Artemis Advisors Logo

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

Maximize Your Return On Cash

July 26, 2018 BY

In a recent blog post, we shared some strategies for maintaining an emergency fund and reasons why you may not even need one at all. The downside of a large emergency fund is what’s known as “cash drag”—the very low (often negative) real rate of return on cash that drags down your investment portfolio’s overall rate of return. However, there are valid situations where a … Read more

POSTED IN: blog, General Financial Planning tagged with: ,

How We Think About Emergency Funds

June 20, 2018 BY

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 BY

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

Artemis Financial Advisors