Artemis Advisors Logo

CEO Leigh Bivings Receives 2019 Five Star Wealth Manager Award

February 6, 2019 BY

Artemis is pleased to announce that CEO Leigh Bivings has again been named a recipient of the Five Star Wealth Manager Award. The Five Star Wealth Manager designation is given to select wealth managers in 45 markets throughout the U.S. and Canada. The purpose of the award is to differentiate those wealth managers who excel in client retention and satisfaction.

To receive the Five Star … Read more

POSTED IN: blog, General News

Cybersecurity Tips for the New Year

December 19, 2018 BY

With just a few weeks left in 2018, it’s of course a great time to review your finances and make sure you start 2019 off on the right foot. It’s also a great time to review each of your online accounts and bolster your security measures (as the hackers in cyberspace are always inventing new schemes and techniques to defraud you!). With that in mind, here … Read more

POSTED IN: blog tagged with: ,

Women, Money and Impact

December 4, 2018 BY

Having worked in financial services for over 28 years, I’ve often observed some gendered differences in the workplace, in investing and even in how individuals think and talk about money (or for that matter don’t talk about money). But it was this New York Times piece, Money is Power and Women Need More of Both, out earlier this year, that really captured the true essence … Read more

Q3 2018: The Resiliency of Globally-diversified, Balanced Portfolios

November 8, 2018 BY

Today we are publishing our Q3 investment report. This issue focuses on ‘globally-diversified balanced investing’. Globally-diversified balanced portfolios are ones that hold both U.S. and foreign equities, including those in emerging markets, and that also hold a diversified range of fixed-income securities and real estate to balance the equity risk. This is how Artemis invests its clients’ assets.

Our discussion centers on why such portfolios provide … Read more

How Much Does it Cost to Own a Vacation Home?

September 13, 2018 BY

Real estate has been a major topic in almost all of our recent financial planning engagements. We have tackled a variety of scenarios, including whether to rent vs. buy, the pros and cons associated with real estate investing, and trading up for a larger home.

Today we are publishing content about the costs of owning a vacation home. In this research, we focused on uncovering the … Read more

Artemis Financial Advisors