Several investors have recently asked us whether they should be owning individual bonds versus bond funds in the belief that individual bonds are somehow better when interest rates are rising. Read the latest Artemis Brief to learn why this view is incorrect.
In our latest Market Outlook & Strategy report, we dissect the concentration of returns in the stock market so far this year and look at
There is no question that 2022 was a tough year for commercial real estate and 2023 may not be much kinder to the asset class.
Clients who are 10-15 years from retirement will periodically ask me whether it is still worth it to max out their retirement account every year
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