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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