In this Brief, we provide an overview of how robo-advisors work, explain the key difference between robo-advisors and traditional financial advisors, and discuss when, how
Target Date Funds are mutual funds that automatically adjust their asset allocation over time as they approach a specified “target date,” often retirement or college.
Most clients come to us having heard the adage of keeping three to six months’ worth of expenses in cash as an emergency fund. For
S&P Global just published its semi-annual report on fund manager returns and the results must make stock-pickers cringe. For the year ending June 30th, 2016
Some good news! If Artemis manages your retirement account, the new DOL rule has no impact on you because we are already a fiduciary and
As most of you know, the taxes you pay on your investments and when you pay them can matter a lot to your ultimate bottom
U.S. stock market returns have been stuck in neutral this year due to high valuations and declining profit margins, and returns are expected to remain
A few years back, I wrote a Brief entitled Does Active Management Add Value? in which I concluded that there are very few true active
In my September 23rd blog, I examined the 5-year average annualized investment returns (July 1, 2008 – June 30, 2013) of the nation’s largest university
The recent news that the head of Harvard’s endowment is retiring prompted me to have a look as how endowments have been performing since the
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