April is always a busy month at Artemis. With Tax Day upon us, Marathon Monday, Earth Day and first quarter performance reporting, April is anything but dull. This year, there were a couple of additional items to add to the April agenda, as we made room for two memorable events focused on sustainable investing.
Today we are publishing some content relevant to those of you embarking on the wonderful journey of raising a family.
We have been doing quite a bit of planning work with younger families recently and have gathered some fairly eye-opening data on how much families can expect to spend to get their junior through college. Bottom line: with private schooling and college included, you are looking … Read more
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
Below is a copy of a note I recently sent to our investment management clients about the market’s recent turbulence. We thought it might be of interest to share more widely.
Seeing Past the Noise
Okay, it’s been a lousy week as markets have gyrated back and forth. It’s always hard to pinpoint the exact trigger behind a market jolt, but we all know the market … Read more
Today we are publishing our 2017 Q4 investment report. It was a stellar year for anyone that had any money in the stock market and I hope that includes most of you. In this report, we review what happened during the year and why. We also discuss our views for 2018 and how we are positioning portfolios.
Enjoy the reading!… Read more