When we describe our company to financial industry folks, we often use the shorthand description...

I’m a millennial financial advisor who is skeptical of financial advisors. We grew up when Lehman...

Are you a wirehouse advisor that desires greater autonomy?

If so, you are not alone. According to...

One of the most common questions we get asked as advisors is, “How do I not ruin my kids with...

Have you wondered how much money is appropriate to give to your kids?

I had the opportunity to...

In 1984, a young kid named Daniel moved to California and quickly became the target of a group of...

What is your biggest challenge operating at a wirehouse?

• Changes in compensation?
• Insufficient...

Equity markets declined in August as a rush of negative headlines led to a risk-off attitude for...

Over 50% of young people who are graduating from college are moving back home. At one point in time...

We recognize that charitable giving is an important and significant investment for many of our...

“Let My People Go”

These are likely the four best-known words from the Book of Exodus uttered from...

King David’s son, Solomon, stewarded abundant wealth with great wisdom. But what of David’s...

With all the buzz in the news on the “inverted yield curve”, we have put together a helpful primer...

With college just around the corner, parents experience an influx of emotions as their kids gear up...

We had our company’s Investment Committee meeting last Friday and are releasing our “Monthly Market...

The month of July offered investors a little bit of everything, including new all-time highs for...

Once you graduate from college and accept your first position, you may feel like you’re on top of...

Remember David, the kid who killed Goliath, the giant? He started as a shepherd boy and went on to...

One of the most common questions we receive from young professionals is, “how do I make the jump to...

Is the grass really greener for RIAs? According to a recent article in Financial Advisor magazine,...

During the second quarter of 2019, equity markets churned out another solid performance, despite...

Could something as simple as sharing family stories around the dinner table or while on vacation...

Here’s what SEC Commissioner Robert Jackson, Jr., said about the Regulations’ passing:

“My hope...

What if I told you that the world you live in as a financial advisor might be a façade? 

If you've...

Volatility returned to equity markets in May after four consecutive months of gains to start the...

Goldman Sachs announced they were buying 14 year old RIA, United Capital, for $750 mm in cash on...

“Are you a fiduciary 100% of the time?”

How do you answer that question when clients or prospects...

Through the end of April, equity markets logged a fourth consecutive monthly gain to start the...

If your Mom was like mine, she repeated herself frequently. Whether it was barking orders at us or...

It never ceases to amaze me how the simplest things can bring a huge smile to my child’s face....

Inheriting wealth, big or small, is an uncomfortable topic. For some, it provides security...

April 25^th, 2019 marks Archetype’s two year anniversary as an independent company. Our team started...

Financial markets seem to have emerged from a dark winter, with Q1 seeing strong rebounds in...

February saw a second consecutive monthly gain for equity markets to start the year, as stock...

When you really think about it, you realize that 100% of businesses will transition… whether it’s...

What a difference a month can make! Markets that ended 2018 with steep December declines reversed...

You get results with a personal trainer and you get peace of mind with a financial advisor. You set...

2018 proved to be a curious year for financial markets. At the end of the third quarter, US stocks...

Merry Christmas to you and yours!

This Christmas season, we hope you are focusing on spending time...

Financial markets bounced back from a rough October to see gains across the board for the month of...

When it comes to savvy investing, many people think about Michael Burry profiting 489% returns off...

In my last blog post, I highlighted the reality of relational risks (the “Why?” behind your...

We never want to be a “Black Box” when it comes to our investment strategies and philosophies. In...

Why would a Wealth Management company host an event on helping families thrive?

At Archetype, we...

If October felt scary to you for reasons unrelated to Halloween, it may be due to the stock...

When you purchased or built your home, what did you consider? Certainly the price, probably the...

With the holiday season just around the corner, we have turned our focus here at Archetype toward...

At market close on October 15^th, the S&P 500 index was down about -6.5% from its peak last month,...