Do you have time to understand what your use of money is telling you?

Posted by Chip Brackley on September 15, 2020

We are all given a core set of resources: time, talent, treasure, truth, relationships, etc.

How you view, use and deploy each of these has far-reaching effects on the outcomes you find yourself in. Most importantly, how you use your available resources is the...

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The 5 Uses of Money and Purposeful Income Allocation

Posted by Chip Brackley on September 11, 2020

Does budgeting really work? Or, should you throw it out the window?

 

Wouldn’t it be amazing if you could throw your budget out the window for good? Would that free you from the stress of thinking you had to account for every dollar and every penny if you want to be...

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August 2020 Market Commentary

Posted by Ethan Pollard on September 4, 2020

Equities logged their fifth consecutive monthly gain in August, with blue-chip US stocks continuing to lead global markets higher. The S&P 500 index, which tracks the performance of the 500 largest domestic stocks, advanced +7% on the month for a year-to-date (YTD)...

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As Featured on the Radio: Jeff Thomas Interview

Posted by Archetype Wealth Content Team on September 2, 2020

🔊Listen In: Jeff Thomas shares his journey, why he founded Archetype Wealth Partners, and how Archetype serves high-capacity families uniquely: Helping families thrive across generations by connecting their money with their purpose. 

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Spiritual Capital

Posted by Peter Roselle on September 2, 2020

Spiritual capital describes the spiritual legacy we leave our children as it relates to Christian faith and values.

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Money: It’s a medium of exchange or a tool. Nothing more, nothing less.

Posted by Chip Brackley on August 27, 2020

To most of us, we think money is a means to an end. “If I just had $X amount” seems to be a common theme.

What we’ve found at Archetype is money doesn’t always solve problems, and in many cases it can create new ones. Like the lottery problem: You win... you get a...

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Character Capital

Posted by Trevor Harris on August 26, 2020

While the word “inheritance” makes tangible assets (like money and real estate) come to mind, it is often the intangible assets that surface first when impacting the next generation.

Trust, honor, commitment, and integrity are some of the many traits that define...

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Relational Capital

Posted by Josh Arrington on August 24, 2020

We are at our best when we are in healthy relationship with one another. Practically speaking, our network of relationships impacts our lives in a myriad of ways: Finding the right doctor, getting that new job, landing a key referral, meeting a significant other –...

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Thriving Family Principle: Have a Written Plan

Posted by Sarah Bradley on August 21, 2020

We recently met with a business owner who had spent the majority of his life building a successful chemicals company. Though he enjoyed his work, the inevitability of age had forced the conversation of succession. He had thought through and explored several options...

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Intellectual Capital

Posted by Sarah Bradley on August 19, 2020

If your money was taken from you today, what else would you give to the next generation?

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Financial Capital

Posted by Cale Dowell on August 17, 2020

Almost every decision we make in life has a capital component to it. In other words, there is an exchange or investment of value involved. As we’ve outlined before, the Five Capitals that make up a “Full Inheritance” are:

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How the Presidential Race may Impact Equity Markets

Posted by Ethan Pollard on August 11, 2020

As election season starts to heat up, we’ve gotten a lot of questions about how the outcome of the presidential race will impact equity markets. First, we would point out that the research indicates “no persuasive relationship exists between the political party in...

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Does Money Have a Hold on You?

Posted by Conner Combs on August 10, 2020

Money is powerful. Many blindly allow it to rule over our lives. Although it is not the source of life, it has the potential to ruin our lives. The irony of money is that we believe: If we had more of the very thing that has power over us, then we will somehow take...

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5 Capitals: True Value of An Inheritance

Posted by Chip Brackley on August 5, 2020

When you think about the word “inheritance”, what comes to mind?  If you are like most, then money and property immediately surface.  We think about what we can pass down to the next generation, but is that really all there is to it?

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July 2020 Market Commentary

Posted by Ethan Pollard on August 5, 2020

Equity markets continued their recovery from the COVID-induced losses of the first quarter, with US stocks climbing back into positive territory for the year. The S&P 500 index, which tracks the performance of the 500 largest domestic stocks, gained +5.6% in the...

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Thriving Family Principle: Simplicity Wins

Posted by Cale Dowell on August 3, 2020

In 2019, Hobby Lobby was listed as #89 of America Largest Private Companies. David Green started the company in 1972 as a picture frame company with 300 SF of retail space and $600. Today they are the largest privately owned arts-and-crafts retailer in the world,...

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5 Things for Young Entrepreneurs to Look for in an Investment Strategy

Posted by Conner Combs on July 28, 2020

Be wise with your money. We have always heard it but have we ever considered it? Does this mean to save it all for a rainy day? Invest it aggressively? Buy that new car? Hide your money underneath the mattress? Part of managing finances is knowing how to choose the...

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We Make Our Choices and Then Our Choices Make Us

Posted by Chip Brackley on July 27, 2020

What is financial success? Is it having a lot of money, being able to buy what you want, having the money to travel or something else?

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Does Culture Matter?

Posted by Cale Dowell on July 15, 2020

Peter Drucker, the great American management educator, is famously quoted for the phrase, “Culture eats strategy for breakfast.” A friend of mine has that quote immortalized on the central wall of their corporate headquarters in giant block letters. They are a...

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Don't Let Emotions Drive Your Investment Decisions

Posted by Chip Brackley on July 7, 2020

With all of the volatility in the market the last few months, I wanted to discuss the importance of shutting out the noise and making smart investing decisions.

 

As investors, many of us are hyper focused on returns… especially over the short-term.

What we’ve...

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Second Quarter Market Update

Posted by Ethan Pollard on July 6, 2020
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Thriving Family Principle: Steward not Owner

Posted by Jeff Thomas on July 3, 2020

Do you think of yourself as a steward or an owner?

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Be Inspired By Giving

Posted by Chip Brackley on July 1, 2020

Can you recall a time when you received an unexpected gift? Maybe you were in need at the time, or possibly it was something totally unexpected? Thinking back on situations like these, what is it that you remember? Was it the gift or the feelings and emotions you...

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Culture + Value = Mission

Posted by Kane McGukin on July 1, 2020

Culture is key. Great businesses, sports teams, colleges, and civilizations are built around strong cultures. Culture is ingrained in all of us at some level. But, what seems lost is the role culture plays in our homes.

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Start with Sturdy Pillars

Posted by Chip Brackley on July 1, 2020

Our mission is to help you reach contentment.

We believe if you don’t have clarity about what you’re doing and you aren’t confident in why you’re doing it, then you likely won’t be content with where you are. With contentment, comes a life-altering peace of mind.

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It’s Never Too Early To Teach Your Kids About Money

Posted by Chip Brackley on July 1, 2020

Financial education is important and it’s never too early to teach kids about money. Money management is one of the most important life skills we can learn and yet it’s not really a focus in the education system.

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Plan For What is Difficult While it’s Easy

Posted by Kane McGukin on July 1, 2020

Success is a Process

 

Society would like for us to believe that achieving greatness, becoming a master, a rock star, or a multi-millionaire can happen overnight… with little effort. But that’s just not true. It rarely happens fast and a plan isn’t winning the...

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Your Decisions = Your Destination

Posted by Kane McGukin on July 1, 2020

When it comes to spending, how often do you feel an uneasiness in your stomach? How many times do you find yourself wishing you had a better or different lifestyle? Even worse, do you often find yourself comparing your income to your siblings or closest friends?

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Money Talks: The Inheritance Trap

Posted by Cale Dowell on June 30, 2020

Do you plan to leave an inheritance to your kids?

A 2015 report by US News found that Baby Boomers control 70% of all of the disposable income in the United States, which is leading to the largest transference of wealth in human history over the next 30 years.[1]

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Generational Wisdom: A Father's Blessing

Posted by Sarah Bradley on June 19, 2020

I have the privilege of interviewing families to capture their money story, a blessing to their children, and the legacy of values they wish to pass down to the next generation. While I love every part of this process, I am particularly fond of the blessing portion...

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Selling your business: How are current valuations?

Posted by Jeff Thomas on June 18, 2020

Jeff Thomas, CEO of Archetype Wealth Management, and Matt Gilbert, Principal of GAP Advisors, share how valuations are higher than they have ever been.

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Getting the most value for your business

Posted by Jeff Thomas on June 15, 2020
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Selling your business: Trade-off between a great culture or the best price?

Posted by Jeff Thomas on June 12, 2020
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How has COVID-19 impacted the M&A market?

Posted by Jeff Thomas on June 11, 2020
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Jeff...

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May 2020 Market Commentary

Posted by Jeff Thomas on June 2, 2020
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Who Does Your Financial Advisor Really Represent?

Posted by Jeff Thomas on June 1, 2020

In my recent blog entitled “The Three Mega-Trends in the Wealth Management Business”, I made the case that three important things need to happen in this industry:

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Three Keys to an Ideal Business Transition

Posted by Jeff Thomas on May 26, 2020

100% of businesses eventually change ownership.

Who is the next owner of your business?

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Narrative Before Numbers

Posted by Jeff Thomas on May 20, 2020

In my blog “The Three Mega-Trends in the Wealth Management Business”, I made the case that three important things need to happen in this industry:

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Generational Wisdom: The Power of Story

Posted by Sarah Bradley on May 11, 2020

We are obsessed with culture: how to create it, sustain it, and multiply it . But culture isn’t merely for companies and organizations. Every family has its own culture as well.  This culture is built moment by moment over the lifespans of current, former and future...

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The Three Mega-Trends in the Wealth Management Business

Posted by Jeff Thomas on May 11, 2020

“The model is broken!”

For years, that’s what I said about the wealth management business.

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What Do You Mean the Wealth Management Business Needs to "Grow Up"?

Posted by Jeff Thomas on May 11, 2020

In my blog  “The Three Mega-Trends in the Wealth Management Business”, I made the case that three important things need to happen in this industry:

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April 2020 Market Commentary

Posted by Ethan Pollard on May 6, 2020
AprilUpdate

 

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Money Talks: Do I Need a Financial Plan?

Posted by Cale Dowell on April 23, 2020

Developing a clear picture of your financial future is no small feat – even the world’s biggest companies invest in entire teams to help forecast revenue and expenses. Just as high-capacity companies have a fine-tuned strategic plan for growth, high-capacity...

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Stewarding Your Wealth

Posted by Leslie Adame on April 9, 2020
Beyond Investments

Your wealth goes beyond investments, it involves your family, your strategy and your legacy.

 

Greater wealth brings greater complexity. So how do you ensure you are intentionally stewarding your wealth? Here are some questions you should be...

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Market Update 4/7

Posted by Jeff Thomas on April 7, 2020
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First Quarter Market Commentary

Posted by Ethan Pollard on April 3, 2020

It is remarkable the change that one quarter can bring. This time three months ago, the new coronavirus had not yet been identified in China, and now we’ve had over 826,000 confirmed cases of COVID-19 at the time of this writing, resulting in over 40,000 deaths and...

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3 Key Points for Small Business Owners on the CARES Act

Posted by Chip Brackley on April 3, 2020

 

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How to engage your next gen around finances - Day 5

Posted by Conner Combs on April 3, 2020

 “Life is not about accumulation; it is about contribution” – Stephen Covey

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How to engage your next gen around finances - Day 4

Posted by Josh Arrington on April 2, 2020

Day Four is all about the future and financial planning!  This is an opportunity to not only talk about dreams and goals for life, but also to discuss a huge issue that younger generations today are often accused of not understanding:  Delayed Gratification.  It is...

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How to engage your next gen around finances - Day 3

Posted by Josh Arrington on April 1, 2020

Day Three and we are turning our attention to investing.  In particular, what are the different kinds of common investments, how do they differ, and why should someone want to purchase them? 

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