August Market Commentary

Posted by Ethan Pollard on September 4, 2019

Equity markets declined in August as a rush of negative headlines led to a risk-off attitude for the month. Aside from the now commonplace hand-wringing over trade wars and other global...

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What is the ideal giving model?

Posted by Archetype Wealth Content Team on August 28, 2019
Charitable giving is an important and significant investment for many of our clients. With giving season just around the corner, we wanted to take a look at the current nonprofit landscape and...
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Returning to the Nest

Posted by Conner Combs on August 28, 2019

Over 50% of young people who are graduating from college are moving back home. At one point in time this would have been considered somewhat embarrassing, but for some, it’s smart. Rent prices are...

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5 Steps to More Meaningful Giving

Posted by Archetype Wealth Content Team on August 27, 2019

We recognize that charitable giving is an important and significant investment for many of our clients. We strive to provide both wisdom and resources to help them better navigate the current,...

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The Mission-Driven Advisor: Why The Exodus from the Wirehouse?

Posted by Jeff Thomas on August 26, 2019

“Let My People Go”

These are likely the four best-known words from the Book of Exodus uttered from Moses to Pharoah.

Over the last several years, wirehouse headcount has been falling in the single...

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The Mission-Driven Advisor: Autonomy

Posted by Jeff Thomas on August 26, 2019

Are you a wirehouse advisor that desires greater autonomy?

If so, you are not alone.  According to Cerulli's "U.S. RIA Marketplace 2018" report, the desire for greater autonomy is the number one...

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Generational Wisdom: A Tale of Three Kings - Part II

Posted by Sarah Bradley on August 21, 2019

King David’s son, Solomon, stewarded abundant wealth with great wisdom. But what of David’s grandson, Rehoboam?

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What is Your Biggest Challenge Operating at a Wirehouse?

Posted by Jeff Thomas on August 20, 2019

What is your biggest challenge operating at a wirehouse?

  • Changes in compensation?
  • Insufficient staffing support?
  • Firm culture?
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The Inverted Yield Curve

Posted by Ethan Pollard on August 16, 2019

With all the buzz in the news on the “inverted yield curve”, we have put together a helpful primer on what this means for the economy and the stock market.

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Reflections from an Empty Nest

Posted by Archetype Wealth Content Team on August 9, 2019

With college just around the corner, parents experience an influx of emotions as their kids gear up to leave the nest. 

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8/5 Market Update

Posted by Jeff Thomas on August 5, 2019

We had our company’s Investment Committee meeting last Friday and are releasing our “Monthly Market Commentary” today.  In light of the sell-off in stocks today, we thought we would offer this...

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July Market Commentary

Posted by Ethan Pollard on August 5, 2019

The month of July offered investors a little bit of everything, including new all-time highs for equity indexes and a month-end selloff inspired by the first rate cut from the Federal Reserve in...

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Three Keys to an Ideal Business Transition

Posted by Jeff Thomas on August 1, 2019

100% of businesses eventually change ownership.

Who is the next owner of your business?

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What's the Best Way to Start Saving after College?

Posted by Conner Combs on July 23, 2019

Once you graduate from college and accept your first position, you may feel like you’re on top of the world.  This exciting time in your life also causes you to face many new questions.  Young...

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Generational Wisdom: A Tale of Three Kings Part 1

Posted by Sarah Bradley on July 19, 2019

Remember David, the kid who killed Goliath, the giant? He started as a shepherd boy and went on to rule a kingdom worth multiple billions in today’s dollars. His son, Solomon, became the...

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Do You Really Want to be a Financial Advisor?

Posted by Cale Dowell on July 15, 2019

One of the most common questions we receive from young professionals is, “how do I make the jump to being a Financial Advisor?”

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The Mission-Driven Advisor: Is the Grass Really Greener for RIAs?

Posted by Jeff Thomas on July 10, 2019

Is the grass really greener for RIAs?  According to a recent article in Financial Advisor magazine, the answer is a resounding “Yes”, according to brokers. [1]

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Second Quarter Market Commentary

Posted by Ethan Pollard on July 9, 2019

During the second quarter of 2019, equity markets churned out another solid performance, despite experiencing some inter-month volatility. The Russell 3000 Index, one of the broadest measures of...

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Generational Wisdom: Do You Know?

Posted by Sarah Bradley on July 3, 2019

Could something as simple as sharing family stories around the dinner table or while on vacation significantly and positively impact your kids?

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Generational Wisdom: The Power of Story

Posted by Sarah Bradley on June 26, 2019

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...

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What does the SEC’s passing of “Regulation Best Interest” have to do with you?

Posted by Jeff Thomas on June 19, 2019

Here’s what SEC Commissioner Robert Jackson, Jr., said about the Regulations’ passing:

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Generational Wisdom: A Father's Blessing

Posted by Sarah Bradley on June 16, 2019

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...

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Complete Representation: Do you really want to know?

Posted by Cale Dowell on June 13, 2019

What if I told you that the world you live in as a financial advisor might be a façade? 

If you've seen "The Matrix", you know that the story begins with the hero living a normal life. But there...

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Generational Wisdom: The Power of Gratitude

Posted by Sarah Bradley on June 13, 2019

One of the most common questions we get asked as advisors is, “How do I not ruin my kids with money?” Many successful couples face the reality that their wealth will one day flow to one of three...

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May 2019 Market Commentary

Posted by Ethan Pollard on June 6, 2019

Volatility returned to equity markets in May after four consecutive months of gains to start the year. The Russell 3000 Index, used to measure the broad performance of US stocks, declined -6.5% in...

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The Mission-Driven Advisor: Why Should United Capital's Sale to Goldman Sachs Matter to You?

Posted by Jeff Thomas on June 6, 2019

Goldman Sachs announced they were buying 14 year old RIA, United Capital, for $750 mm in cash on May 16, 2019.  The 220 advisors who sold to the independent RIA, United Capital, are about to work...

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The Mission-Driven Advisor: Are You a Fiduciary 100% of the time?

Posted by Jeff Thomas on May 31, 2019

Are you a fiduciary 100% of the time?”

 

How do you answer that question when clients or prospects ask it?

It was a question I used to dread as an advisor at the wirehouse. 

 

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April 2019 Market Commentary

Posted by Ethan Pollard on May 13, 2019

Through the end of April, equity markets logged a fourth consecutive monthly gain to start the year, with major indexes recovering to levels last seen prior to the 2018 Q4 selloff. The Russell...

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Momma Knows Best

Posted by Conner Combs on May 12, 2019

If your Mom was like mine, she repeated herself frequently. Whether it was barking orders at us or offering nuggets of wisdom, my Mom had some common “go-to” sayings. They were annoying at the...

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Money Talks: Community

Posted by Cale Dowell on April 26, 2019

 

When was the last time you were that excited?

  

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Inheriting Wealth: Not a Burden to Bear, but a Privilege to Steward

Posted by Conner Combs on April 22, 2019

Inheriting wealth, big or small, is an uncomfortable topic. For some, it provides security privately but for others it changes them publicly. Some hide it out of shame and others boast about it.

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Second Anniversary Thoughts

Posted by Jeff Thomas on April 16, 2019

April 25th, 2019 marks Archetype’s two year anniversary as an independent company. Our team started Archetype after spending 25 years at the largest global brokerage firms—including the last 17...

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First Quarter Market Commentary

Posted by Ethan Pollard on April 15, 2019

Financial markets seem to have emerged from a dark winter, with Q1 seeing strong rebounds in performance after last December’s steep sell-off. US stocks advanced +14.0% in Q1 as measured by the...

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Money Talks: How Much Money Should You Leave to Your Kids?

Posted by Cale Dowell on April 3, 2019

Have you wondered how much money is appropriate to give to your kids?

I had the opportunity to share a weekend with 25 families that had a net worth of $50 million or more. Part of the gathering...

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February 2019 Market Commentary

Posted by Ethan Pollard on March 8, 2019

February saw a second consecutive monthly gain for equity markets to start the year, as stock prices continued to claw back losses from the fourth quarter of 2018. US markets rose +3.5% this...

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Will You Regret Selling Your Business?

Posted by Cale Dowell on February 28, 2019

When you really think about it, you realize that 100% of businesses will transition… whether it’s to a family member, a buyer, or simply closing the doors. Every company undergoes a transition of...

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January 2019 Market Commentary

Posted by Ethan Pollard on February 5, 2019

What a difference a month can make! Markets that ended 2018 with steep December declines reversed course to churn out robust gains during the month of January. The S&P 500, the most widely...

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Money Talks: The Inheritance Trap

Posted by Cale Dowell on February 1, 2019

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...

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Millennials Don't Trust Advisors and I Don't Blame Them.

Posted by Conner Combs on January 25, 2019

I’m a millennial financial advisor who is skeptical of financial advisors. We grew up when Lehman Brothers was going down. Bear Stearns collapsed and took our trust with it. Our skepticism of the...

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Who Really Needs a Financial Advisor? You.

Posted by Conner Combs on January 18, 2019

You get results with a personal trainer and you get peace of mind with a financial advisor. You set goals, customize a plan, work hard, and then enjoy the results. The only difference, of course,...

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What Do You Mean by "The Chick-fil-A of Wealth Management"?

Posted by Jeff Thomas on January 14, 2019

When we describe our company to financial industry folks, we often use the shorthand description that we are building “the Chick-fil-A of wealth management”.  But, what does that mean exactly?

...

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2018 Year-end Market Commentary

Posted by Ethan Pollard on January 11, 2019

2018 proved to be a curious year for financial markets. At the end of the third quarter, US stocks were firmly on track for their tenth consecutive year of gains, up +10.6% on the year through Q3...

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Money Talks: A New Year, A New Market

Posted by Cale Dowell on December 31, 2018

What is your New Year’s Resolution?  Why is that important to you?

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Mid-December Market Update

Posted by Ethan Pollard on December 21, 2018

Merry Christmas to you and yours!

This Christmas season, we hope you are focusing on spending time with loved ones and celebrating Christ’s birth.  At Archetype, our job is to worry about the...

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Money Talks: Markets Got You Dizzy?

Posted by Cale Dowell on December 18, 2018
Sawyer_Medium

Do you...

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November 2018 Market Commentary

Posted by Ethan Pollard on December 5, 2018

Financial markets bounced back from a rough October to see gains across the board for the month of November. The S&P 500 gained +2.0% on the month and appears poised to end 2018 in positive...

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Money Talks: Principled Investing

Posted by Cale Dowell on December 3, 2018

When it comes to savvy investing, many people think about Michael Burry profiting 489% returns off of the 2008 market crash. After all, only a handful of people in the world took the bet against...

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The Elephant in the Room

Posted by Sarah Bradley on November 29, 2018

In my last blog post, I highlighted the reality of relational risks (the “Why?” behind your financial plan) in your financial portfolio (read more here). In this post, I will discuss the impact of...

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Frequently Asked Questions: The Three Dials

Posted by Ethan Pollard on November 20, 2018

Here at Archetype, we never want to be a “Black Box” when it comes to our investment strategies and philosophies. In fact, we want our clients to be empowered with the knowledge of how their...

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Why would a Wealth Management company host an event on helping your family thrive?

Posted by Cale Dowell on November 15, 2018

Why would a Wealth Management company host an event on helping families thrive?

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