The outlook for 2023 is foggy, with little agreement amongst forecasters on how the year may shake out. But everyone agrees that inflation and monetary
Congress passed the SECURE Act 2.0 on December 23, 2022 as part of the Consolidated Appropriations Act of 2023. This piece of legislation is a
In part one of this post, I covered three planning strategies to help reduce or defer income in light of the new “millionaire” tax in
This past November, residents of Massachusetts voted in favor of amending the state constitution to impose an additional 4% tax on taxable income over $1M,
Zeynep Atabay, from Titan Investors, interviews Scott Gillespie about the higher interest rate environment we are currently experiencing, impact on the classic 60/40 retirement portfolio,
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
Dollar-cost averaging is a strategy of investing money into the market proportionally over a period of time. In this Brief, I explain how it works,
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