Three Dials Deep Dive: Part II – Fundamentals

Posted by Ethan Pollard on October 9, 2018

Three Dials Deep Dive: Part II – Fundamentals

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2018 Third Quarter Market Commentary

Posted by Ethan Pollard on October 5, 2018

With Q3 in the books, we find ourselves looking back on another quarter where US stocks outperformed all other assets, and portfolio diversification is again on trial. The debate over the merits...

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What do you mean the wealth management business needs to "grow up"?

Posted by Jeff Thomas on October 3, 2018

In my 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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5 Things for Young Professionals to Look for in an Investment Strategy

Posted by Conner Combs on September 21, 2018

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...

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Your Money Impacts 4 Key Areas

Posted by Archetype Wealth Content Team on September 19, 2018

YOUR WEALTH INVOLVES more than simply picking the right investments. Your money affects your family, your legacy, your strategy and your investments. 

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Why would a wealth management firm host a giving event?

Posted by Jeff Thomas on September 13, 2018

Well, our Firm did this week!  Why?  That’s easy:   We use a different scorecard than most firms.

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Who does your financial advisor really represent?

Posted by Jeff Thomas on September 10, 2018

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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Sustainable Investing: Your “Why” Shouldn’t Make Them Cry

Posted by Peter Roselle on September 3, 2018

“The Atlantic” published an article in 1945 titled “As We May Think”, by a brilliant scientist named Vannevar Bush. He wrote, “Consider a future device (The Memex)… in which an individual stores...

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Money Talks: Do I Need a Financial Plan?

Posted by Cale Dowell on August 30, 2018

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...

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Sustainable Investing: Beware of Fishing with Dynamite

Posted by Peter Roselle on August 28, 2018

In certain parts of the world fishermen use a destructive shortcut to increase the size of their catch. Instead of using nets, they drop a stick of dynamite on top of a reef to kill the fish,...

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