As part of our Women, Money and Impact series, we recently hosted a lunch-and-learn with Dr. Stacey Batista of Sirona Health Advocates. Dr. Batista is a patient advocate—a resource we at Artemis believe to be quite valuable to someone facing a complicated medical diagnosis or perhaps trying to navigate end-of-life care for a family member. I found Dr. Batista when I was recently trying to navigate … Read more

This post is the first of a three-part series on retiree healthcare expenses.

Part 1: Drivers of Retiree Healthcare Expenses
Part 2: Understanding Medicare
Part 3: Factoring in Long-term Care

We are often asked during retirement planning engagements how we estimate retiree healthcare expenses. It’s an important question because healthcare can consume such a large portion of many retirement budgets. What’s more, healthcare expenses can vary … Read more

In this Brief, we explore the connection between health and wealth. In particular, we examine the differences between men and women, both in terms of how they manage their money and the different circumstances that they face. … Read more

In this Brief, we provide an overview of how robo-advisors work, explain the key difference between robo-advisors and traditional financial advisors, and discuss when, how and for whom the use of robo-advisors can be beneficial.… Read more

In our most recent Market Outlook & Strategy Report, we discussed the issue of climate change and how investing in Environmental,  Social, and Governance (ESG) funds can help create a positive impact in this area.  We also reviewed some of the more recent research on ESG and financial performance, most of which shows a strong correlation between good ESG practices and financial outperformance over time.  

This companion piece looks at five of the leading US large capitalization ESG index-based funds. 

In it, we begin by profiling how each fund is … Read more