Artemis Financial Advisors is excited to announce that Scott Gillespie has accepted our offer to join the Artemis team. Scott will officially start in his role as Portfolio Manager at the end of May.

Scott brings a wealth of experience supporting the needs of high net worth families, individuals, and small institutions. Most recently, he worked at Little House Capital, a registered investment advisory (RIA), as … Read more

When I was learning to play golf as a teenager, my uncle Jim would always tell me that golf is all about minimizing mistakes. If I wanted to score well, I needed to have good “course management”—that is, understand which shots might get me into big trouble (e.g., water hazards, deep sand traps) and do my best to avoid them.

As J. David Stein writes in … Read more

The IRS and Treasury have extended the deadlines for filing and paying your federal taxes to July 15th. Here’s a handy link to check your state’s tax filing and payment deadlines: https://www.taxadmin.org/state-tax-agencies

You also now have until July 15th to make your 2019 IRA or HSA contributions. It also applies for Archer MSAs.

If you make quarterly estimated payments, your Q1 2020 payment, normally due on … Read more

Artemis Financial Advisors is proud to announce that Mark Haser has earned the designation of CERTIFIED FINANCIAL PLANNER™.   

The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: general financial planning principles, insurance planning, education planning, investment planning, tax planning, … Read more

On December 20, 2019, President Trump signed into law The SECURE Act. The bill is designed to ease the looming retirement savings crisis by creating additional incentives to save for retirement. As with most legislation, the SECURE act comes chock full of niche provisions that will affect relatively few people. That being said, it does have a few more broad-sweeping ones that will almost certainly impact … Read more