August 2020 Market Commentary

Posted by Ethan Pollard on September 4, 2020

Equities logged their fifth consecutive monthly gain in August, with blue-chip US stocks continuing to lead global markets higher. The S&P 500 index, which tracks the performance of the 500 largest domestic stocks, advanced +7% on the month for a year-to-date (YTD)...

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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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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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We Make Our Choices and Then Our Choices Make Us

Posted by Chip Brackley on July 27, 2020

What is financial success? Is it having a lot of money, being able to buy what you want, having the money to travel or something else?

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Does Culture Matter?

Posted by Cale Dowell on July 15, 2020

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 their corporate headquarters in giant block letters. They are a...

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Don't Let Emotions Drive Your Investment Decisions

Posted by Chip Brackley on July 7, 2020

With all of the volatility in the market the last few months, I wanted to discuss the importance of shutting out the noise and making smart investing decisions.

 

As investors, many of us are hyper focused on returns… especially over the short-term.

What we’ve...

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Second Quarter Market Update

Posted by Ethan Pollard on July 6, 2020
2q2020
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Your Decisions = Your Destination

Posted by Kane McGukin on July 1, 2020

When it comes to spending, how often do you feel an uneasiness in your stomach? How many times do you find yourself wishing you had a better or different lifestyle? Even worse, do you often find yourself comparing your income to your siblings or closest friends?

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May 2020 Market Commentary

Posted by Jeff Thomas on June 2, 2020
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April 2020 Market Commentary

Posted by Ethan Pollard on May 6, 2020
AprilUpdate

 

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Stewarding Your Wealth

Posted by Leslie Adame 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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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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Market Update 3/30

Posted by Jeff Thomas on March 30, 2020
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Three Dials Deep Dive: Economic Fundamentals

Posted by Ethan Pollard on March 30, 2020

In an effort to help clients and the general public to understand our investment methodology, this post is the second in a three-part deep dive into each of our firm’s Three Dials, which serve as the backbone of our proprietary portfolio construction model. The goal...

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Three Dials Deep Dive: Momentum

Posted by Ethan Pollard on March 30, 2020

The Three Dials Deep Dive series is designed to help clients and the general public to understand our investment methodology. Over the past several months, we have been exploring each of our Firm’s Three Dials, which serve as the backbone of our proprietary...

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Three Dials Deep Dive: Valuation

Posted by Ethan Pollard on March 30, 2020

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 determine the performance of financial assets. 

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Thriving Family Principle: Simplicity Wins

Posted by Ethan Pollard on March 26, 2020

In 2007, Berkshire Hathaway chairman Warren Buffet, who is widely considered to be one of history’s most successful investors, issued a challenge to Wall Street’s largest and most sophisticated money managers. He wagered that over the next ten years, a low-cost,...

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Market Update 3/23

Posted by Jeff Thomas on March 23, 2020
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Market Update 3/16

Posted by Jeff Thomas on March 16, 2020

 

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Market Update 3/12

Posted by Jeff Thomas on March 12, 2020
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Market Update 3/9

Posted by Ethan Pollard on March 10, 2020

Markets are off to a rocky start this week, as continued coronavirus fears combined with a global price war in the oil markets to send global stocks into negative territory. While the headlines remain alarming and these significant one-day drops in stock indexes can...

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February 2020 Market Commentary

Posted by Ethan Pollard on March 6, 2020
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Market Update 3/3

Posted by Jeff Thomas on March 3, 2020
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Market Update 2/28

Posted by Jeff Thomas on February 28, 2020

 

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2/24 Market Update

Posted by Jeff Thomas on February 24, 2020

Stocks sold off today, as the Coronavirus spread globally.  The S&P 500 fell 3.27%, with the other two major U.S. indexes both solidly in the red for the day.

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January 2020 Market Commentary

Posted by Ethan Pollard on February 4, 2020

The new year got off to a somewhat rocky start, as the effects of the Wuhan coronavirus outbreak continue to make their way through financial markets. As of this writing, there have been over twenty thousand confirmed cases and 426 deaths, with comparisons being...

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2019 Year-End Commentary

Posted by Ethan Pollard on January 9, 2020

Financial markets were strong across the board in 2019, as every major asset class bounced back from a rough 2018 to exhibit above-average returns. The S&P 500, one of the best barometers for US stock performance, recovered from a -4.4% loss in 2018 to gain +31.5%...

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November 2019 Market Commentary

Posted by Ethan Pollard on December 5, 2019

With one month remaining in 2019, financial markets are on track for robust annual gains across the board, rebounding from a lackluster 2018. Global equities advanced in November as the prolonged US-China trade negotiations continued to drive the market discourse....

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Thriving Family Principle: Evidence Not Opinion

Posted by Ethan Pollard on November 19, 2019

In his 1973 book A Random Walk Down Wall Street, Princeton economics professor Burton Malkiel performed an experiment wherein he modeled the performance of a hypothetical stock by charting the results of a random coin flip. If the stock landed on heads, he would...

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October Market Commentary

Posted by Ethan Pollard on November 4, 2019

Global markets advanced during October as optimism fueled by a third Fed rate cut and progressing US-China trade talks outpaced concerns over US manufacturing levels. The Russell 3000 Index, one of the broadest measures of US stock market performance, advanced +2.2%...

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Risks of Private Equity Ownership of RIAs

Posted by Jeff Thomas on October 31, 2019

Shirl Penney, CEO of Dynasty Financial Partners, created a flap in the wealth management industry last week when he warned advisors joining private equity (PE)-backed Registered Investment Advisors (RIAs) about the possible negative influences of such ownership. [1].

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Third Quarter Market Commentary

Posted by Ethan Pollard on October 4, 2019

Despite a quarter filled with nervy headlines ranging from recession risks, political turmoil and global uncertainty, domestic equity markets managed to produce modest gains. The Russell 3000 Index, one of the broadest measures of US stock market performance,...

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August Market Commentary

Posted by Ethan Pollard on September 4, 2019

Equity markets declined in August as a rush of negative headlines led to a risk-off attitude for the month. Aside from the now commonplace hand-wringing over trade wars and other global geopolitical concerns, worries arose over the potential recession implications...

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The Inverted Yield Curve

Posted by Ethan Pollard on August 16, 2019

With all the buzz in the news on the “inverted yield curve”, we have put together a helpful primer on what this means for the economy and the stock market.

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8/5 Market Update

Posted by Jeff Thomas on August 5, 2019

We had our company’s Investment Committee meeting last Friday and are releasing our “Monthly Market Commentary” today.  In light of the sell-off in stocks today, we thought we would offer this quick update of what happened along with our perspective.

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July Market Commentary

Posted by Ethan Pollard on August 5, 2019

The month of July offered investors a little bit of everything, including new all-time highs for equity indexes and a month-end selloff inspired by the first rate cut from the Federal Reserve in over a decade. The S&P 500 gained +1.4% in July on its way to...

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Second Quarter Market Commentary

Posted by Ethan Pollard on July 9, 2019

During the second quarter of 2019, equity markets churned out another solid performance, despite experiencing some inter-month volatility. The Russell 3000 Index, one of the broadest measures of domestic stock market performance, gained +4.1% during the quarter and...

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May 2019 Market Commentary

Posted by Ethan Pollard on June 6, 2019

Volatility returned to equity markets in May after four consecutive months of gains to start the year. The Russell 3000 Index, used to measure the broad performance of US stocks, declined -6.5% in May, though the index is still up +10.9% year-to-date. International...

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April 2019 Market Commentary

Posted by Ethan Pollard on May 13, 2019

Through the end of April, equity markets logged a fourth consecutive monthly gain to start the year, with major indexes recovering to levels last seen prior to the 2018 Q4 selloff. The Russell 3000 Index, used to measure the broad performance of US stocks, gained...

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First Quarter Market Commentary

Posted by Ethan Pollard on April 15, 2019

Financial markets seem to have emerged from a dark winter, with Q1 seeing strong rebounds in performance after last December’s steep sell-off. US stocks advanced +14.0% in Q1 as measured by the Russell 3000 index, recovering nearly all of its losses from the prior...

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February 2019 Market Commentary

Posted by Ethan Pollard on March 8, 2019

February saw a second consecutive monthly gain for equity markets to start the year, as stock prices continued to claw back losses from the fourth quarter of 2018. US markets rose +3.5% this month, marking a +12.4% gain year-to-date per the Russell 3000 index....

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January 2019 Market Commentary

Posted by Ethan Pollard on February 5, 2019

What a difference a month can make! Markets that ended 2018 with steep December declines reversed course to churn out robust gains during the month of January. The S&P 500, the most widely followed domestic equity index, turned a -9.0% December loss into a +8.0%...

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2018 Year-end Market Commentary

Posted by Ethan Pollard on January 11, 2019

2018 proved to be a curious year for financial markets. At the end of the third quarter, US stocks were firmly on track for their tenth consecutive year of gains, up +10.6% on the year through Q3 as measured by the Russell 3000. Then, we saw a shift as US equities...

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Mid-December Market Update

Posted by Ethan Pollard on December 21, 2018

Merry Christmas to you and yours!

This Christmas season, we hope you are focusing on spending time with loved ones and celebrating Christ’s birth.  At Archetype, our job is to worry about the markets so that you don’t have to!  However, in case you have been...

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Money Talks: Markets Got You Dizzy?

Posted by Cale Dowell on December 18, 2018

Do you ever...

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November 2018 Market Commentary

Posted by Ethan Pollard on December 5, 2018

Financial markets bounced back from a rough October to see gains across the board for the month of November. The S&P 500 gained +2.0% on the month and appears poised to end 2018 in positive territory for the tenth consecutive year, having gained +5.1% year-to-date....

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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 mortgage-backed securities at its peak and walked away with a hefty...

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Frequently Asked Questions: The Three Dials

Posted by Ethan Pollard on November 20, 2018

We never want to be a “Black Box” when it comes to our investment strategies and philosophies. In fact, we want our clients to be empowered with the knowledge of how their assets are being deployed, and have the comfort of knowing that there are downside protection...

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October 2018 Market Commentary

Posted by Ethan Pollard on November 6, 2018

 If October felt scary to you for reasons unrelated to Halloween, it may be due to the stock market’s biggest one-month decline in nearly ten years. In February of 2009, the S&P 500 index lost -10.6%, marking the end to the roughly 56% decline in stocks brought on...

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