Bitcoin, the US Dollar, and sound...

As a wirehouse advisor, do you feel like you aren’t able to do everything you want to do for...

Financial markets were mixed in January as a bout of volatility saw equities turn lower after a...

In his 1973 book A Random Walk Down Wall Street, Princeton economics professor Burton Malkiel...

Culture is key. Great businesses, sports teams, colleges, and civilizations are built around strong...

Financial markets proved as resilient as ever in 2020, surviving a global pandemic, worldwide...

What is your New Year’s Resolution?  Why is that important to you?

2021 is here along with the...

“Money won’t make you happy… but everyone wants to find out for themselves.”—Zig Ziglar

I heard...

Beyond Investments

Your wealth goes beyond investments, it involves your family, your strategy and...

If you and your spouse died tomorrow, do you know how much of your estate would go to the IRS?

Equity markets surged in November as investors turned their focus from a contentious election to...

How do I bless thee? Let me count the ways.

As a wealth management company, we often discuss how to...

Can you recall a time when you received an unexpected gift? Maybe you were in need at the time, or...

As election “day” turns into election “week”, we still await official results of the Presidential...

We’ve traveled the gauntlet in a very short time during 2019 and 2020. We’ve gone from trade wars,...

Thanks to the Coronavirus Aid, Relief, and Economic Security (CARES) Act signed into law in March,...

Today I want to show you that financial planning isn’t complex and it’s actually a simple process. 

While September produced the first monthly losses for equity indexes since March’s COVID-induced...

Seasons of transition come with their own unique challenges. Not the least of which is change. And...

Our world moves at a frenetic pace. Even with all of the changes and restrictions brought on by...

If you find yourself in a season of transition, you are in good company.

We have had many...

In our series on transitions, we’ve been using the acrostic “SAIL” to define our process to help...

When you think about transition, what comes to mind? A big move? An addition to the family? A...

“We were always focused on our profit and loss statement. But cash flow was not a regularly...

We are all given a core set of resources: time, talent, treasure, truth, relationships, etc.

How...

Does budgeting really work? Or, should you throw it out the window?

Wouldn’t it be amazing if you...

Equities logged their fifth consecutive monthly gain in August, with blue-chip US stocks continuing...

🔊 Listen In

Jeff Thomas shares his journey, why he founded Archetype Wealth Partners, and how...

Spiritual capital describes the spiritual legacy we leave our children as it relates to Christian...

To most of us, we think money is a means to an end. “If I just had $X amount” seems to be a common...

While the word “inheritance” makes tangible assets (like money and real estate) come to mind, it is...

We are at our best when we are in healthy relationship with one another. Practically speaking, our...

Have you ever watched an archery tournament or seen trick shots from an archer?

The skill and...

If your money was taken from you today, what else would you give to the next generation?

When...

Almost every decision we make in life has a capital component to it. In other words, there is an...

As election season starts to heat up, we’ve gotten a lot of questions about how the outcome of the...

Money is powerful. Many blindly allow it to rule over our lives. Although it is not the source of...

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

Equity markets continued their recovery from the COVID-induced losses of the first quarter, with US...

In 2019, Hobby Lobby was listed as #89 of America Largest Private Companies. David Green started...

Be wise with your money. We have always heard it but have we ever considered it? Does this mean to...

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

Equity markets staged a roaring comeback from the COVID-induced losses of Q1, with US stocks...

Do you think of yourself as a steward or an owner?

For a long time, I thought I was in charge. I...

Our mission is to help you reach contentment.

We believe if you don’t have clarity about what...

Financial education is important and it’s never too early to teach kids about money. Money...

Success is a Process

In a world where success stories are often over-simplified, we’re led to...

When it comes to spending, how often do you feel an uneasiness in your stomach? How many times do...

Do you plan to leave an inheritance to your kids?

A 2015 report by US News found that Baby Boomers...

I have the privilege of interviewing families to capture their money story, a blessing to their...