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

Posted by Jeff Thomas on May 23, 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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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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Money Talks: Will You Regret Selling Your Business?

Posted by Cale Dowell on February 28, 2019

We had the opportunity this month to host a gathering on the subject of business transitions.  When you really think about it, you realize that 100% of businesses will transition… whether it’s to...

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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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Three Keys to an Ideal Business Transition

Posted by Jeff Thomas on January 7, 2019

100% of businesses eventually change ownership.

Who is the next owner of your business?

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