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

Principles guide our behaviors even when we aren’t aware of them. They are fundamental truths,...

As we accumulate wealth our financial lives become increasingly complex. This often leads to more...

When I started in the wealth management business over 25 years ago, I called myself the “CFO’s...

Each month, Archetype’s Investment Committee parses through the news and the noise to determine...

“When the perception of risk is lowest, actual risk is highest. When perception of risk is highest...

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

The success of the COVID vaccines has spurred growth expectations, as headlines have turned from...

Bitcoin, the US Dollar, and sound...

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...

Beyond Investments

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

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...

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

The skill and...

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

As election season starts to heat up, we’ve gotten a lot of questions about how the outcome of the...

Money is powerful. Many blindly allow it to rule over our lives. Although it is not the source of...

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...

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...

Jeff Thomas, CEO of Archetype Wealth Management, and Matt Gilbert, Principal of GAP Advisors, share...

Valuation matters, but is it only the bigger companies that get the big valuations? Can some of the...

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

Jeff Thomas, CEO of Archetype Wealth Management, and Matt Gilbert, Principal of GAP Advisors, share...

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

Do you...

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”,...

In 2007, Berkshire Hathaway chairman Warren Buffett, who is widely considered to be one of...

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...