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Sustainable Investing – Fund Selection

May 1, 2019 BY

In this issue, we take a close look at the leading U.S. large company passively-managed ESG (Environmental, Social and Governance) funds – funds that seek to overweight (i.e., reward) companies that are embracing ESG best practices. We also review some of the more recent research on ESG and financial performance, most of which show a strong correlation between good ESG practices and financial outperformance over time. … Read more

Is Permanent Life Insurance A Good Way to Save for Retirement?

April 4, 2019 BY

Over the past year, we’ve had an uptick in clients coming to us with permanent life insurance (e.g. whole life or universal life) questions.  As a result, we took a hard look at how such policies work and why and whether it might be beneficial to own some for savings purposes, even when there isn’t a truly permanent life insurance need. The attached is what we learned. … Read more

Hidden Differences in Target Date Funds

February 26, 2019 BY

Target Date Funds are mutual funds that automatically adjust their asset allocation over time as they approach a specified “target date,” often retirement or college. Since the funds adjust themselves over time, you can hold them for the long-term while taking a “hands-off” approach. This can help you reduce the risk of behavioral errors while also simplifying your investment portfolio. However, this is not to say … Read more

POSTED IN: blog, Investing

New Offering: Basics of Personal Finance Course

February 15, 2019 BY

Artemis is pleased to announce a new service offering designed to teach young professionals the basics of personal finance. Taught by a member of the Artemis team, the course covers everything a recent graduate needs to know to begin to manage their financial affairs responsibly.

Topics Covered:

  • How to establish a budget and savings goals
  • Principles of sound investing
  • Managing credit and debt
  • How to optimize
Read more

Market Outlook and Strategy for 2019

February 6, 2019 BY

Attached is our market outlook report for 2019. In this edition, we outline our views on how markets may evolve in 2019; discuss the (many) risks to our views; and, summarize how we are positioning client portfolios. It is going to be an interesting year to say the least…

Enjoy the reading and please get in touch if you have any questions.… Read more

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