THRIVE: Empowering Women Around Finances
What a weekend! It was a joy to gather with women from across the city (and state!) for our first...
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Money Talks: How Much Money Should You Leave to Your Kids?
Have you wondered how much money is appropriate to give to your kids?
I had the opportunity to...
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What is the Ideal Giving Model?
Charitable giving is an important and significant investment for many of our clients. With giving...
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Returning to the Nest
Over 50% of young people who are graduating from college are moving back home. At one point in time...
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5 Steps to More Meaningful Giving
We recognize that charitable giving is an important and significant investment for many of our...
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Advisors: Why United Capital's Sale to Goldman Sachs Matters to You
Goldman Sachs announced they were buying 14 year old RIA, United Capital, for $750 mm in cash on...
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Money Talks: Community
It never ceases to amaze me how the simplest things can bring a huge smile to my child’s face....
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Will You Regret Selling Your Business?
When you really think about it, you realize that 100% of businesses will transition… whether it’s...
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The Elephant in the Room
In my last blog post, I highlighted the reality of relational risks (the “Why?” behind your...
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The Ideal Stewardship Model
When you purchased or built your home, what did you consider? Certainly the price, probably the...
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Why Would a Wealth Management Firm Host a Giving Event?
That’s easy: We use a different scorecard than most firms.
Our team launched Archetype Wealth...
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