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TELL US WHO YOU ARE
Prospective Client
Current Client
Industry Professional
Our Story
APPROACH
Core Services
Investment Philosophy
Blog
Client Login
(346) 352-2360
SCHEDULE A DISCUSSION
Our
Blog
February 2021 Stock Market Commentary
Bitcoin, the Bible, Sound Money and How Values Can Direct Your Capital
Pursue Purpose. Gain independence. Break away from the wirehouse.
January 2021 Stock Market Commentary
Thriving Family Principle: Evidence Not Opinion
Culture + Value = Mission
2020 Year-End Commentary
A New Year, A New Market
Revealing the #1 Seductive Lie about Money
Stewarding Your Wealth
Thriving Family Principle: Estate planning and Disinheriting the IRS
November 2020 Stock Market Commentary
Thriving Family Principle: Shape Lives by Delivering Blessings
Be Inspired By Giving
October 2020 Stock Market Commentary
Presidential Elections: What impact do they have on your portfolio?
Tax Break for Charitable Donations in CARES Act
If You Want Championships, Focus on the Basics.
3rd Quarter Stock Market Commentary
Navigate to New Heights by Launching Into Action
Slow Down to Navigate Transition Periods with Confidence and Control
Assess the Situation to Gain Perspective When Navigating Transitions
Identify the Required Resources for Navigating Transitions
Navigate Life's Transitions Succesfully and with Confidence
You Can Pay For It, But Can You Afford It?
Do you have time to understand what your use of money is telling you?
The 5 Uses of Money and Purposeful Income Allocation
August 2020 Stock Market Commentary
On the Radio: an Interview with Jeff Thomas
Spiritual Capital: How Big is Your Capital Investment?
Money: It’s a medium of exchange or a tool. Nothing more, nothing less
Character Capital: What Traits Do You Want to Hand Down?
Relational Capital: The Importance of Relationships in Life & Success
Thriving Family Principle: Have a Written Plan
Intellectual Capital: Wisdom & Lessons Learned Are What Drives Wealth
Financial Capital: A Resource That Fuels More Than Your Investments.
How the Presidential Race may Impact Equity Markets
Does Money Have a Hold on You?
5 Capitals: True Value of An Inheritance
July 2020 Market Commentary
Thriving Family Principle: Invest in a Full Inheritance
Thriving Family Principle: Simplicity Wins - Business Strategy
5 Things for Young Entrepreneurs to Look for in an Investment Strategy
We Make Our Choices and Then Our Choices Make Us
Culture Matters. How Disengagement Impacts Your Wealth?
Don't Let Emotions Drive Your Investment Strategy
Second Quarter Stock Market Update
Thriving Family Principle: Steward not Owner
Start with Sturdy Pillars
It’s Never Too Early To Teach Your Kids About Money
Plan For What is Difficult While it’s Easy
Your Decisions Drive Your Contentment and Determine Your Destination
Money Talks: The Inheritance Trap
Generational Wisdom: A Father's Blessing
Selling your business: How are current valuations?
Business Planning: Getting the Best Business Valuation
Selling your business: Trade-off between a great culture/best price?
How has COVID-19 impacted the M&A market?
May 2020 Market Commentary
Who Does Your Financial Advisor Really Represent?
Three Keys to an Ideal Business Transition
Narrative Before Numbers
Generational Wisdom: The Power of Story
The 3 Mega-Trends in the Wealth Management Business
What Do You Mean the Wealth Management Business Needs to Grow Up?
April 2020 Market Commentary
Money Talks: Do I Need a Financial Plan?
Stock Market Update 4/7
First Quarter Stock Market Commentary
3 Key Points for Small Business Owners on the CARES Act
How to engage your next gen around finances - Day 5
How to engage your next gen around finances - Day 4
How to engage your next gen around finances - Day 3
How to engage your next gen around finances - Day 2
Market Update 3/30
Three Dials Deep Dive: Economic Fundamentals
Three Dials Deep Dive: Momentum
How to engage your next gen around finances - Day 1
Three Dials Deep Dive: Valuation
Thriving Family Principle: Simplicity Wins - Investment Strategy
Market Update 3/23
Having a Financial Plan Reduces Stress
Market Update 3/16
Market Update 3/12
Market Update 3/9
February 2020 Market Commentary
Market Update 3/3
Stock Market Update 2/28
2/24 Market Update
Being on the Right Side of History
To the Young, Variable Income Earners...
January 2020 Market Commentary
2019 Year-End Commentary
Money Talks: A New Year, A New Market
The Mission-Driven Advisor: Culture
Thriving Family Principle: Life is a Team Sport
November 2019 Market Commentary
Thriving Family Principle: Don't Quit
October Market Commentary
Seven Generations
Risks of Private Equity Ownership of RIAs
Thoughts on Becoming a Grandparent
10 Times More Likely to Stay Together Forever
THRIVE: Empowering Women Around Finances
Third Quarter Market Commentary
What Do You Mean by "The Chick-fil-A of Wealth Management"?
Millennials Don't Trust Advisors and I Don't Blame Them.
The Mission-Driven Advisor: Autonomy
The Power of Gratitude: Counteracting Entitlement
Money Talks: How Much Money Should You Leave to Your Kids?
Preparing the Next Generation for Their Financial Future
What is Your Biggest Challenge Operating at a Wirehouse?
August Market Commentary
What is the ideal giving model?
Returning to the Nest
5 Steps to More Meaningful Giving
The Mission-Driven Advisor: Why The Exodus from the Wirehouse?
Generational Wisdom: A Tale of Three Kings - Part II
The Inverted Yield Curve
Reflections from an Empty Nest
8/5 Market Update
July Market Commentary
What's the Best Way to Start Saving after College?
Generational Wisdom: A Tale of Three Kings Part 1
Do You Really Want to be a Financial Advisor?
The Mission-Driven Advisor: Is the Grass Really Greener for RIAs?
Second Quarter Market Commentary
Generational Wisdom: Do You Know?
What does the SEC’s “Regulation Best Interest” have to do with you?
Complete Representation: Do you really want to know?
May 2019 Market Commentary
Advisors: Why United Capital's Sale to Goldman Sachs Matters to You
The Mission-Driven Advisor: Are You a Fiduciary 100% of the time?
April 2019 Market Commentary
Momma Knows Best
Money Talks: Community
Inheriting Wealth: Not a Burden to Bear, but a Privilege to Steward
Second Anniversary Thoughts
First Quarter Market Commentary
February 2019 Market Commentary
Will You Regret Selling Your Business?
January 2019 Market Commentary
Strategy Matters. Who Really Needs a Financial Advisor? You.
2018 Year-end Market Commentary
Mid-December Market Update
Money Talks: Stock Markets Got You Dizzy?
November 2018 Market Commentary
Money Talks: Principled Investing
The Elephant in the Room
Frequently Asked Questions: The Three Dials
Why Would A Wealth Management Firm Focus on Helping Families Thrive?
October 2018 Market Commentary
The Ideal Stewardship Model
Reflections from an Empty Nest
Stock Market Update 10/15
2018 Third Quarter Market Commentary
Your Money Impacts 4 Key Areas
Why would a wealth management firm host a giving event?
Sustainable Investing: Your Why Shouldn’t Make Them Cry
Sustainable Investing: Beware of Fishing with Dynamite
Sustainable Investing: Pay it Forward
Sustainable Investing as a Conversation Starter with the Next Gen
Sustainable Investing: Treasure the Human Factor
Archetype Welcomes Peter Roselle!
Archetype Wealth Partners to host event for Business Owners
Hurricane Harvey Update/Insurance Claim Tip
Archetype Client Portal
Introducing Our Signature Service
Houston Archetype Wealth Partners Day One
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Day One
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