Many high-income professionals and business owners work hard, earn well, and build impressive...

Have you already applied for the PPP? What about the EIDL?

Small business owners are facing...

If you’re like most investors, you probably hate paying capital gains tax. What if we told you...

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

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

“In any moment of decision, the best thing you can do is the right thing, the next best thing is...

President Biden’s American Families Plan created buzz among investors due to the proposed tax hikes...

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

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

What is your New Year’s Resolution?  Why is that important to you?

2021 is here along with the...

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

I heard...

If you and your spouse died tomorrow, do you know how much of your estate would go to the IRS?

Can you recall a time when you received an unexpected gift? Maybe you were in need at the time, or...

We’ve traveled the gauntlet in a very short time during 2019 and 2020. We’ve gone from trade wars,...

Thanks to the Coronavirus Aid, Relief, and Economic Security (CARES) Act signed into law in March,...

Today I want to show you that financial planning isn’t complex and it’s actually a simple process. 

Seasons of transition come with their own unique challenges. Not the least of which is change. And...

Our world moves at a frenetic pace. Even with all of the changes and restrictions brought on by...

If you find yourself in a season of transition, you are in good company.

We have had many...

In our series on transitions, we’ve been using the acrostic “SAIL” to define our process to help...

When you think about transition, what comes to mind? A big move? An addition to the family? A...

“We were always focused on our profit and loss statement. But cash flow was not a regularly...

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

How...

Does budgeting really work? Or, should you throw it out the window?

Wouldn’t it be amazing if you...

Have you ever watched an archery tournament or seen trick shots from an archer?

The skill and...

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

When...

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

In 2019, Hobby Lobby was listed as #89 of America Largest Private Companies. David Green started...

Be wise with your money. We have always heard it but have we ever considered it? Does this mean to...

What is financial success? Is it having a lot of money, being able to buy what you want, having the...

Our mission is to help you reach contentment.

We believe if you don’t have clarity about what...

Success is a Process

In a world where success stories are often over-simplified, we’re led to...

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

100% of businesses eventually change ownership. Who is the next owner of your business?

Do you...

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

Developing a clear picture of your financial future is no small feat – even the world’s biggest...

Hey everyone, Chip Brackley here with Archetype Wealth Partners. Over the last week, we've had a...

 “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...

As you may know, our firm uses a proprietary asset allocation model we call “The Three Dials”,...

Twenty years ago, when I was new to working in the world of wealth management, I started working...

I married a variable income earner and we moved to New York City. I could not be happier, but there...

What is your New Year’s Resolution?  Why is that important to you?

Two Thousand Twenty is here...

“Fifty-two percent of senior female executives played sports at the university level, compare to...

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

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

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

I had the opportunity to...