Covid Redux
- Byron Sanders
- 02.11.2020
- Economy
November 02, 2020 Covid Redux Back and forth action earlier this month gave way to a steady downtrend over the last two weeks, culminating, so far, in a roughly 3% ...
READ MORE
Political Parties and Stock Markets Since 1900
- Doug Kinsey
- 28.10.2020
- stocks
Political Parties and Stock Markets since 1900 Should stock market investors hope for a unified or a divided Washington? Does the party occupying the White House affect ...
READ MORE
Artifex Mid-October Market Update
- Byron Sanders
- 20.10.2020
- Investments
Progress October 19, 2020 Global equity prices continued mostly higher over the past two weeks, building on strong third quarter gains. In the US, broad benchmark ...
READ MORE
Tax Saving Tips October 2020
- Antowoine Winters, CFP®, EA
- 14.10.2020
- Taxes
Tax Saving Tips October 2020 In this edition: The Latest on Payroll Tax Deferral Using Whole or Partial Rooms for Your Home Office Don't Let the IRS Set Your S ...
READ MORE
Updated AFG Equity Portfolio Fact Sheets
- Doug Kinsey
- 08.10.2020
- Investments
Updated Fact Sheets for our internally-managed proprietary portfolios I just updated our proprietary equity models for Artifex Financial Group. It's somewhat encouraging ...
READ MORE
The Many Ways of Getting Screwed by Non-Fiduciary "Financial Planners"
- Doug Kinsey
- 30.09.2020
- Fiduciary
The Many Ways of Getting Screwed by Non-Fiduciary "Financial Planners" I don't really read too many of the industry trade journals that come across my desk on a weekly ...
READ MORE
Read Doug Kinsey's latest article for Kiplinger Personal Finance
- Doug Kinsey
- 16.09.2020
- Financial Planning
A New Article Published by Kiplinger.com
READ MORE
Artifex August Market Commentary
- Byron Sanders
- 10.09.2020
- Economy
September 8, 2020 August is traditionally quiet on Wall Street. Congress is in recess and many US families are on vacation. The pace of trading in the equity markets ...
READ MORE
Happy Labor Day, 2020!
- Doug Kinsey
- 07.09.2020
- worst jobs in the world
A look at some of the worst jobs in the world through the ages
READ MORE
Getting RIF'd Off
- Antowoine Winters, CFP®, EA
- 02.09.2020
- Financial Planning
RIF You! So you’ve been RIF’d, now what? For those who’ve received a Reduction in Force notice, few things hold more uncertainty or fear for them. You’ve been told your ...
READ MORE
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
- Economy (31)
- Investments (19)
- markets (18)
- stock market (18)
- global markets (17)
- Market commentary (13)
- Covid-19 (12)
- Coronavirus (11)
- Economics (10)
- Financial Planning (8)
- inflation (8)
- bonds (7)
- stocks (7)
- tax planning (6)
- Retirement Planning (5)
- commodities (4)
- oil (4)
- retirement (4)
- Business (3)
- Business owners (3)
- CARES Act (3)
- Fed (3)
- Independence Day (3)
- Thanksgiving (3)
- interest rates (3)
- tax (3)
- 2021 (2)
- Artifex (2)
- Fiduciary (2)
- Goldman Sachs (2)
- Hanukkah (2)
- SBA (2)
- Tax Tips (2)
- Taxes (2)
- USA (2)
- advisor (2)
- cryptocurrency (2)
- decisions (2)
- easter (2)
- labor day (2)
- merry christmas (2)
- non-fiduciary (2)
- personal finance (2)
- portfolio models (2)
- strategy (2)
- trends (2)
- vaccine (2)
- 2020 (1)
- Bitcoin (1)
- Business planning (1)
- Coinbase (1)
- Corporate Governance (1)
- ESG (1)
- ESG Investing (1)
- Edward Jones (1)
- Election (1)
- Estate Planning (1)
- Fee-Only Financial Planning (1)
- Financial Happiness (1)
- Happy Holidays (1)
- Harvard (1)
- Harvard Commencement (1)
- Herbers & Co. (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)
- Ukraine (1)
- World Events (1)
- achievements (1)
- april (1)
- artificial intelligence (1)
- associates (1)
- behavioral finance (1)
- blockchain (1)
- cybersecurity (1)
- education (1)
- fraud (1)
- intern (1)
- january (1)
- judgment (1)
- mutual funds (1)
- november (1)
- pandemic (1)
- recession (1)
- review (1)
- scam (1)
- separation from service (1)
- severance (1)
- social security (1)
- supply chain (1)
- tariffs (1)
- team members (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"