career change that I knew could have longer-term repercussions and affect my overall financial health. Up to that point, I thought I had been financially savvy by maxing out my retirement savings, tracking my spending, saving for retirement and investing that savings in a range of ways. But I didn’t have a formal financial plan in place. … Read more

Is Social Security Going Broke?

September 13, 2019 BY

Social Security paid out more in retirement and disability benefits in 2018 than it took in via payroll (a.k.a. FICA) taxes. This has been the case each year since 2010 and is only projected to get worse. As a result, many people have become doubtful when it comes to predictions of Social Security’s solvency and long-term benefit payments. However, I tend to be more optimistic. My … Read more

Artemis Market Outlook & Strategy – Q2 2019

August 1, 2019 BY

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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