One of our firm’s 12 principles is “Empower, Don’t Control”.

When Sarah Fontenot first started at...

Investment returns typically garner a lot of attention from individual investors. Should...

Outside of family, education is likely to have the largest impact on the outcome of an individual’s...

Beyond Investments

Your wealth goes beyond investments, it involves your family, your strategy and...

We are all given a core set of resources: time, talent, treasure, truth, relationships, etc.

How...

Spiritual capital describes the spiritual legacy we leave our children as it relates to Christian...

While the word “inheritance” makes tangible assets (like money and real estate) come to mind, it is...

We are at our best when we are in healthy relationship with one another. Practically speaking, our...

If your money was taken from you today, what else would you give to the next generation?

When...

Almost every decision we make in life has a capital component to it. In other words, there is an...

When you think about the word “inheritance”, what comes to mind? If you are like most, then money...

Financial education is important and it’s never too early to teach kids about money. Money...

When it comes to spending, how often do you feel an uneasiness in your stomach? How many times do...

Do you plan to leave an inheritance to your kids?

A 2015 report by US News found that Baby Boomers...

I have the privilege of interviewing families to capture their money story, a blessing to their...

We are obsessed with culture: how to create it, sustain it, and multiply it . But culture isn’t...

 “Life is not about accumulation; it is about contribution” – Stephen Covey

day 5 - gENEROSITY

Day Four is all about the future and financial planning 

This is an opportunity to not only talk...

Day Three and we are turning our attention to investing. In particular, what are the different...

Welcome to day two of our Financial Basics information

Today, we are taking on a subject that is...

Welcome to an opportunity to bond with your children and to teach them some valuable lessons they...

I recently went on a wine tour that included a tasting from a winery called “7 Generations”. Their...

A week ago, my first grandchild, Cameron, was born. His mother, my daughter Ally, went to the...

I’m about to get married and I’m writing about divorce. One of the biggest reasons for divorce is...

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

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

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

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

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

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

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...

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

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