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
As part of our Women, Money and Impact series, we recently hosted a lunch-and-learn with Dr. Stacey Batista of Sirona Health Advocates. Dr. Batista is a patient advocate—a resource we at Artemis believe to be quite valuable to someone facing a complicated medical diagnosis or perhaps trying to navigate end-of-life care for a family member. I found Dr. Batista when I was recently trying to navigate … Read more
This post is the first of a three-part series on retiree healthcare expenses.
Part 1: Drivers of Retiree Healthcare Expenses
Part 2: Understanding Medicare
Part 3: Factoring in Long-term Care
We are often asked during retirement planning engagements how we estimate retiree healthcare expenses. It’s an important question because healthcare can consume such a large portion of many retirement budgets. What’s more, healthcare expenses can vary … Read more
In this Brief, we explore the connection between health and wealth. In particular, we examine the differences between men and women, both in terms of how they manage their money and the different circumstances that they face. … Read more