January 2022 Stock Market Commentary
Global equities fell in a rocky first month of the year, as 2022 saw a return of volatility caused...
3 minute read
December 2021 Stock Market Commentary
Global equities bounced back in December to cap off another strong year of performance, as concerns...
3 minute read
November 2021 Stock Market Commentary
Global equities sold off in November as investors weighed the potential impact of the new Omicron...
2 minute read
October 2021 Stock Market Commentary
Global equities rallied in October as investor sentiment improved, while concerns over the Delta...
2 minute read
September 2021 Market Commentary
Global equities fell in September for their first monthly decline since January on concerns that...
3 minute read
August 2021 Stock Market Commentary
Global equities advanced in August for their seventh consecutive monthly gain, with concerns over...
3 minute read
July 2021 Stock Market Commentary
Equities advanced in July for a sixth consecutive monthly gain, as domestic market strength...
3 minute read
Do you need an Estate Plan... An 11 Minute Estate Plan?
As we accumulate wealth our financial lives become increasingly complex. This often leads to more...
3 minute read
June 2021: 2nd Quarter Stock Market Commentary
Equities marched higher in June for a fifth consecutive monthly gain, as the global economic...
2 minute read
Is Your Spouse Prepared to Take Over the Family Finances?
When I started in the wealth management business over 25 years ago, I called myself the “CFO’s...
4 minute read
May 2021 Stock Market Commentary
Global equities advanced in May for the fourth consecutive month as the world economic recovery...
3 minute read
April 2021 Stock Market Commentary
Equity markets saw a third consecutive monthly increase in April, as the global economic...
3 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
February 2021 Stock Market Commentary
Equity markets advanced in February after a rocky start to the year, with improving economic data...
3 minute read
January 2021 Stock Market Commentary
Financial markets were mixed in January as a bout of volatility saw equities turn lower after a...
3 minute read
2020 Year-End Commentary
Financial markets proved as resilient as ever in 2020, surviving a global pandemic, worldwide...
3 minute read
November 2020 Stock Market Commentary
Equity markets surged in November as investors turned their focus from a contentious election to...
4 minute read
October 2020 Stock Market Commentary
As election “day” turns into election “week”, we still await official results of the Presidential...
4 minute read
If You Want Championships, Focus on the Basics
Today I want to show you that financial planning isn’t complex and it’s actually a simple process.
6 minute read
2020 Third Quarter Stock Market Commentary
While September produced the first monthly losses for equity indexes since March’s COVID-induced...
3 minute read
Navigate to New Heights by Launching Into Action
Seasons of transition come with their own unique challenges. Not the least of which is change. And...
2 minute read
Slow Down to Navigate Transition Periods with Confidence and Control
Our world moves at a frenetic pace. Even with all of the changes and restrictions brought on by...
3 minute read
Assess the Situation to Gain Perspective When Navigating Transitions
If you find yourself in a season of transition, you are in good company.
We have had many...
3 minute read
Identify the Required Resources for Navigating Transitions
In our series on transitions, we’ve been using the acrostic “SAIL” to define our process to help...
4 minute read
Navigate Life's Transitions Succesfully and with Confidence
When you think about transition, what comes to mind? A big move? An addition to the family? A...
5 minute read
August 2020 Stock Market Commentary
Equities logged their fifth consecutive monthly gain in August, with blue-chip US stocks continuing...
3 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
July 2020 Market Commentary
Equity markets continued their recovery from the COVID-induced losses of the first quarter, with US...
3 minute read
2020 Second Quarter Stock Market Update
Equity markets staged a roaring comeback from the COVID-induced losses of Q1, with US stocks...
3 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
Selling Your Business: How are Current Valuations?
Jeff Thomas, CEO of Archetype Wealth Management, and Matt Gilbert, Principal of GAP Advisors, share...
2 minute read
Business Planning: Getting the Best Business Valuation
Valuation matters, but is it only the bigger companies that get the big valuations? Can some of the...
1 minute read
Selling Your Business: Trade-off Between a Great Culture/Best Price?
The reality is, if you don't plan your exit well or have a good team put together to execute the...
1 minute read
How Has COVID-19 Impacted the M&A Market?
Jeff Thomas, CEO of Archetype Wealth Management, and Matt Gilbert, Principal of GAP Advisors, share...
1 minute read
May 2020 Market Commentary
{% video_player "embed_player" overrideable=False, type='scriptV4', hide_playlist=True,...
3 minute read
April 2020 Market Commentary
Equity markets in April experienced their best monthly gains since 1987, as a swift rebound from...
3 minute read
Stock Market Update 4/7/20
{% video_player "embed_player" overrideable=False, type='scriptV4', hide_playlist=True,...
1 minute read
3 Key Points for Small Business Owners on the CARES Act
Hey everyone, Chip Brackley here with Archetype Wealth Partners. Over the last week, we've had a...
2 minute read
Market Update 3/30
There is never a dull moment in this market!
In last week’s video, we talked about how the market...
1 minute read
Market Update 3/23/2020
After last week’s market sell-off, the Fed made an unprecedented move this morning. It began what...
1 minute read
Market Update 3/16/2020
The big financial news over the weekend was that the Fed cut rates by a full point and made...
2 minute read
Market Update 3/12
Well, it was another wild day in the markets. Fear over the corona virus continues to grow. We know...
1 minute read
Market Update 3/9/2020
Markets are off to a rocky start this week, as continued coronavirus fears combined with a global...
1 minute read
February 2020 Market Commentary
{% video_player "embed_player" overrideable=False, type='scriptV4', hide_playlist=True,...
3 minute read
Market Update 3/3/2020
{% video_player "embed_player" overrideable=False, type='scriptV4', hide_playlist=True,...
1 minute read