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Artemis Briefs are intended to provide succinct answers to actual client questions we have received on both financial planning and investment-oriented topics. We avoid the typical industry jargon to help you better understand these often murky topics. All Briefs are provided in PDF format by clicking on the titles below.
General Financial Planning
Investment & Tax Planning
Building A Stock Option Plan To Manage Volatility and Downside Risk
Does Active Management Add Value?
Dollar-Cost Averaging: When Does It Make Sense?
ETFs vs. Mutual Funds: How to Choose?
Investment Returns: What’s in Store for the Next Decade?
Is It Still Worth Investing In Fixed Income?
Managing Risks in Volatile Markets
Robo-Advisors vs. Traditional Financial Advisors
Should We Worry About Inflation?
Should You Buy Series I Savings Bonds?
Should You Invest in a Bond Fund or Individual Bonds?
Should You Invest in a Target-Date Fund?
Should You Make After-Tax Contributions to Your Retirement Plan?
Should You Make The 83(b) Election On Your Restricted Stock?
Tax-Loss Harvesting: Is It Worth It?
What are SPACs and are they as SPACtacular as they seem?
What are the important planning considerations and tax implications for stock options?
Can I Access My IRA Savings For Early Retirement?
Can I Do A Backdoor Roth IRA Conversion?
Do You Know What Your Number Is?
How Much Does it Cost to Own a Vacation Home?
Is the Safe Withdrawal Rate Still 4%?
Should You Borrow From Your Retirement Plan to Buy a Home?
Should You Buy An Annuity For Retirement Income?
Should You Do A Roth Conversion?
The Health-Wealth Connection and Gender Differences