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Welcome Scott Gillespie

May 4, 2020 BY

Artemis Financial Advisors is excited to announce that Scott Gillespie has accepted our offer to join the Artemis team. Scott will officially start in his role as Portfolio Manager at the end of May.

Scott brings a wealth of experience supporting the needs of high net worth families, individuals, and small institutions. Most recently, he worked at Little House Capital, a registered investment advisory (RIA), as … Read more

POSTED IN: blog, General News

Q1 2020: Market Outlook & Strategy

May 1, 2020 BY

In this quarterly report report, we review the sharp downturn that transpired in Q1 2020; discuss the reasons for the wide variation in returns across equity style and fixed income quality; and report our investment outlook on how we plan to position portfolios in a post-coronavirus world.  

Enjoy the reading and please get in touch if you have any questions.… Read more

Golfing in a Bear Market

April 28, 2020 BY

When I was learning to play golf as a teenager, my uncle Jim would always tell me that golf is all about minimizing mistakes. If I wanted to score well, I needed to have good “course management”—that is, understand which shots might get me into big trouble (e.g., water hazards, deep sand traps) and do my best to avoid them.

As J. David Stein writes in … Read more

POSTED IN: blog, Investing

Peeling Back the Onion on the Student Debt Crisis

April 20, 2020 BY

At a total of $1.6T (and counting), student loan debt is the second largest type of consumer debt in the US, behind only mortgage debt. Not only that, but the upward trend on student debt may be even more alarming than the debt itself. In 2010, there was $760B in student debt, which was equal to the amount of credit card debt.  For comparison, credit card … Read more

Do You Know What Your Number Is?

April 1, 2020 BY

There are three critical numbers that everyone needs to know when developing and executing a financial plan. Read our latest brief to learn what these numbers are and the steps you can take to put them into action.… Read more

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