Cale Dowell

Recent Posts

Complete Representation: Do you really want to know?

Posted by Cale Dowell on June 13, 2019

What if I told you that the world you live in as a financial advisor might be a façade? 

If you've seen "The Matrix", you know that the story begins with the hero living a normal life. But there...

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Money Talks: Community

Posted by Cale Dowell on April 26, 2019

When was the last time you were that excited?

  

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

Posted by Cale Dowell on April 3, 2019

Have you wondered how much money is appropriate to give to your kids?

I had the opportunity to share a weekend with 25 families that had a net worth of $50 million or more. Part of the gathering...

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Money Talks: Will You Regret Selling Your Business?

Posted by Cale Dowell on February 28, 2019

We had the opportunity this month to host a gathering on the subject of business transitions.  When you really think about it, you realize that 100% of businesses will transition… whether it’s to...

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Money Talks: The Inheritance Trap

Posted by Cale Dowell on February 1, 2019

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...

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Money Talks: A New Year, A New Market

Posted by Cale Dowell on December 31, 2018

What is your New Year’s Resolution?  Why is that important to you?

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Money Talks: Markets Got You Dizzy?

Posted by Cale Dowell on December 18, 2018
Sawyer_Medium

Do you...

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Money Talks: Principled Investing

Posted by Cale Dowell on December 3, 2018

When it comes to savvy investing, many people think about Michael Burry profiting 489% returns off of the 2008 market crash. After all, only a handful of people in the world took the bet against...

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

Posted by Cale Dowell on November 15, 2018

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

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Money Talks: Does Culture Matter?

Posted by Cale Dowell on October 26, 2018

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...

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Money Talks: Do I Need a Financial Plan?

Posted by Cale Dowell on August 30, 2018

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...

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Archetype Welcomes Peter Roselle!

Posted by Cale Dowell on May 1, 2018

Archetype Wealth welcomes Peter Roselle! Peter adds over 30 years of wealth management and financial planning experience to the team, and will be focused on launching our New York City office....

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Archetype Wealth Partners to host event for Business Owners

Posted by Cale Dowell on September 19, 2017

Friends,

We hope that if you were affected by Hurricane Harvey, that your world is slowly getting back to normal. Our team here at Archetype Wealth Partners has been busy pitching in around town...

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