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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5 Steps to More Meaningful Giving

Posted by Gretchen Richter on November 14, 2018

November marks the height of charitable giving season. A quick glance at our local charity event calendar shows an array of upcoming events benefiting everything from homeless pets to literacy...

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October 2018 Market Commentary

Posted by Ethan Pollard on November 6, 2018

 If October felt scary to you for reasons unrelated to Halloween, it may be due to the stock market’s biggest one-month decline in nearly ten years. In February of 2009, the S&P 500 index lost...

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Three Dials Deep Dive: Part III – Momentum

Posted by Ethan Pollard on November 2, 2018

Welcome to the third and final installment of the Archetype Wealth Partners Three Dials Deep Dive, where we attempt to help clients and the general public to understand our investment methodology....

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Money Talks: Does Culture Matter?

Posted by Cale Dowell on October 26, 2018

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...

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The Ideal Stewardship Model

Posted by Sarah Bradley on October 25, 2018

When you purchased or built your home, what did you consider? Certainly the price, probably the neighborhood. You considered whether its size could accommodate your family or future family. You...

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