Artemis Insights
welcome to our blog
Artemis Insights
welcome to our blog
Blog
Artemis Insights
Welcome to our blog
The Massachusetts Millionaire Tax – Part 1
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,
Regime Change: Transitioning to a Higher Interest Rate Environment
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,
Charitable Gift Annuities
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
Quarterly Market Outlook and Strategy Report
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
Tax-Loss Harvesting: Is It Worth It?
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
Welcome Maria Faleyev
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
