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Category: blog

Financial Planning Strategies for the Blue Wave

October 27, 2020 BY

The financial planning implications of a Biden presidency are extremely broad. Given the expansive nature of the potential changes, I am focusing this post on addressing the  implications of a few of the more impactful tax provisions of the Biden plan. If you’re interested in a broader take on the economic implications of a Biden presidency (“Bidenomics”), see my colleague Leigh Bivings’ article here. With … Read more

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