Our Latest Whitepaper - Surviving the Pandemic
- Doug Kinsey
- 23.06.2020
- Investments
Surviving the Pandemic - A Guide to Confident Financial Decisions
READ MORE
Artifex Flash Market Update June 12, 2020
- Byron Sanders
- 12.06.2020
- Investments
Flash Market Update Federal Reserve Chairman J. Powell served markets a dose of reality in Congressional testimony Wednesday afternoon. A reminder of the stark short ...
READ MORE
Welcome, Kaitlynn Muhlenkamp!
- Doug Kinsey
- 09.06.2020
- associates
Welcome, Kaitlynn Muhlenkamp!
READ MORE
Self-Employed PPP Forgiveness
- Kevin O'Connor
- 08.06.2020
- tax planning
When you are self-employed with no employees, the payroll protection program (PPP) program is a COVID-19 gift designed to help you get through this pandemic. If you ...
READ MORE
How to Beat 3 Common Investor Mistakes
- Doug Kinsey
- 07.06.2020
- Investments
In this video, Doug Kinsey talks about three of the most common behavioral mistakes investors make and how to avoid them.
READ MORE
The Road to Recovery
- Byron Sanders
- 05.06.2020
- Investments
The Road to Recovery - May 2020 Market Commentary June 4, 2020 The April global equity rally continued through May, extending the strong gains registered since ...
READ MORE
Fiduciary vs. Non-Fiduciary Advisors - 6 Ways to Know the Difference
- Doug Kinsey
- 02.06.2020
- Fiduciary
Fiduciary vs. Non-Fiduciary Advisors During initial conversations with new clients, we are often asked what sets us apart from other advisory firms. Among other ...
READ MORE
Breakout
- Byron Sanders
- 01.06.2020
- Investments
May 29, 2020 Equities in the US emerged from an early May holding pattern with a strong upside move over the past two weeks. Various news items have been given credit ...
READ MORE
Content not found
Welcome to the Artifex Intelliplan Blog
Commentary on the world of finance, and other things
We at Artifex believe in enhancing the wisdom of our clients and readers. While most of our topics will be related to investments, personal finance, and the economy, we also endeavor to include thought-provoking commentary on topics that will help you expand your "mental models", as referred to by Charlie Munger and Warren Buffet. We want you to learn from us and others how to think logically and see the world through an informed lens.
Some of our regular topics include:
- Monthly "Savvy Cybersecurity" updates with tips to keep your data safe
- Economic and market commentary
- Financial planning and investment management best practices
- Thoughts to improve your mindset and your life
Subscribe to our Newsletter
Recent Posts
Posts by Topic
- Investments (66)
- Economy (47)
- markets (27)
- stocks (25)
- Economics (21)
- stock market (20)
- global markets (16)
- Financial Planning (15)
- Market commentary (15)
- inflation (15)
- bonds (13)
- Covid-19 (12)
- Retirement Planning (12)
- Coronavirus (11)
- Fee-Only Financial Planning (8)
- interest rates (8)
- tax planning (8)
- Taxes (6)
- mutual funds (6)
- retirement (6)
- Artifex (5)
- Fiduciary (5)
- Independence Day (5)
- Thanksgiving (5)
- commodities (5)
- oil (5)
- Business owners (4)
- Savvy Cybersecurity (4)
- USA (4)
- strategy (4)
- tariffs (4)
- Business (3)
- CARES Act (3)
- Tax Tips (3)
- World Events (3)
- advisor (3)
- education (3)
- merry christmas (3)
- tax (3)
- 2021 (2)
- Business and Practice Services (2)
- Dimensional Fund Advisors (2)
- ESG (2)
- Fed (2)
- Goldman Sachs (2)
- Hanukkah (2)
- Happy Holidays (2)
- Memorial Day (2)
- Retail (2)
- SBA (2)
- Thoughts on business (2)
- Uncategorized (2)
- china (2)
- cryptocurrency (2)
- decisions (2)
- easter (2)
- history (2)
- labor day (2)
- non-fiduciary (2)
- personal finance (2)
- recession (2)
- team members (2)
- technology (2)
- trade (2)
- trade war (2)
- trends (2)
- united states (2)
- vaccine (2)
- wealth (2)
- 2020 (1)
- Bitcoin (1)
- Business planning (1)
- Coinbase (1)
- Corporate Governance (1)
- ESG Investing (1)
- Edward Jones (1)
- Election (1)
- Estate Planning (1)
- Financial Happiness (1)
- Fireworks (1)
- Fyre (1)
- Fyre Festival (1)
- Harvard (1)
- Harvard Commencement (1)
- Herbers & Co. (1)
- Inteligence (1)
- Iran (1)
- Life (1)
- Lou Gehrig (1)
- Masters of Liberal Arts (1)
- Merrill Lynch (1)
- Morgan Stanley (1)
- Northwestern Mutual (1)
- Outlook (1)
- PPP Loans (1)
- Passover (1)
- Rosh Hashanah (1)
- SRI (1)
- Social Media (1)
- Ukraine (1)
- Veteran's Day (1)
- achievements (1)
- april (1)
- associates (1)
- behavioral finance (1)
- best cities (1)
- blockchain (1)
- broker (1)
- budgeting (1)
- business growth (1)
- business value (1)
- careers (1)
- charlie brown christmas (1)
- college planning (1)
- critical thinking (1)
- cybersecurity (1)
- decision making (1)
- etf (1)
- fraud (1)
- inspiration (1)
- intern (1)
- investment expenses (1)
- january (1)
- judgment (1)
- negotiation (1)
- new year (1)
- nietzsche (1)
- november (1)
- pandemic (1)
- personnel (1)
- pets (1)
- philosophy (1)
- portfolio models (1)
- research (1)
- resolutions (1)
- review (1)
- santa (1)
- scam (1)
- separation from service (1)
- severance (1)
- shopping (1)
- social security (1)
- supply chain (1)
- sustainable (1)
- sweepstakes (1)
- time management (1)
- update (1)
- wealth creation (1)
- worst jobs in the world (1)
Get a Copy of our whitepaper
"6 Failed Beliefs That Are Damaging Your Financial Health"