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Category: General Financial Planning

Posts covering our approach to financial planning and commentary on the subject from various angles.

The Health-Wealth Connection and Gender Differences

July 25, 2019 BY

In this Brief, we explore the connection between health and wealth. In particular, we examine the differences between men and women, both in terms of how they manage their money and the different circumstances that they face. Read more

Robo-Advisors vs. Traditional Financial Advisors

July 25, 2019 BY

In this Brief, we provide an overview of how robo-advisors work, explain the key difference between robo-advisors and traditional financial advisors, and discuss when, how and for whom the use of robo-advisors can be beneficial.… Read more

Is Permanent Life Insurance A Good Way to Save for Retirement?

April 4, 2019 BY

Over the past year, we’ve had an uptick in clients coming to us with permanent life insurance (e.g. whole life or universal life) questions.  As a result, we took a hard look at how such policies work and why and whether it might be beneficial to own some for savings purposes, even when there isn’t a truly permanent life insurance need. The attached is what we learned. … Read more

New Offering: Basics of Personal Finance Course

February 15, 2019 BY

Artemis is pleased to announce a new service offering designed to teach young professionals the basics of personal finance. Taught by a member of the Artemis team, the course covers everything a recent graduate needs to know to begin to manage their financial affairs responsibly.

Topics Covered:

  • How to establish a budget and savings goals
  • Principles of sound investing
  • Managing credit and debt
  • How to optimize
Read more

How Much Does it Cost to Own a Vacation Home?

September 13, 2018 BY

Real estate has been a major topic in almost all of our recent financial planning engagements. We have tackled a variety of scenarios, including whether to rent vs. buy, the pros and cons associated with real estate investing, and trading up for a larger home.

Today we are publishing content about the costs of owning a vacation home. In this research, we focused on uncovering the … Read more

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