19 June 2020
Generational Wisdom: A Father's Blessing
I have the privilege of interviewing families to capture their money story, a blessing to their...
3 minute read
18 June 2020
Selling Your Business: How are Current Valuations?
Jeff Thomas, CEO of Archetype Wealth Management, and Matt Gilbert, Principal of GAP Advisors, share...
2 minute read
15 June 2020
Business Planning: Getting the Best Business Valuation
Valuation matters, but is it only the bigger companies that get the big valuations? Can some of the...
1 minute read
12 June 2020
Selling Your Business: Trade-off Between a Great Culture/Best Price?
The reality is, if you don't plan your exit well or have a good team put together to execute the...
1 minute read
11 June 2020
How Has COVID-19 Impacted the M&A Market?
Jeff Thomas, CEO of Archetype Wealth Management, and Matt Gilbert, Principal of GAP Advisors, share...
1 minute read
2 June 2020
May 2020 Market Commentary
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3 minute read
1 June 2020
Who Does Your Financial Advisor Really Represent?
In my recent blog entitled The Three Mega-Trends in the Wealth Management Business, I made the case...
3 minute read
26 May 2020
Three Keys to an Ideal Business Transition
100% of businesses eventually change ownership. Who is the next owner of your business?
Do you...
3 minute read
20 May 2020
Narrative Before Numbers
In The Three Mega-Trends in Wealth Management, I made the case that three important things need to...
2 minute read
11 May 2020
Generational Wisdom: The Power of Story in Your Legacy
We are obsessed with culture: how to create it, sustain it, and multiply it . But culture isn’t...
2 minute read
11 May 2020
The 3 Mega-Trends in the Wealth Management Business
The Model is Broken!
For years, that’s what I said about the wealth management business.
For 25...
2 minute read
11 May 2020
What Do You Mean the Wealth Management Business Needs to Grow Up?
In my blog “The Three Mega-Trends in the Wealth Management Business”, I made the case that three...
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
23 April 2020
Money Talks: Do I Need a Financial Plan?
Developing a clear picture of your financial future is no small feat – even the world’s biggest...
4 minute read
7 April 2020
Stock Market Update 4/7/20
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1 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
3 April 2020
3 Key Points for Small Business Owners on the CARES Act
Hey everyone, Chip Brackley here with Archetype Wealth Partners. Over the last week, we've had a...
2 minute read
3 April 2020
How to Engage Your Next Gen Around Finances - Day 5
“Life is not about accumulation; it is about contribution” – Stephen Covey
day 5 - gENEROSITY
I....4 minute read
2 April 2020
How to Engage Your Next Gen Around Finances - Day 4
Day Four is all about the future and financial planning
This is an opportunity to not only talk...
4 minute read
1 April 2020
How to Engage Your Next Gen Around Finances - Day 3
Day Three and we are turning our attention to investing. In particular, what are the different...
6 minute read
31 March 2020
How to Engage Your Next Gen Around Finances - Day 2
Welcome to day two of our Financial Basics information
Today, we are taking on a subject that is...
6 minute read
30 March 2020
Market Update 3/30
There is never a dull moment in this market!
In last week’s video, we talked about how the market...
1 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
How to Engage Your Next Gen Around Finances - Day 1
Welcome to an opportunity to bond with your children and to teach them some valuable lessons they...
5 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
23 March 2020
Market Update 3/23/2020
After last week’s market sell-off, the Fed made an unprecedented move this morning. It began what...
1 minute read
17 March 2020
Having a Financial Plan Reduces Stress
Twenty years ago, when I was new to working in the world of wealth management, I started working...
4 minute read
16 March 2020
Market Update 3/16/2020
The big financial news over the weekend was that the Fed cut rates by a full point and made...
2 minute read
12 March 2020
Market Update 3/12
Well, it was another wild day in the markets. Fear over the corona virus continues to grow. We know...
1 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
3 March 2020
Market Update 3/3/2020
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1 minute read
28 February 2020
Market Update 2/28/2020
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1 minute read
24 February 2020
Market Update 2/24
Stocks sold off today, as the Coronavirus spread globally. The S&P 500 fell 3.27%, with the other...
1 minute read
6 February 2020
To the Young, Variable Income Earners...
I married a variable income earner and we moved to New York City. I could not be happier, but there...
2 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
1 January 2020
Money Talks: A New Year, A New Market
What is your New Year’s Resolution? Why is that important to you?
Two Thousand Twenty is here...
4 minute read
19 December 2019
The Mission-Driven Advisor: Culture
Are you a financial advisor that doesn’t feel a strong alignment with your firm’s culture?
You are...
3 minute read
16 December 2019
Thriving Family Principle: Life is a Team Sport
“Fifty-two percent of senior female executives played sports at the university level, compare to...
2 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
15 November 2019
Thriving Family Principle: Don't Quit
RE-TIRE
A 75 year-old client gave a keynote speech recently claiming that the last 10 years have...
1 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
1 November 2019
Seven Generations
I recently went on a wine tour that included a tasting from a winery called “7 Generations”. Their...
1 minute read
29 October 2019
Thoughts on Becoming a Grandparent
A week ago, my first grandchild, Cameron, was born. His mother, my daughter Ally, went to the...
1 minute read
16 October 2019
10 Times More Likely to Stay Together Forever
I’m about to get married and I’m writing about divorce. One of the biggest reasons for divorce is...
2 minute read
15 October 2019
THRIVE: Empowering Women Around Finances
What a weekend! It was a joy to gather with women from across the city (and state!) for our first...
2 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