Charitable Gift Annuities
January 12, 2023
The season of giving is upon us and I suspect that if you are like me, your mail is full of solicitations from your favorite
The season of giving is upon us and I suspect that if you are like me, your mail is full of solicitations from your favorite
In light of the poor performance of a classic 60% public equity and 40% bond portfolio in 2022, this report focuses on the ‘allure’ of
During market downturns, investment managers will often engage in tax-loss harvesting as a way to create a little tax ‘alpha’ (a.k.a. positive return) in an
Artemis Financial Advisors is excited to announce that Maria Faleyev has joined the Artemis team and started in her role as Portfolio Associate at the
Several investors have recently asked us whether they should be owning individual bonds versus bond funds in the belief that individual bonds are somehow better
Finding a new financial advisor can be a daunting task. Between researching, interviewing, and transitioning assets to a financial professional, it can be overwhelming to
Artemis is delighted to share that Leigh Bivings and Scott Gillespie have been named recipients of the 2022 Five Star Wealth Manager Award. The Five
I am pleased to announce that effective January 1, 2022, Scott Gillespie has joined the Artemis partnership team. Scott wears many hats at the firm but
On Monday of last week, the House Democrats advanced a tax bill known as the “American Families Plan.” The bill’s goal is to find the
In this quarter’s report, we dive into recent trends in sustainable investing, focusing on the explosive growth in the space, bonds going green, regulatory changes,
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