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Category: blog

New Offering: Basics of Personal Finance Course

February 15, 2019 BY

Artemis is pleased to announce a new service offering designed to teach young professionals the basics of personal finance. Taught by a member of the Artemis team, the course covers everything a recent graduate needs to know to begin to manage their financial affairs responsibly.

Topics Covered:

  • How to establish a budget and savings goals
  • Principles of sound investing
  • Managing credit and debt
  • How to optimize
Read more

Market Outlook and Strategy for 2019

February 6, 2019 BY

Attached is our market outlook report for 2019. In this edition, we outline our views on how markets may evolve in 2019; discuss the (many) risks to our views; and, summarize how we are positioning client portfolios. It is going to be an interesting year to say the least…

Enjoy the reading and please get in touch if you have any questions.… Read more

CEO Leigh Bivings Receives 2019 Five Star Wealth Manager Award

February 6, 2019 BY

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

Cybersecurity Tips for the New Year

December 19, 2018 BY

With just a few weeks left in 2018, it’s of course a great time to review your finances and make sure you start 2019 off on the right foot. It’s also a great time to review each of your online accounts and bolster your security measures (as the hackers in cyberspace are always inventing new schemes and techniques to defraud you!). With that in mind, here … Read more

Women, Money and Impact

December 4, 2018 BY

Having worked in financial services for over 28 years, I’ve often observed some gendered differences in the workplace, in investing and even in how individuals think and talk about money (or for that matter don’t talk about money). But it was this New York Times piece, Money is Power and Women Need More of Both, out earlier this year, that really captured the true essence … Read more

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