Quarterly Market Outlook & Strategy Report

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July 9, 2024
By Leigh Bivings, Ph.D., CFP®, CDFA™

In this report, we review the market performance across asset classes in Q2. We also take a close look at the state of the private equity industry and whether we should explore allocating in that direction. The question arises because private equity firms have been keen to tap the wealth of individual investors and many now offer lower investment minimums to facilitate entry. Click here to read the report.

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Leigh Bivings, Ph.D., CFP®, CDFA™

Leigh is CEO and Founder of Artemis Financial Advisors LLC. Leigh has a Ph.D. in applied economics from Stanford University and is a Certified Financial Planner (CFP®) and Certified Divorce Financial Analyst (CDFA®). She enjoys working with clients and strives to give them peace of mind and robust frameworks so that they can make more informed choices about spending and saving and make these choices with enhanced confidence.