Archetype Wealth Content Team

Recent Posts

On the Radio: an Interview with Jeff Thomas

Posted by Archetype Wealth Content Team on September 2, 2020

🔊Listen In: Jeff Thomas shares his journey, why he founded Archetype Wealth Partners, and how Archetype serves high-capacity families uniquely: Helping families thrive across generations by connecting their money with their purpose. 

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Does Money Have a Hold on You?

Posted by Archetype Wealth Content Team 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 Things for Young Entrepreneurs to Look for in an Investment Strategy

Posted by Archetype Wealth Content Team on July 28, 2020

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 the mattress? Part of managing finances is knowing how to choose the...

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How to engage your next gen around finances - Day 5

Posted by Archetype Wealth Content Team on April 3, 2020

 “Life is not about accumulation; it is about contribution” – Stephen Covey

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Tax Break for Charitable Donations in New COVID-19 Stimulus Bill

Posted by Archetype Wealth Content Team on March 26, 2020

New information has come out about the relief package the Senate passed in response to the COVID-19 outbreak. There are many provisions in this 900 page bill but one of the overlooked provisions is a universal tax break for charitable donations for the 2020 tax...

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To the Young, Variable Income Earners...

Posted by Archetype Wealth Content Team on February 6, 2020

I married a variable income earner and we moved to New York City. I could not be happier, but there have been some challenges, especially in the area of planning for our financial future. My wife owns her own business doing a variety of jobs from speaking across the...

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10 Times More Likely to Stay Together Forever

Posted by Archetype Wealth Content Team on October 16, 2019

I’m about to get married and I’m writing about divorce. One of the biggest reasons for divorce is money. This is true for couples across the board: blue collar, white collar, or no collar. It’s great to have money but it is awful if money has you.

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

Posted by Archetype Wealth Content Team on October 1, 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 financial industry keeps us from utilizing the resources and wisdom...

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What is the ideal giving model?

Posted by Archetype Wealth Content Team on August 28, 2019
Charitable giving is an important and significant investment for many of our clients. With giving season just around the corner, we wanted to take a look at the current nonprofit landscape and share the best practices that we learned from philanthropic experts...
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Returning to the Nest

Posted by Archetype Wealth Content Team on August 28, 2019

Over 50% of young people who are graduating from college are moving back home. At one point in time this would have been considered somewhat embarrassing, but for some, it’s smart. Rent prices are at all-time highs, cost of living is only going up, and student debt...

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5 Steps to More Meaningful Giving

Posted by Archetype Wealth Content Team on August 27, 2019

We recognize that charitable giving is an important and significant investment for many of our clients. We strive to provide both wisdom and resources to help them better navigate the current, often overwhelming, nonprofit landscape. To that end, we humbly present...

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Reflections from an Empty Nest

Posted by Archetype Wealth Content Team on August 9, 2019

With college just around the corner, parents experience an influx of emotions as their kids gear up to leave the nest. 

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What's the Best Way to Start Saving after College?

Posted by Archetype Wealth Content Team on July 23, 2019

Once you graduate from college and accept your first position, you may feel like you’re on top of the world.  This exciting time in your life also causes you to face many new questions.  Young adults frequently ask us about the best way to start saving for their...

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Momma Knows Best

Posted by Archetype Wealth Content Team 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 time but continue to prove valuable to this day. In honor of Mother’s...

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Inheriting Wealth: Not a Burden to Bear, but a Privilege to Steward

Posted by Archetype Wealth Content Team on April 22, 2019

Inheriting wealth, big or small, is an uncomfortable topic. For some, it provides security privately but for others it changes them publicly. Some hide it out of shame and others boast about it.

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Strategy Matters. Who Really Needs a Financial Advisor? You.

Posted by Archetype Wealth Content Team 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, is that we do the work for you.

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Reflections from an Empty Nest

Posted by Archetype Wealth Content Team 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 that many families are not thriving and younger generations are...

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Your Money Impacts 4 Key Areas

Posted by Archetype Wealth Content Team on September 19, 2018

YOUR WEALTH INVOLVES more than simply picking the right investments. Your money affects your family, your legacy, your strategy and your investments. 

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Archetype Client Portal

Posted by Archetype Wealth Content Team 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 for your family.

Easy Access in One Place

Your Client Portal lets you...

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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 from under the hood, we visit our master mechanic. That funny noise may...

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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 mission: To help families across generations by connecting their money...

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blueprint

Posted by Archetype Wealth Content Team on April 24, 2017

blue·print

noun: blueprint; plural noun: blueprintssomething resembling a blueprint (as in serving as a model or providing guidance); especially : a detailed plan, or program of action, a blueprint for building something that will endure.

At Archetype Wealth...

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Day One

Posted by Archetype Wealth Content Team on April 24, 2017

ar·che·type

noun: archetypethe 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 waited for the right time to announce the launch of our new firm ...

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