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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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
Interview3

 

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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 Archetype Wealth Content Team 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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Know Your Options: PPP and EIDL

Posted by Archetype Wealth Content Team on April 8, 2020

Have you already applied for the PPP? What about the EIDL?

 

Small business owners are facing several questions regarding their financing options as they work to navigate uncharted territory. These programs can be a big help. 

Here is a quick guide on the...

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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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How to engage your next gen around finances - Day 2

Posted by Josh Arrington on March 31, 2020

Welcome to day two of our Financial Basics information.  Today, we are taking on a subject that is crucial to financial success - budgeting.  Sadly, in all areas of life and among people of all ages and economic standings, I am always amazed at how many people do...

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Market Update 3/30

Posted by Jeff Thomas on March 30, 2020
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Three Dials Deep Dive: Economic Fundamentals

Posted by Ethan Pollard on March 30, 2020

In an effort to help clients and the general public to understand our investment methodology, this post is the second in a three-part deep dive into each of our firm’s Three Dials, which serve as the backbone of our proprietary portfolio construction model. The goal...

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Three Dials Deep Dive: Momentum

Posted by Ethan Pollard on March 30, 2020

The Three Dials Deep Dive series is designed to help clients and the general public to understand our investment methodology. Over the past several months, we have been exploring each of our Firm’s Three Dials, which serve as the backbone of our proprietary...

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How to engage your next gen around finances - Day 1

Posted by Josh Arrington on March 30, 2020

Welcome to an opportunity to bond with your children and to teach them some valuable lessons they may not learn in our traditional education system.  The goal is not to turn them into financial experts or to cover every detail of the various concepts covered.  The...

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Three Dials Deep Dive: Valuation

Posted by Ethan Pollard on March 30, 2020

As you may know, our firm uses a proprietary asset allocation model we call “The Three Dials”, wherein we look at three primary indicators in the markets and the overall economy that tend to determine the performance of financial assets. 

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Tax Break for Charitable Donations in New COVID-19 Stimulus Bill

Posted by Conner Combs on March 26, 2020

New information has come out about the relief package the Senate passed in response to the COVID-19 outbreak. There are many provisions in this 900 page bill but one of the overlooked provisions is a universal tax break for charitable donations for the 2020 tax...

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Thriving Family Principle: Simplicity Wins

Posted by Ethan Pollard on March 26, 2020

In 2007, Berkshire Hathaway chairman Warren Buffet, who is widely considered to be one of history’s most successful investors, issued a challenge to Wall Street’s largest and most sophisticated money managers. He wagered that over the next ten years, a low-cost,...

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Market Update 3/23

Posted by Jeff Thomas on March 23, 2020
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Having a Financial Plan Reduces Stress

Posted by Josh Arrington on March 17, 2020

Twenty years ago, when I was new to working in the world of wealth management, I started working with two wonderful new (married) clients—James and Sue.  James was a well-respected engineer for a large, well-respected organization and Sue had stopped working outside...

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Market Update 3/16

Posted by Jeff Thomas on March 16, 2020

 

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Market Update 3/12

Posted by Jeff Thomas on March 12, 2020
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Market Update 3/9

Posted by Ethan Pollard on March 10, 2020

Markets are off to a rocky start this week, as continued coronavirus fears combined with a global price war in the oil markets to send global stocks into negative territory. While the headlines remain alarming and these significant one-day drops in stock indexes can...

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February 2020 Market Commentary

Posted by Ethan Pollard on March 6, 2020
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Market Update 3/3

Posted by Jeff Thomas on March 3, 2020
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Market Update 2/28

Posted by Jeff Thomas on February 28, 2020

 

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