This Brief will be interesting to those who are already contributing the maximum amount of pre-tax dollars ($18,000 annually for those under age 50, $24,000 to those over the age of 50) to their workplace retirement plan but who are looking to save more tax-efficiently. Due to a new IRS ruling, making after-tax contributions to a workplace retirement plan is now a really good idea. The … Read more
Are you getting your money’s worth with your current wealth manager? Here are five simple ways to make sure your advisor is working for you:
Read Your Performance Reports
Or demand them! Your wealth manager should be sending you a report on how your portfolio performed at least every quarter. Not only should this report show your account values but it should compare how your portfolio … Read more
Today we distribute our Q3 investment report, which summarizes how the market unfolded during the quarter and what portfolio strategies we are pursuing.
We also focus our attention on trade politics and the Presidential election, with an attempt to review who have been the winners and losers of the massive increase in global trade over the last 20 years, and why we are seeing more opposition … 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.
The Five Star Professional research… Read more
S&P Global just published its semi-annual report on fund manager returns and the results must make stock-pickers cringe. For the year ending June 30th, 2016 a whopping 90.2 per cent of the actively-managed US mutual funds that invest in domestic equities were beaten by their benchmarks when the returns are calculated net of fees. Let’s remember, this last year was highly volatile with a market swoon … Read more