2019 Third Quarter Market Commentary
Despite a quarter filled with nervy headlines ranging from recession risks, political turmoil and...
3 minute read
What Do You Mean by "The Chick-fil-A of Wealth Management"?
When we describe our company to financial industry folks, we often use the shorthand description...
3 minute read
Millennials Don't Trust Advisors and I Don't Blame Them
I’m a millennial financial advisor who is skeptical of financial advisors. We grew up when Lehman...
2 minute read
The Mission-Driven Advisor: Autonomy
Are you a wirehouse advisor that desires greater autonomy?
If so, you are not alone. According to...
2 minute read
The Power of Gratitude: Counteracting Entitlement
One of the most common questions we get asked as advisors is, “How do I not ruin my kids with...
3 minute read
Money Talks: How Much Money Should You Leave to Your Kids?
Have you wondered how much money is appropriate to give to your kids?
I had the opportunity to...
2 minute read
Preparing the Next Generation for Their Financial Future
In 1984, a young kid named Daniel moved to California and quickly became the target of a group of...
4 minute read
What is Your Biggest Challenge Operating at a Wirehouse?
What is your biggest challenge operating at a wirehouse?
- Changes in compensation?
- Insufficient...
3 minute read
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
What is the Ideal Giving Model?
Charitable giving is an important and significant investment for many of our clients. With giving...
3 minute read
Returning to the Nest
Over 50% of young people who are graduating from college are moving back home. At one point in time...
2 minute read
5 Steps to More Meaningful Giving
We recognize that charitable giving is an important and significant investment for many of our...
3 minute read
The Mission-Driven Advisor: Why the Exodus from the Wirehouse?
“Let My People Go”
These are likely the four best-known words from the Book of Exodus uttered from...
3 minute read
Generational Wisdom: A Tale of Three Kings - Part 2
King David’s son, Solomon, stewarded abundant wealth with great wisdom. But what of David’s...
1 minute read
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
Reflections from an Empty Nest
With college just around the corner, parents experience an influx of emotions as their kids gear up...
2 minute read
8/5/19 Market Update
We had our company’s Investment Committee meeting last Friday and are releasing our “Monthly Market...
1 minute read
July 2019 Market Commentary
The month of July offered investors a little bit of everything, including new all-time highs for...
3 minute read
What's the Best Way to Start Saving After College?
Once you graduate from college and accept your first position, you may feel like you’re on top of...
2 minute read
Generational Wisdom: A Tale of Three Kings - Part 1
Remember David, the kid who killed Goliath, the giant? He started as a shepherd boy and went on to...
2 minute read
Do You Really Want to be a Financial Advisor?
One of the most common questions we receive from young professionals is, “how do I make the jump to...
2 minute read
The Mission-Driven Advisor: Is the Grass Really Greener for RIAs?
Is the grass really greener for RIAs? According to a recent article in Financial Advisor magazine,...
2 minute read
2019 Second Quarter Market Commentary
During the second quarter of 2019, equity markets churned out another solid performance, despite...
3 minute read
Generational Wisdom: Do You Know?
Could something as simple as sharing family stories around the dinner table or while on vacation...
2 minute read
What Does the SEC’s “Regulation Best Interest” Have to do With You?
Here’s what SEC Commissioner Robert Jackson, Jr., said about the Regulations’ passing:
“My hope...
1 minute read
Complete Representation: Do You Really Want to Know?
What if I told you that the world you live in as a financial advisor might be a façade?
If you've...
3 minute read
May 2019 Market Commentary
Volatility returned to equity markets in May after four consecutive months of gains to start the...
3 minute read
Advisors: Why United Capital's Sale to Goldman Sachs Matters to You
Goldman Sachs announced they were buying 14 year old RIA, United Capital, for $750 mm in cash on...
3 minute read
The Mission-Driven Advisor: Are You a Fiduciary 100% of the Time?
“Are you a fiduciary 100% of the time?”
How do you answer that question when clients or prospects...
2 minute read
April 2019 Market Commentary
Through the end of April, equity markets logged a fourth consecutive monthly gain to start the...
3 minute read
Momma Knows Best
If your Mom was like mine, she repeated herself frequently. Whether it was barking orders at us or...
2 minute read
Money Talks: Community
It never ceases to amaze me how the simplest things can bring a huge smile to my child’s face....
2 minute read
Inheriting Wealth: Not a Burden to Bear, but a Privilege to Steward
Inheriting wealth, big or small, is an uncomfortable topic. For some, it provides security...
2 minute read
Second Anniversary Thoughts
April 25th, 2019 marks Archetype’s two year anniversary as an independent company. Our team started...
2 minute read
2019 First Quarter Market Commentary
Financial markets seem to have emerged from a dark winter, with Q1 seeing strong rebounds in...
3 minute read
February 2019 Market Commentary
February saw a second consecutive monthly gain for equity markets to start the year, as stock...
2 minute read
Will You Regret Selling Your Business?
When you really think about it, you realize that 100% of businesses will transition… whether it’s...
3 minute read
January 2019 Market Commentary
What a difference a month can make! Markets that ended 2018 with steep December declines reversed...
2 minute read
Strategy Matters. Who Really Needs a Financial Advisor? You.
You get results with a personal trainer and you get peace of mind with a financial advisor. You set...
3 minute read
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
Mid-December Market Update
Merry Christmas to you and yours!
This Christmas season, we hope you are focusing on spending time...
4 minute read
Money Talks: Stock Markets Got You Dizzy?
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2 minute read
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
Money Talks: Principled Investing
When it comes to savvy investing, many people think about Michael Burry profiting 489% returns off...
2 minute read
The Elephant in the Room
In my last blog post, I highlighted the reality of relational risks (the “Why?” behind your...
1 minute read
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
Why Would a Wealth Management Firm Focus on Helping Families Thrive?
Why would a Wealth Management company host an event on helping families thrive?
At Archetype, we...
2 minute read
October 2018 Market Commentary
If October felt scary to you for reasons unrelated to Halloween, it may be due to the stock...
4 minute read
The Ideal Stewardship Model
When you purchased or built your home, what did you consider? Certainly the price, probably the...
1 minute read
Holiday Reflections from an Empty Nest
With the holiday season just around the corner, we have turned our focus here at Archetype toward...
3 minute read