Money: It’s a medium of exchange or a tool. Nothing more, nothing less.

Posted by Chip Brackley on August 27, 2020

To most of us, we think money is a means to an end. “If I just had $X amount” seems to be a common theme.

What we’ve found at Archetype is money doesn’t always solve problems, and in many cases it can create new ones. Like the lottery problem: You win... you get a...

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Character Capital

Posted by Trevor Harris on August 26, 2020

While the word “inheritance” makes tangible assets (like money and real estate) come to mind, it is often the intangible assets that surface first when impacting the next generation.

Trust, honor, commitment, and integrity are some of the many traits that define...

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Relational Capital

Posted by Josh Arrington on August 24, 2020

We are at our best when we are in healthy relationship with one another. Practically speaking, our network of relationships impacts our lives in a myriad of ways: Finding the right doctor, getting that new job, landing a key referral, meeting a significant other –...

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Thriving Family Principle: Have a Written Plan

Posted by Sarah Bradley on August 21, 2020

We recently met with a business owner who had spent the majority of his life building a successful chemicals company. Though he enjoyed his work, the inevitability of age had forced the conversation of succession. He had thought through and explored several options...

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Intellectual Capital

Posted by Sarah Bradley on August 19, 2020

If your money was taken from you today, what else would you give to the next generation?

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Financial Capital

Posted by Cale Dowell on August 17, 2020

Almost every decision we make in life has a capital component to it. In other words, there is an exchange or investment of value involved. As we’ve outlined before, the Five Capitals that make up a “Full Inheritance” are:

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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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