Artemis Strategy Group

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Cover Your M.U.G. with an Annuity, Alliance for Lifetime Income

Cover your M.U.G. with the Alliance for Lifetime Income

Our client, the Alliance for Lifetime Income (ALI), recently announced a new retirement planning tool. The M.U.G. approach to protecting your income helps you think about retirement income planning relative to your expenses. M.U.G. stands for Mortgage, Utilities, Groceries. It is meant to represent the various essential monthly expenses people often need to cover in […]

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Investors’ Beliefs on How Election Cycle Will Impact Retirement Plans, Global Atlantic Study

Actions investors have taken and plan to take in the next 12 months

In our recent study for client Global Atlantic, we asked investors how they expect the election cycle to impact their retirement plans. Key findings include the following: A third (33%) of investors expect “very substantial” stock market volatility during the 2020 presidential campaign. Even amid the continued stock market rally, nearly half of respondents either […]

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The Pain Points of Business Travel, CWT Study

The pain points of business travel: an infographic from CWT

In our recent study for client CWT, respondents said that ​homelife deterioration and putting pressure on colleagues are the two biggest pain points of business travel. Detailed findings include the following: Of all business travelers, 22% believe their business travel commitments erode the quality of their relationships and homelife. On the professional side, 22% feel […]

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Women’s Retirement Income Concerns, Alliance for Lifetime Income Study

Women's retirement income concerns: 58% of women do not expect their income to last their lifetime, compared to 47% of men

In our recent study for client the Alliance for Lifetime Income (ALI), we found that women are more concerned than men about outliving their money. In fact, women lag men in several key indicators of retirement preparedness, including the following: Women are less likely to have a general financial plan for retirement than men (39% […]

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The Upside of Business Travel, CWT Study

The upside of business travel, according to CWT study results (infographic)

In our recent study for client CWT, respondents said that the positives significantly outweigh the negatives, both at work (92%) and at home (82%), when traveling for business. Detailed findings include the following: Travelers from the Americas are the most enthusiastic about the positives of business travel, followed by travelers from Asia Pacific and Europe. […]

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Small and Mid-Size Business Owners Remain Optimistic, According to PNC Study

Business owners optimistic: A sign reading "Yes, we're open" hangings inside a glass window

The fall 2019 results of our semiannual study for client PNC, in which we ask small and mid-size business owners and executives about their business and economic outlook, were recently published. The study revealed that, despite pricing pressures and tariff concerns, measures of business owner optimism are approaching the record-setting highs measured in spring 2018. […]

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