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Category: blog

Our Thoughts on How to Protect Your Personal Information

September 14, 2017 BY

Last week, Equifax released that earlier this year, hackers obtained the personal data of around 143 million people on its system. Equifax, one of the three major credit bureaus, is responsible for creating credit reports; so, if you’ve ever had a credit card, a loan, a credit check, or even just a bank account,  then it’s possible your personal information has been stolen.

A leak of … Read more

Roth IRAs For Kids and Grandkids!

September 6, 2017 BY

If you have kids or grandkids who earned some money this summer or who might in the future, this Brief is for you. I actually got the idea from a client of ours who has been doing this for her grandchildren for several years, splitting her $14k allowable gift for each child between a Roth IRA account (when the grandkids have some earned income) and a … Read more

Artemis Introduces Sustainable Investing

July 27, 2017 BY

Artemis has recently introduced sustainable investing as an option for interested clients. Below is a brief review of the concept, a discussion of some recent trends, and an explanation about how we are approaching the opportunity.

Sustainable investing is not new.[1] Indeed, many individual clients and institutions have long expressed their values in one way or another via their investment decisions. Traditionally, this has taken … Read more

Artemis Welcomes Kathleen McQuiggan!

July 12, 2017 BY

Artemis is pleased to announce that Kathleen McQuiggan has joined the firm as a wealth advisor and will be working with Leigh and the rest of the Artemis team to develop and manage new client relationships and build out our sustainability offerings. Kathleen comes to Artemis from Pax World Management, a sustainable investing firm, where she was responsible for product management of their Global Women’s Index … Read more

Q1 2017 Market Outlook and Strategy

May 15, 2017 BY

Today we distribute our Q1 investment report, which summarizes how the market unfolded during the quarter and what portfolio strategies we are pursuing.

We also focus our attention on two key Trump Administration policies – restrictive immigration and trade protectionism, and explain why both are misguided and threaten future economic and stock market growth.

Enjoy the light reading!… Read more

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