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Do Parents Favor Boys When Saving for College?

November 2, 2017 BY

It’s hard to believe in this day and age but the answer is yes, according to a recent survey of American families with children aged 8 to 14 sponsored by the financial company T. Rowe Price.  And the numbers are pretty startling:

  1. 50% of the parents who only have boys are saving for college expenses, while only 39% of the parents of all girls are saving;
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Our Thoughts on How to Protect Your Personal Information

September 14, 2017 BY

Last week, Equifax released that earlier this year, hackers obtained the personal data of around 143 million people on its system. Equifax, one of the three major credit bureaus, is responsible for creating credit reports; so, if you’ve ever had a credit card, a loan, a credit check, or even just a bank account,  then it’s possible your personal information has been stolen.

A leak of … Read more

Q2 2017 Market Outlook and Strategy

September 6, 2017 BY

In this quarterly report, we focus on whether the bull market is about to turn.  We argue that the bull market is not yet over.  Read the report to find out why!  We also discuss what happened in the second quarter of the year and how we are currently positioning our portfolios.… Read more

Roth IRAs For Kids and Grandkids!

September 6, 2017 BY

If you have kids or grandkids who earned some money this summer or who might in the future, this Brief is for you. I actually got the idea from a client of ours who has been doing this for her grandchildren for several years, splitting her $14k allowable gift for each child between a Roth IRA account (when the grandkids have some earned income) and a … Read more

POSTED IN: blog, General Financial Planning tagged with:

Artemis Introduces Sustainable Investing

July 27, 2017 BY

Artemis has recently introduced sustainable investing as an option for interested clients. Below is a brief review of the concept, a discussion of some recent trends, and an explanation about how we are approaching the opportunity.

Sustainable investing is not new.[1] Indeed, many individual clients and institutions have long expressed their values in one way or another via their investment decisions. Traditionally, this has taken … Read more

POSTED IN: blog, Investing
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