Momma Knows Best

Posted by Conner Combs on May 12, 2019

If your Mom was like mine, she repeated herself frequently. Whether it was barking orders at us or offering nuggets of wisdom, my Mom had some common “go-to” sayings. They were annoying at the...

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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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Millennials Don't Trust Advisors and I Don't Blame Them.

Posted by Conner Combs on January 25, 2019

I’m a millennial financial advisor who is skeptical of financial advisors. We grew up when Lehman Brothers was going down. Bear Stearns collapsed and took our trust with it. Our skepticism of the...

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Who Really Needs a Financial Advisor? You.

Posted by Conner Combs on January 18, 2019

You get results with a personal trainer and you get peace of mind with a financial advisor. You set goals, customize a plan, work hard, and then enjoy the results. The only difference, of course,...

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Three Keys to an Ideal Business Transition

Posted by Jeff Thomas on January 7, 2019

100% of businesses eventually change ownership.

Who is the next owner of your business?

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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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The Elephant in the Room

Posted by Sarah Bradley on November 29, 2018

In my last blog post, I highlighted the reality of relational risks (the “Why?” behind your financial plan) in your financial portfolio (read more here). In this post, I will discuss the impact of...

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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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The Ideal Stewardship Model

Posted by Sarah Bradley on October 25, 2018

When you purchased or built your home, what did you consider? Certainly the price, probably the neighborhood. You considered whether its size could accommodate your family or future family. You...

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Who does your financial advisor really represent?

Posted by Jeff Thomas on October 19, 2018

In my recent blog entitled “The Three Mega-Trends in the Wealth Management Business”, I made the case that three important things need to happen in this industry:

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Reflections from an Empty Nest

Posted by Gretchen Richter on October 17, 2018

With the holiday season just around the corner, we have turned our focus here at Archetype toward family. Our mission is to help families thrive over generations. However, the current reality is...

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What do you mean the wealth management business needs to "grow up"?

Posted by Jeff Thomas on October 3, 2018

In my blog entitled “The Three Mega-Trends in the Wealth Management Business”, I made the case that three important things need to happen in this industry:

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5 Things for Young Professionals to Look for in an Investment Strategy

Posted by Conner Combs on September 21, 2018

Be wise with your money. We have always heard it but have we ever considered it? Does this mean to save it all for a rainy day? Invest it aggressively? Buy that new car? Hide your money underneath...

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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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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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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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