Markets were largely positive in March as investors weathered the second and third largest bank...

Financial markets pulled back in February, consolidating their January gains as interest rates and...

Financial markets rallied in January as investors hope to put 2022 behind them and move on to...

Markets sold off in December to cap a year to forget for investors, with both stocks and bonds...

Global equities continued their fourth quarter surge with another monthly gain in November. Market...

Markets continued their roller coaster ride as US equities surged in October, with the bellwether...

Markets continued their slide in September, marking the third consecutive quarter of declines for...

Principles guide our behaviors even when we aren’t aware of them. They are fundamental truths,...

Global equities fell in August, paring the previous month’s gains as fears over higher interest...

Global equities rallied in July, with optimism over corporate earnings and a seemingly dovish turn...

Bitcoin and other cryptocurrencies have had a tough run since the peak in November 2021. Digital...

Global equities fell further into negative territory during June to cap the worst start to a year...

When it comes to life and money, a great rule to follow is Simplicity Wins! I find myself sitting...

Global equities ended an eventful month roughly where they started, briefly touching bear market...

Global equities sold off in April to re-test their Q1 lows, with concerns over inflation, interest...

With core bond indexes down nearly 6% in the first quarter and more than 7% since the end of 2020,...

Global equities were largely positive in March, ending a choppy first quarter on a positive note...

Global equities continued their slide with a second consecutive monthly decline, as the fear of war...

Global equities fell in a rocky first month of the year, as 2022 saw a return of volatility caused...

Global equities bounced back in December to cap off another strong year of performance, as concerns...

Global equities sold off in November as investors weighed the potential impact of the new Omicron...

With the rise of the internet, the ease of connecting online, and increasing access to everything...

Global equities rallied in October as investor sentiment improved, while concerns over the Delta...

Global equities fell in September for their first monthly decline since January on concerns that...

When you think about the word “inheritance”, what comes to mind? If you are like most, then money...

Too long; didn't read (TLDR) To beat inflation, you need to make different choices at home,...

For starters, DeFi, stands for Decentralized Finance. Basically, this means everything associated...

For the first time in history, individuals have a monetary technology that isn’t just one thing,...

By simply answering yes or no, we'd be doing you a disservice. Crypto is bigger than just “Should I...

One of our firm’s 12 principles is “Empower, Don’t Control”.

When Sarah Fontenot first started at...

Investment returns typically garner a lot of attention from individual investors. Should...

Global equities advanced in August for their seventh consecutive monthly gain, with concerns over...

Equities advanced in July for a sixth consecutive monthly gain, as domestic market strength...

As we accumulate wealth our financial lives become increasingly complex. This often leads to more...

Peter Drucker, the great American management educator, is famously quoted for the phrase, “Culture...

Shirl Penney, CEO of Dynasty Financial Partners, created a flap in the wealth management industry...

Equities marched higher in June for a fifth consecutive monthly gain, as the global economic...

When I started in the wealth management business over 25 years ago, I called myself the “CFO’s...

Each month, Archetype’s Investment Committee parses through the news and the noise to determine...

The wealth management industry is having a reckoning right now. The broker-dealer’s conflicts of...

“When the perception of risk is lowest, actual risk is highest. When perception of risk is highest...

Global equities advanced in May for the fourth consecutive month as the world economic recovery...

“In any moment of decision, the best thing you can do is the right thing, the next best thing is...

With all of the volatility in the market the last few months, I wanted to discuss the impact...

Equity markets saw a third consecutive monthly increase in April, as the global economic...

President Biden’s American Families Plan created buzz among investors due to the proposed tax hikes...

Equity markets advanced in March for a second consecutive monthly gain, capping a strong first...

Outside of family, education is likely to have the largest impact on the outcome of an individual’s...

The success of the COVID vaccines has spurred growth expectations, as headlines have turned from...

Equity markets advanced in February after a rocky start to the year, with improving economic data...