What is the ideal giving model?

Posted by Archetype Wealth Content Team on August 28, 2019
Charitable giving is an important and significant investment for many of our clients. With giving season just around the corner, we wanted to take a look at the current nonprofit landscape and...
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Returning to the Nest

Posted by Conner Combs on August 28, 2019

Over 50% of young people who are graduating from college are moving back home. At one point in time this would have been considered somewhat embarrassing, but for some, it’s smart. Rent prices are...

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5 Steps to More Meaningful Giving

Posted by Archetype Wealth Content Team on August 27, 2019

We recognize that charitable giving is an important and significant investment for many of our clients. We strive to provide both wisdom and resources to help them better navigate the current,...

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

Posted by Jeff Thomas on August 26, 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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Three Dials Deep Dive: Valuation

Posted by Ethan Pollard on August 23, 2019

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...

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Generational Wisdom: A Tale of Three Kings - Part II

Posted by Sarah Bradley on August 21, 2019

King David’s son, Solomon, stewarded abundant wealth with great wisdom. But what of David’s grandson, Rehoboam?

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The Inverted Yield Curve

Posted by Ethan Pollard on August 16, 2019

With all the buzz in the news on the “inverted yield curve”, we have put together a helpful primer on what this means for the economy and the stock market.

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Reflections from an Empty Nest

Posted by Archetype Wealth Content Team on August 9, 2019

With college just around the corner, parents experience an influx of emotions as their kids gear up to leave the nest. 

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8/5 Market Update

Posted by Jeff Thomas on August 5, 2019

We had our company’s Investment Committee meeting last Friday and are releasing our “Monthly Market Commentary” today.  In light of the sell-off in stocks today, we thought we would offer this...

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July Market Commentary

Posted by Ethan Pollard on August 5, 2019

The month of July offered investors a little bit of everything, including new all-time highs for equity indexes and a month-end selloff inspired by the first rate cut from the Federal Reserve in...

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Three Keys to an Ideal Business Transition

Posted by Jeff Thomas on August 1, 2019

100% of businesses eventually change ownership.

Who is the next owner of your business?

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