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Do You Know What Your Number Is?

April 1, 2020 BY

There are three critical numbers that everyone needs to know when developing and executing a financial plan. Read our latest brief to learn what these numbers are and the steps you can take to put them into action.… Read more

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Extended Tax Filing Deadlines

March 31, 2020 BY

The IRS and Treasury have extended the deadlines for filing and paying your federal taxes to July 15th. Here’s a handy link to check your state’s tax filing and payment deadlines: https://www.taxadmin.org/state-tax-agencies

You also now have until July 15th to make your 2019 IRA or HSA contributions. It also applies for Archer MSAs.

If you make quarterly estimated payments, your Q1 2020 payment, normally due on … Read more

POSTED IN: blog

Mark Haser Earns CFP® Designation

March 11, 2020 BY

Artemis Financial Advisors is proud to announce that Mark Haser has earned the designation of CERTIFIED FINANCIAL PLANNER™.   

The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: general financial planning principles, insurance planning, education planning, investment planning, tax planning, … Read more

POSTED IN: blog, General News

Meet Business Psychologist, Camille Preston, PhD, PCC

February 20, 2020 BY

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

Investment Returns: What’s in Store for the Next Decade?

January 29, 2020 BY

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

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