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College Planning and Divorce: Hard to Believe This Rule, But It’s True

July 8, 2014 BY

I have been spending a fair amount of time in the last couple of years learning about the financial implications of divorce, and how best to help couples achieve an equitable and durable divorce financial settlement. The topic is far more complex (and interesting) than I originally thought, and the law is full of peculiarities. Here’s a good example relating to college costs (note: private universities … Read more

Unexpected Benefits of Financial Planning

July 7, 2014 BY

There are many obvious benefits to sitting down with an advisor and developing a comprehensive financial plan. A plan can serve as a useful framework for better decision making and ensure that you are on the right track to achieving your goals whatever they may be. However, here are a few additional benefits that you may not have considered:

Get Organized! Most financial planners require new … Read more

Should You Invest in a Target-Date Fund?

June 22, 2014 BY

We just published a Brief on Target-Date funds today. Target-date funds are one of the fastest growing retirement-focused investment products currently yet recent research indicates few people understand how to use them correctly.

In this brief, we seek to explain what target date funds are, how they work, and how to use them correctly.

Bottom line: We like target-date funds and they are a heck of … Read more

POSTED IN: Investing

“It’s Strangely Quiet Out There – Is a Correction Coming?”

June 22, 2014 BY

John Authors who writes for the Financial Times is one of my favorite pundits on the markets. This week he published a nice article listing what he believes to be the key indicators to help tell us whether a market correction (defined as a top-to-bottom fall of 10 percent or more) is imminent. Below is his list and a quick assessment on which indicators are … Read more

POSTED IN: Market Commentary

Artemis has been profiled in a national publication. Click to read.

May 23, 2014 BY

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POSTED IN: General News