Money Talks: The Inheritance Trap

Generational Wisdom: A Father's Blessing

Selling your business: How are current valuations?

Getting the most value for your business

Selling your business: Trade-off between a great culture or the best price?

How has COVID-19 impacted the M&A market?

May 2020 Market Commentary

Who Does Your Financial Advisor Really Represent?

Three Keys to an Ideal Business Transition

Narrative Before Numbers

Generational Wisdom: The Power of Story

The Three Mega-Trends in the Wealth Management Business

What Do You Mean the Wealth Management Business Needs to "Grow Up"?

April 2020 Market Commentary

Money Talks: Do I Need a Financial Plan?

Stewarding Your Wealth

Know Your Options: PPP and EIDL

Market Update 4/7

First Quarter Market Commentary

3 Key Points for Small Business Owners on the CARES Act

How to engage your next gen around finances - Day 5

How to engage your next gen around finances - Day 4

How to engage your next gen around finances - Day 3

How to engage your next gen around finances - Day 2

Market Update 3/30

Three Dials Deep Dive: Economic Fundamentals

Three Dials Deep Dive: Momentum

How to engage your next gen around finances - Day 1

Three Dials Deep Dive: Valuation

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

Thriving Family Principle: Simplicity Wins

Market Update 3/23

Having a Financial Plan Reduces Stress

Market Update 3/16

Market Update 3/12

Market Update 3/9

February 2020 Market Commentary

Market Update 3/3

Market Update 2/28

2/24 Market Update

Being on the Right Side of History

To the Young, Variable Income Earners...

January 2020 Market Commentary

Thriving Family Principle: Steward not Owner

2019 Year-End Commentary

Money Talks: A New Year, A New Market

The Mission-Driven Advisor: Culture

Thriving Family Principle: Life is a Team Sport

November 2019 Market Commentary

Thriving Family Principle: Evidence Not Opinion

Thriving Family Principle: Don't Quit

October Market Commentary

Seven Generations

Risks of Private Equity Ownership of RIAs

Thoughts on Becoming a Grandparent

10 Times More Likely to Stay Together Forever

THRIVE: Empowering Women Around Finances

Third Quarter Market Commentary

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

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

The Mission-Driven Advisor: Autonomy

How do you Counteract Entitlement?

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

Preparing the Next Generation for Their Financial Future

What is Your Biggest Challenge Operating at a Wirehouse?

August Market Commentary

What is the ideal giving model?

Returning to the Nest

5 Steps to More Meaningful Giving

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

Generational Wisdom: A Tale of Three Kings - Part II

The Inverted Yield Curve

Reflections from an Empty Nest

8/5 Market Update

July Market Commentary

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

Generational Wisdom: A Tale of Three Kings Part 1

Do You Really Want to be a Financial Advisor?

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

Second Quarter Market Commentary

Generational Wisdom: Do You Know?

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

Complete Representation: Do you really want to know?

May 2019 Market Commentary

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

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

April 2019 Market Commentary

Momma Knows Best

Money Talks: Community

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

Second Anniversary Thoughts

First Quarter Market Commentary

February 2019 Market Commentary

Will You Regret Selling Your Business?

January 2019 Market Commentary

Who Really Needs a Financial Advisor? You.

2018 Year-end Market Commentary

Mid-December Market Update

Money Talks: Markets Got You Dizzy?

November 2018 Market Commentary

Money Talks: Principled Investing

The Elephant in the Room

Frequently Asked Questions: The Three Dials

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

October 2018 Market Commentary

Does Culture Matter?

The Ideal Stewardship Model

Reflections from an Empty Nest

Market Update 10/15

2018 Third Quarter Market Commentary

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

Your Money Impacts 4 Key Areas

Why would a wealth management firm host a giving event?

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

Sustainable Investing: Beware of Fishing with Dynamite

Sustainable Investing: Pay it Forward

Consider "Sustainable Investing" as a Conversation Starter with the Next Generation

Sustainable Investing: Treasure the Human Factor

Archetype Welcomes Peter Roselle!

Archetype Wealth Partners to host event for Business Owners

Hurricane Harvey Update/Insurance Claim Tip

Archetype Client Portal

Introducing Our Signature Service

Houston Archetype Wealth Partners Day One


Day One