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Q1 2017 Market Outlook and Strategy Report

May 15, 2017 BY

Today we distribute our Q1 investment report, which summarizes how the market unfolded during the quarter and what portfolio strategies we are pursuing.

We also focus our attention on two key Trump Administration policies – restrictive immigration and trade protectionism, and explain why both are misguided and threaten future economic and stock market growth.

Enjoy the light reading!… Read more

Q4 2016 Market Outlook and Strategy Report

February 23, 2017 BY

In this issue, we review the quarter and the entire year in the markets and also detail why Artemis portfolios performed so well in 2016.  We also outline our investment strategy for 2017.  Enjoy the reading!… Read more

POSTED IN: Artemis Q Reports, blog

Should You Make After-tax Contributions to Your Retirement Plan?

January 19, 2017 BY

This Brief will be interesting to those who are already contributing the maximum amount of pre-tax dollars ($18,000 annually for those under age 50, $24,000 to those over the age of 50) to their workplace retirement plan but who are looking to save more tax-efficiently. Due to a new IRS ruling, making after-tax contributions to a workplace retirement plan is now a really good idea. The … Read more

Five Simple Ways to Get the Most Out of Your Wealth Manager

December 1, 2016 BY

Are you getting your money’s worth with your current wealth manager? Here are five simple ways to make sure your advisor is working for you:

Read Your Performance Reports

Or demand them! Your wealth manager should be sending you a report on how your portfolio performed at least every quarter. Not only should this report show your account values but it should compare how your portfolio … Read more

POSTED IN: blog

2016 Q3 Market Outlook and Strategy Report

November 7, 2016 BY

Today we distribute our Q3 investment report, which summarizes how the market unfolded during the quarter and what portfolio strategies we are pursuing.

We also focus our attention  on trade politics and the Presidential election, with an attempt to review who have been the winners and losers of the massive increase in global trade over the last 20 years, and why we are seeing more opposition … Read more