Should You Implement a Mega Backdoor Roth Strategy?
August 25, 2024
We are finding that an increasing number of companies (about 20% of all US companies by Vanguard’s latest count) now offer the so-called mega backdoor
We are finding that an increasing number of companies (about 20% of all US companies by Vanguard’s latest count) now offer the so-called mega backdoor
In this report, we review the market performance across asset classes in Q2. We also take a close look at the state of the private
Markets continued their impressive rally in Q1 as a positive combination of stable economic growth, falling inflation, impending Fed rate cuts and ever-growing enthusiasm towards
Artemis is delighted to share that Leigh Bivings and Mark Haser have been named recipients of the 2024 Five Star Wealth Manager Award. The Five
Markets staged an impressive rally in Q4 with the U.S. leading the way. Investor sentiment moved away from the “higher [interest rates] for longer” view
A client recently asked me why Artemis doesn’t invest in so-called “liquid alts” and I replied that when I looked at them some time ago,
In our latest Market Outlook & Strategy report, we dissect the concentration of returns in the stock market so far this year and look at
There is no question that 2022 was a tough year for commercial real estate and 2023 may not be much kinder to the asset class.
Clients who are 10-15 years from retirement will periodically ask me whether it is still worth it to max out their retirement account every year
Many investors have been wondering why markets are going higher if problems in financial markets are emerging and the economy seems to be signaling that
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