As part of our Women, Money and Impact series, we recently hosted a lunch-and-learn with business psychologist Camille Preston, CEO of AIM Leadership. Our luncheon topic was bandwidth management – how to manage our time, energy, and attention to not only stay abreast of work but also to plan and think strategically. Failing to manage bandwidth impacts everything, especially the ability to effectively prepare, work at … Read more
Future investment rate of return is a crucial input for any financial plan. Read this Brief to learn what drives investment expectations and what we at Artemis view as a reasonable rate of return in a balanced portfolio for the next ten years.… Read more
In this final edition of our quarterly reports for 2019, we review what transpired in the markets during Q4 and provide an overall assessment of last year. We also provide our outlook for 2020 and corresponding Artemis investment strategy.
Enjoy the reading and please get in touch if you have any questions.… Read more
On December 20, 2019, President Trump signed into law The SECURE Act. The bill is designed to ease the looming retirement savings crisis by creating additional incentives to save for retirement. As with most legislation, the SECURE act comes chock full of niche provisions that will affect relatively few people. That being said, it does have a few more broad-sweeping ones that will almost certainly impact … Read more
This Brief explores the many considerations of traveling abroad as a Medicare recipient. Does Medicare provide any benefits for extended international travel? What if you need emergency surgery or prescription medication? These are some of the questions I answer in our latest Brief: Medicare and Traveling — Do You Need Extra Insurance?