Author: artemisadvis

Cash Flow Planning for Burnt Out Physician

Jackie and Larry SteinJackie and Larry are in their mid-50s. As a department chair at one of Boston’s large healthcare networks, Jackie must balance her clinical workload, administrative duties, and research goals. However, after several decades in medicine, the workload and stress

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Pharma Executive with Complex Stock Options

Robert and Claire McDonoughRobert and Claire are both in their early 40s with twin eight-year-old boys. Claire works in the development office for an international non-profit and Robert is a cardiologist turned pharmaceutical executive

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Retiring With A Concentrated Stock Portfolio

Stacy and John Simmons Stacy and John came to Artemis to get their financial house in order in preparation for their retirement. They had long-managed their investment portfolio on their own but felt they were ready to enlist some professional support

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