In July the U.S. Treasury announced the cancellation of myRA (my Retirement Account), a starter-retirement-savings product they launched in 2015 to help people without access to employer-sponsored retirement plans. The Treasury developed this product, under the Savings Bond authority of the government, in recognition of the growing retirement-savings crisis in the United States. It built […]
Fidelity Charitable Publishes Women and Giving Report Artemis client Fidelity Charitable has released insights about the impact of gender and generation on philanthropy. Their digital report includes guides to better giving for Millenial and Baby Boomer women, a beautiful infographic comparing the generations’ giving behaviors, case studies and a PDF of the entire report.
A recently published Ameriprise study found that nearly two-thirds of siblings talk about money with each other and, of those, only 15% experience conflicts over money. These issues are usually about their parents (68% of the time). Other common causes of tension between siblings revolve around spending habits and different money values (56%), different income levels […]
Partner Anne Aldrich Presented at Card Forum and University of Maryland Partner Anne Aldrich, in collaboration with Artemis’ business partner Kimberly Gartner and David Hill from NetSpend, spoke at the 2017 Card Forum in Austin. Their presentation “Navigating the Financial Services Landscape: Using Information on How Americans Make Decisions to Inform Product Innovation” focused on […]
We refreshed our 2016 Motivations Assessment Program™ (MAP) study in April 2017 and found the following key results about both financial confidence and anxiety: Financial satisfaction and confidence managing one’s financial situation both increased since last year Different patterns of change by age: Gen X continues to struggle Those deeply dissatisfied and anxious about finances not […]
New research by Ameriprise Financial, in partnership with Artemis Strategy Group, finds that most families in America feel confident about their financial future thanks to regular family conversations about money. Ameriprise also shares results about how family dynamics affect financial discussions and about planning the family legacy together. Read the full press release on Business Wire.