4 February 2022
January 2022 Stock Market Commentary
Global equities fell in a rocky first month of the year, as 2022 saw a return of volatility caused...
3 minute read
7 January 2022
December 2021 Stock Market Commentary
Global equities bounced back in December to cap off another strong year of performance, as concerns...
3 minute read
7 December 2021
November 2021 Stock Market Commentary
Global equities sold off in November as investors weighed the potential impact of the new Omicron...
2 minute read
8 November 2021
October 2021 Stock Market Commentary
Global equities rallied in October as investor sentiment improved, while concerns over the Delta...
2 minute read
8 October 2021
September 2021 Market Commentary
Global equities fell in September for their first monthly decline since January on concerns that...
3 minute read
7 September 2021
August 2021 Stock Market Commentary
Global equities advanced in August for their seventh consecutive monthly gain, with concerns over...
3 minute read
3 August 2021
July 2021 Stock Market Commentary
Equities advanced in July for a sixth consecutive monthly gain, as domestic market strength...
3 minute read
8 July 2021
June 2021: 2nd Quarter Stock Market Commentary
Equities marched higher in June for a fifth consecutive monthly gain, as the global economic...
2 minute read
6 July 2021
Our Process for Stock Market Commentary
Each month, Archetype’s Investment Committee parses through the news and the noise to determine...
2 minute read
4 June 2021
May 2021 Stock Market Commentary
Global equities advanced in May for the fourth consecutive month as the world economic recovery...
3 minute read
10 May 2021
April 2021 Stock Market Commentary
Equity markets saw a third consecutive monthly increase in April, as the global economic...
3 minute read
9 April 2021
2021 First Quarter Stock Market Commentary
Equity markets advanced in March for a second consecutive monthly gain, capping a strong first...
3 minute read
9 March 2021
Concerned About Inflation? Learn How Diversification Acts as a Hedge
The success of the COVID vaccines has spurred growth expectations, as headlines have turned from...
3 minute read
4 March 2021
February 2021 Stock Market Commentary
Equity markets advanced in February after a rocky start to the year, with improving economic data...
3 minute read
5 February 2021
January 2021 Stock Market Commentary
Financial markets were mixed in January as a bout of volatility saw equities turn lower after a...
3 minute read
14 January 2021
Thriving Family Principle: Evidence Not Opinion
In his 1973 book A Random Walk Down Wall Street, Princeton economics professor Burton Malkiel...
2 minute read
7 January 2021
2020 Year-End Commentary
Financial markets proved as resilient as ever in 2020, surviving a global pandemic, worldwide...
3 minute read
4 December 2020
November 2020 Stock Market Commentary
Equity markets surged in November as investors turned their focus from a contentious election to...
4 minute read
6 November 2020
October 2020 Stock Market Commentary
As election “day” turns into election “week”, we still await official results of the Presidential...
4 minute read
5 October 2020
2020 Third Quarter Stock Market Commentary
While September produced the first monthly losses for equity indexes since March’s COVID-induced...
3 minute read
4 September 2020
August 2020 Stock Market Commentary
Equities logged their fifth consecutive monthly gain in August, with blue-chip US stocks continuing...
3 minute read
11 August 2020
How the Presidential Race may Impact Equity Markets
As election season starts to heat up, we’ve gotten a lot of questions about how the outcome of the...
2 minute read
5 August 2020
July 2020 Market Commentary
Equity markets continued their recovery from the COVID-induced losses of the first quarter, with US...
3 minute read
6 July 2020
2020 Second Quarter Stock Market Update
Equity markets staged a roaring comeback from the COVID-induced losses of Q1, with US stocks...
3 minute read
6 May 2020
April 2020 Market Commentary
Equity markets in April experienced their best monthly gains since 1987, as a swift rebound from...
3 minute read
3 April 2020
2020 First Quarter Stock Market Commentary
It is remarkable the change that one quarter can bring. This time three months ago, the new...
4 minute read
30 March 2020
Three Dials Deep Dive: Economic Fundamentals
In an effort to help clients and the general public understand our investment methodology, this...
4 minute read
30 March 2020
Three Dials Deep Dive: Momentum
The Three Dials Deep Dive series is designed to help clients and the general public to understand...
4 minute read
30 March 2020
Three Dials Deep Dive: Valuation
As you may know, our firm uses a proprietary asset allocation model we call “The Three Dials”,...
5 minute read
26 March 2020
Thriving Family Principle: Simplicity Wins - Investment Strategy
In 2007, Berkshire Hathaway chairman Warren Buffett, who is widely considered to be one of...
2 minute read
10 March 2020
Market Update 3/9/2020
Markets are off to a rocky start this week, as continued coronavirus fears combined with a global...
1 minute read
6 March 2020
February 2020 Market Commentary
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3 minute read
4 February 2020
January 2020 Market Commentary
The new year got off to a somewhat rocky start, as the effects of the Wuhan coronavirus outbreak...
3 minute read
9 January 2020
2019 Year-End Commentary
Financial markets were strong across the board in 2019, as every major asset class bounced back...
3 minute read
5 December 2019
November 2019 Market Commentary
With one month remaining in 2019, financial markets are on track for robust annual gains across the...
2 minute read
4 November 2019
October 2019 Market Commentary
Global markets advanced during October as optimism fueled by a third Fed rate cut and progressing...
3 minute read
4 October 2019
2019 Third Quarter Market Commentary
Despite a quarter filled with nervy headlines ranging from recession risks, political turmoil and...
3 minute read
4 September 2019
August 2019 Market Commentary
Equity markets declined in August as a rush of negative headlines led to a risk-off attitude for...
3 minute read
16 August 2019
The Inverted Yield Curve
With all the buzz in the news on the “inverted yield curve”, we have put together a helpful primer...
2 minute read
5 August 2019
July 2019 Market Commentary
The month of July offered investors a little bit of everything, including new all-time highs for...
3 minute read
9 July 2019
2019 Second Quarter Market Commentary
During the second quarter of 2019, equity markets churned out another solid performance, despite...
3 minute read
6 June 2019
May 2019 Market Commentary
Volatility returned to equity markets in May after four consecutive months of gains to start the...
3 minute read
13 May 2019
April 2019 Market Commentary
Through the end of April, equity markets logged a fourth consecutive monthly gain to start the...
3 minute read
15 April 2019
2019 First Quarter Market Commentary
Financial markets seem to have emerged from a dark winter, with Q1 seeing strong rebounds in...
3 minute read
8 March 2019
February 2019 Market Commentary
February saw a second consecutive monthly gain for equity markets to start the year, as stock...
2 minute read
5 February 2019
January 2019 Market Commentary
What a difference a month can make! Markets that ended 2018 with steep December declines reversed...
2 minute read
11 January 2019
2018 Year-end Market Commentary
2018 proved to be a curious year for financial markets. At the end of the third quarter, US stocks...
3 minute read
21 December 2018
Mid-December Market Update
Merry Christmas to you and yours!
This Christmas season, we hope you are focusing on spending time...
4 minute read
5 December 2018
November 2018 Market Commentary
Financial markets bounced back from a rough October to see gains across the board for the month of...
3 minute read
20 November 2018
Frequently Asked Questions: Investing with the Three Dials
We never want to be a “Black Box” when it comes to our investment strategies and philosophies. In...
3 minute read