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
Introduction The guardrails approach is a practical way to keep retirees from over- or under-spending as they take withdrawals from their retirement nest egg. In
Ah, New Year’s resolutions. You’ve been going to the gym more and eating healthier, and maybe you have had a “dry” or “damp” January. Congrats!
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,
Eldercare planning is a complex topic and consumes a lot of time for myself and many of my friends. We are the sandwich generation worried
In a recent article, I described how the debt burden of the US has significantly increased relative to GDP in recent decades, yet the debt
In the past, inheriting an IRA from a parent allowed for stretching withdrawals over one’s life expectancy (commonly known as a “stretch IRA”). However, rules
Introduction: What is a “Debt Ceiling”? In early June, Congress passed a bill to suspend the US government debt ceiling through the end of 2024.
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.
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