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Should You Borrow From Your Retirement Plan to Buy a Home?

July 13, 2016 BY

Attached is a Brief about the ins and outs of borrowing from one’s retirement plan to make a real estate purchase.  We at Artemis are seeing more and more folks who want to purchase a home but whose pot of savings is “stuck” in their retirement account. The good news is that one can indeed borrow from a 401k type plan but it comes at a … Read more

Brexit is Not 2008 All Over Again

June 28, 2016 BY

As one very well-respected British commentator (Martin Wolf) remarked over the weekend, “The hinge between the EU and the English-speaking powers has been snapped. This [Brexit] is probably the most disastrous single event in British history since the second world war.”

Brexit is very sad news but from a global economic standpoint there are no signs that the vote will precipitate another 2008. I can’t stress … Read more

Q1 2016: Market Outlook and Strategy Report

May 11, 2016 BY

Today we are releasing our Q1 2016 Market Outlook and Strategy Report.  In this issue,  we review the tumultuous quarter we experienced and its impact on our strategies.

We also provide a discussion of the promise and pitfalls of negative nominal interest rates, the newest addition to the arsenal of the European and Japanese central banks. While we don’t think the U.S. is going to … Read more

Artemis is a Fiduciary!

April 7, 2016 BY

Some good news! If Artemis manages your retirement account, the new DOL rule has no impact on you because we are already a fiduciary and put your interests above our own. And we do so for all of your assets, not just your retirement accounts! Hurrah.

What am I talking about? Yesterday the Department of Labor announced the final version of a new fiduciary rule, which … Read more

Are You Maximizing the HSA Opportunity?

March 7, 2016 BY

As most of you know, the taxes you pay on your investments and when you pay them can matter a lot to your ultimate bottom line. That’s why we all tend to jump at the opportunity to save in a 401k account and/or open a Roth IRA when we can. Now there is even a better option called a Health Savings Account (HSA). Available to … Read more

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