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Category: blog

How Much Does it Cost to Raise a Child?

April 6, 2018 BY

Today we are publishing some content relevant to those of you embarking on the wonderful journey of raising a family.

We have been doing quite a bit of planning work with younger families recently and have gathered some fairly eye-opening data on how much families can expect to spend to get their junior through college.  Bottom line:  with private schooling and college included, you are looking … Read more

CEO Leigh Bivings Receives 2018 Five Star Wealth Manager Award

March 6, 2018 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

Seeing Past the Noise

February 15, 2018 BY

Below is a copy of a note I recently sent to our investment management clients about the market’s recent turbulence. We thought it might be of interest to share more widely.

Seeing Past the Noise

Okay, it’s been a lousy week as markets have gyrated back and forth. It’s always hard to pinpoint the exact trigger behind a market jolt, but we all know the market … Read more

Q3 Market Strategy and Outlook Report

November 16, 2017 BY

Attached please find our 2017 Q3 investment report. In addition to our usual review of the markets and our current thinking, in this issue we examine a very interesting recent report on the so-called “endowment model” of investing, named as such because it is the style of investing followed by most university endowment managers. The endowment model involves diversifying investments across strategies, asset classes and investment … Read more

Do Parents Favor Boys When Saving for College?

November 2, 2017 BY

It’s hard to believe in this day and age but the answer is yes, according to a recent survey of American families with children aged 8 to 14 sponsored by the financial company T. Rowe Price.  And the numbers are pretty startling:

  1. 50% of the parents who only have boys are saving for college expenses, while only 39% of the parents of all girls are saving;
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