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Category: blog

The Long-Term Care Dilemma

July 28, 2020 BY

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

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

 

In this final post of the series, I tackle how you should factor the potential cost of long-term care (LTC) into your overall healthcare expenses.

 

What is long-term care?

 

Long-term care (LTC) typically … Read more

Puzzles and Asset Location Investing

June 24, 2020 BY

My wife gave me this puzzle for Father’s Day this year. My 3-year-old absolutely loves puzzles, so I think we did the puzzle about 10 times the very first day. He can almost do the whole thing by himself. I’ve been teaching him the basic rules for solving a jigsaw puzzle:

  • Put the corners in place first
  • Next try to find the edge pieces and put
Read more

Welcome Scott Gillespie

May 4, 2020 BY

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

Golfing in a Bear Market

April 28, 2020 BY

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

Extended Tax Filing Deadlines

March 31, 2020 BY

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