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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

New Subscription-based Fee Options

September 17, 2019 BY

Financial Planning

Artemis is pleased to announce that we now offer subscription-based financial planning, suitable to those who want implementation support and ongoing coaching, in addition to financial plan development. While many of you are comfortable implementing your plan recommendations and ensuring you stay on track, we increasingly find that some of you would like the ability to check in on a regular basis with a … Read more

POSTED IN: blog, General News

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

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