Why would a wealth management firm host a giving event?

Posted by Jeff Thomas on September 13, 2018

Well, our Firm did this week!  Why?  That’s easy:   We use a different scorecard than most firms.

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

Posted by Peter Roselle on September 3, 2018

“The Atlantic” published an article in 1945 titled “As We May Think”, by a brilliant scientist named Vannevar Bush. He wrote, “Consider a future device (The Memex)… in which an individual stores...

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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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Sustainable Investing: Beware of Fishing with Dynamite

Posted by Peter Roselle on August 28, 2018

In certain parts of the world fishermen use a destructive shortcut to increase the size of their catch. Instead of using nets, they drop a stick of dynamite on top of a reef to kill the fish,...

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Three Dials Deep Dive: Part I - Valuation

Posted by Ethan Pollard on August 24, 2018

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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Sustainable Investing: Pay it Forward

Posted by Peter Roselle on August 17, 2018

Back in 1916 the author Lily Hardy wrote, “You don’t pay love back, you pay it forward.” It’s a great principle that plays out in many ways in our lives. Think of parenting. There seems to be a...

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What is the ideal giving model?

Posted by Gretchen Richter on August 16, 2018
Charitable giving is an important and significant investment for many of our clients. With giving season here, we plan to dive deep into the current nonprofit landscape and share the best...
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The Three Mega-Trends in the Wealth Management Business

Posted by Jeff Thomas on August 9, 2018

“The model is broken!”

For years, that’s what I said about the wealth management business.

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

Posted by Peter Roselle on August 7, 2018

Our clients often ask us for advice on helping educate the next generation about investing principles.

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Sustainable Investing: Treasure the Human Factor

Posted by Peter Roselle on June 14, 2018

I’m a big fan of the movie “Sully”. Since I live and work near NYC, I’m often reminded of the “Miracle on the Hudson” whenever I’m near the river. My most memorable scene from the movie is when...

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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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Hurricane Harvey Update/Insurance Claim Tip

Posted by Jeff Thomas on August 28, 2017

Friends,

Greetings to you from soggy Houston!

Your Archetype team just wanted to reach out in the aftermath of hurricane Harvey

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Archetype Client Portal

Posted by Jim Munchbach on June 14, 2017

https://youtu.be/fklr8Ot-I0Q

We wanted to let you know about your new and improved Client Portal. This little "Client Login" feature at the top of each page on our website offers big benefits...

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Introducing Our Signature Service

Posted by Archetype Wealth Content Team on June 4, 2017

Free Family Financial Blueprint

Healthy people go to the doctor for regular checkups, we visit the Dentist a couple times a year to get our teeth cleaned, and when we hear a funny noise coming...

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7 Step Planning Workflow

Posted by Archetype Wealth Content Team on May 27, 2017

The Archetype Blueprint is our proprietary process for creating an extraordinary experience for every individual, family, and business owner we serve.

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Houston Archetype Wealth Partners Day One

Posted by Archetype Wealth Content Team on April 30, 2017

Open for Business

Houston based Archetype Wealth Partners is excited to announce Day One of our launch. We are a team of experienced professionals coming together to work with one heart and one...

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blueprint

Posted by Jim Munchbach on April 24, 2017

blue·print

noun: blueprint; plural noun: blueprints something resembling a blueprint (as in serving as a model or providing guidance); especially : a detailed plan, or program of action, a...

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Day One

Posted by Jim Munchbach on April 24, 2017

ar·che·type

noun: archetype the original pattern or model from which all things of the same kind are copied or on which they are based; a model or first form; prototype.

Our team has eagerly...

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