Artemis Advisors Logo

Artemis Market Outlook & Strategy – Q2 2019

August 1, 2019 BY

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

POSTED IN: Artemis Q Reports

Meet Patient Advocate, Dr. Stacey Batista

August 1, 2019 BY

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

POSTED IN: blog

Retiree Healthcare Expenses (Part 1)

August 1, 2019 BY

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

POSTED IN: blog

The Health-Wealth Connection and Gender Differences

July 25, 2019 BY

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

Robo-Advisors vs. Traditional Financial Advisors

July 25, 2019 BY

In this Brief, we provide an overview of how robo-advisors work, explain the key difference between robo-advisors and traditional financial advisors, and discuss when, how and for whom the use of robo-advisors can be beneficial.… Read more

Artemis Financial Advisors