Generational Wisdom: The Power of Story

Posted by Sarah Bradley on May 11, 2020

We are obsessed with culture: how to create it, sustain it, and multiply it . But culture isn’t merely for companies and organizations. Every family has its own culture as well.  This culture is built moment by moment over the lifespans of current, former...

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Stewarding Your Wealth

Posted by Archetype Wealth Content Team 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...

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How to engage your next gen around finances - Day 5

Posted by Conner Combs on April 3, 2020

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

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How to engage your next gen around finances - Day 4

Posted by Josh Arrington on April 2, 2020

Day Four is all about the future and financial planning!  This is an opportunity to not only talk about dreams and goals for life, but also to discuss a huge issue that younger generations today are often accused of not understanding:  Delayed...

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How to engage your next gen around finances - Day 3

Posted by Josh Arrington on April 1, 2020

Day Three and we are turning our attention to investing.  In particular, what are the different kinds of common investments, how do they differ, and why should someone want to purchase them? 

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How to engage your next gen around finances - Day 2

Posted by Josh Arrington on March 31, 2020

Welcome to day two of our Financial Basics information.  Today, we are taking on a subject that is crucial to financial success - budgeting.  Sadly, in all areas of life and among people of all ages and economic standings, I am always amazed at how many...

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How to engage your next gen around finances - Day 1

Posted by Josh Arrington on March 30, 2020

Welcome to an opportunity to bond with your children and to teach them some valuable lessons they may not learn in our traditional education system.  The goal is not to turn them into financial experts or to cover every detail of the various concepts...

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To the Young, Variable Income Earners...

Posted by Conner Combs 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...

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Seven Generations

Posted by Jeff Thomas on November 1, 2019

I recently went on a wine tour that included a tasting from a winery called “7 Generations”.  Their brochure talked about being in the wine business for 180 years. 

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Thoughts on Becoming a Grandparent

Posted by Jeff Thomas on October 29, 2019

A week ago, my first grandchild, Cameron, was born.  His mother, my daughter Ally, went to the hospital just as Jose Altuve hit a walk-off homer to send the Astros to the World Series!

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10 Times More Likely to Stay Together Forever

Posted by Conner Combs 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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THRIVE: Empowering Women Around Finances

Posted by Sarah Bradley on October 15, 2019

What a weekend! It was a joy to gather with women from across the city (and state!) for our first THRIVE event. We discussed the foundations of wealth and the impact that cultivating gratitude can have on your legacy.

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How do you Counteract Entitlement?

Posted by Sarah Bradley on September 25, 2019

One of the most common questions we get asked as advisors is, “How do I not ruin my kids with money?” Many successful couples face the reality that their wealth will one day flow to one of three places: charity, their kids, or the IRS. And the reality that...

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

Posted by Cale Dowell on September 19, 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 was to discuss this challenging question, and it was the most...

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Preparing the Next Generation for Their Financial Future

Posted by Cale Dowell on September 12, 2019

In 1984, a young kid named Daniel moved to California and quickly became the target of a group of bullies that studied karate at the Cobra Kai dojo. Fortunately for Daniel, he befriends an unassuming repairman, Mr. Miyagi, and is transformed into one of...

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Generational Wisdom: A Tale of Three Kings - Part II

Posted by Sarah Bradley on August 21, 2019

King David’s son, Solomon, stewarded abundant wealth with great wisdom. But what of David’s grandson, Rehoboam?

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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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Generational Wisdom: A Tale of Three Kings Part 1

Posted by Sarah Bradley on July 19, 2019

Remember David, the kid who killed Goliath, the giant? He started as a shepherd boy and went on to rule a kingdom worth multiple billions in today’s dollars. His son, Solomon, became the wealthiest man of his time (worth approximately two trillion in...

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Generational Wisdom: Do You Know?

Posted by Sarah Bradley on July 3, 2019

Could something as simple as sharing family stories around the dinner table or while on vacation significantly and positively impact your kids?

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Generational Wisdom: A Father's Blessing

Posted by Sarah Bradley on June 16, 2019

I have the privilege of interviewing families to capture their money story, a blessing to their children, and the legacy of values they wish to pass down to the next generation. While I love every part of this process, I am particularly fond of the...

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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 time but continue to prove valuable to this day. In honor of...

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

Posted by Conner Combs 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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Will You Regret Selling Your Business?

Posted by Cale Dowell on February 28, 2019

When you really think about it, you realize that 100% of businesses will transition… whether it’s to a family member, a buyer, or simply closing the doors. Every company undergoes a transition of some kind.

 

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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 transference of wealth in human history over the next 30...

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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 failing to consider those risks.

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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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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 looked at school district zoning and thought through how long...

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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...

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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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