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 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