If you’ve received stock options or Restricted Stock Units (RSUs) as part of your compensation...

Tracking every turn of the stock market can be an exhausting game. Being aware of the primary...

In the last update, we discussed Bitcoin Bear Markets, what a Bitcoin Halving is, and a potential...

Financial markets ebb and flow over time. Some months or years they are up and others they are...

Bear markets in Bitcoin are brutal… and long. They’ve historically seen prices fall 70-80%+ and...

Recently a friend mentioned an excerpt from the book Predictably Irrational. While reading a few...

One of the best things about J.P. Morgan is they put out quality research. David Kelly, Chief...

In 2023, traditional financial markets picked up right where the Crypto Crash left off. The past...

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

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

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

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

Bitcoin, the US Dollar, and sound...

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

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

I heard...

The reality is, if you don't plan your exit well or have a good team put together to execute the...

In my blog  “The Three Mega-Trends in the Wealth Management Business”, I made the case that three...

Are you a financial advisor that doesn’t feel a strong alignment with your firm’s culture?

You are...

What a weekend! It was a joy to gather with women from across the city (and state!) for our first...

What is your biggest challenge operating at a wirehouse?

• Changes in compensation?
• Insufficient...

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

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

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

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

That’s easy: We use a different scorecard than most firms.   

Our team launched Archetype Wealth...