Archetype Wealth Partners 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