Thriving Family Principle: How do you empower kids as leaders?
One of our firm’s 12 principles is “Empower, Don’t Control”.
When Sarah Fontenot first started at...
2 minute read
The Secret to Creating Wealth: Returns or Cash Flow?
Investment returns typically garner a lot of attention from individual investors. Should...
4 minute read
Generational Wealth Begins With Education And Financial Literacy
Outside of family, education is likely to have the largest impact on the outcome of an individual’s...
4 minute read
Stewarding Your Wealth
Beyond Investments
Your wealth goes beyond investments, it involves your family, your strategy and...
2 minute read
Do You Have Time to Understand What Your Use of Money is Telling You?
We are all given a core set of resources: time, talent, treasure, truth, relationships, etc.
How...
4 minute read
Spiritual Capital: How Big is Your Capital Investment?
Spiritual capital describes the spiritual legacy we leave our children as it relates to Christian...
2 minute read
Character Capital: What Traits Do You Want to Hand Down?
While the word “inheritance” makes tangible assets (like money and real estate) come to mind, it is...
2 minute read
Relational Capital: The Importance of Relationships in Life & Success
We are at our best when we are in healthy relationship with one another. Practically speaking, our...
5 minute read
Intellectual Capital: Wisdom & Lessons Learned Are What Drives Wealth
If your money was taken from you today, what else would you give to the next generation?
When...
2 minute read
Financial Capital: A Resource That Fuels More Than Your Investments
Almost every decision we make in life has a capital component to it. In other words, there is an...
3 minute read
5 Capitals: True Value of An Inheritance
When you think about the word “inheritance”, what comes to mind? If you are like most, then money...
9 minute read
It’s Never Too Early to Teach Your Kids About Money
Financial education is important and it’s never too early to teach kids about money. Money...
5 minute read
Your Decisions Drive Your Contentment and Determine Your Destination
When it comes to spending, how often do you feel an uneasiness in your stomach? How many times do...
10 minute read
Money Talks: The Inheritance Trap
Do you plan to leave an inheritance to your kids?
A 2015 report by US News found that Baby Boomers...
4 minute read
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
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
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
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
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
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
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
Seven Generations
I recently went on a wine tour that included a tasting from a winery called “7 Generations”. Their...
1 minute read
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
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
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
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
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
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
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
Generational Wisdom: Do You Know?
Could something as simple as sharing family stories around the dinner table or while on vacation...
2 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
The Elephant in the Room
In my last blog post, I highlighted the reality of relational risks (the “Why?” behind your...
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