Navigate to New Heights by Launching Into Action

Posted by Cale Dowell on September 30, 2020

Seasons of transition come with their own unique challenges. Not the least of which is change. And when it comes to a change in career – whether a new job or retirement – the most common actions are to panic or charge towards the next challenge with laser focus.

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Slow Down to Navigate Transition Periods with Confidence and Control

Posted by Josh Arrington on September 30, 2020

Our world moves at a frenetic pace. Even with all of the changes and restrictions brought on by COVID, life is still packed with duties, decisions, transactions, and transitions. We complete one item, only to immediately address the next thing up. How do we isolate...

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Assess the Situation to Gain Perspective When Navigating Transitions

Posted by Sarah Bradley on September 30, 2020

If you find yourself in a season of transition, you are in good company.

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Identify the Required Resources for Navigating Transitions

Posted by Kane McGukin on September 30, 2020

In our series on transitions, we’ve been using the acrostic “SAIL” to define our process to help clients smoothly get through these periods. Below, we will address what the “I” in “SAIL”. The “I” stands for “Identify”, and is one of the more crucial components of...

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Navigate Life's Transitions Succesfully and with Confidence

Posted by Trevor Harris on September 30, 2020

When you think about transition, what comes to mind? A big move? An addition to the family? A change in career? All of these fit the bill, but they are primarily the result. What about the process that leads up to the change and transition?

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You Can Pay For It, But Can You Afford It?

Posted by Chip Brackley on September 29, 2020

“We were always focused on our profit and loss statement. But cash flow was not a regularly discussed topic. It was as if we were driving along, watching only the speedometer, when in fact we were running out of gas.” – Michael Dell


Some people say cash is king...

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Do you have time to understand what your use of money is telling you?

Posted by Chip Brackley on September 15, 2020

We are all given a core set of resources: time, talent, treasure, truth, relationships, etc.

How you view, use and deploy each of these has far-reaching effects on the outcomes you find yourself in. Most importantly, how you use your available resources is the...

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The 5 Uses of Money and Purposeful Income Allocation

Posted by Chip Brackley on September 11, 2020

Does budgeting really work? Or, should you throw it out the window?


Wouldn’t it be amazing if you could throw your budget out the window for good? Would that free you from the stress of thinking you had to account for every dollar and every penny if you want to be...

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August 2020 Stock Market Commentary

Posted by Ethan Pollard on September 4, 2020

Equities logged their fifth consecutive monthly gain in August, with blue-chip US stocks continuing to lead global markets higher. The S&P 500 index, which tracks the performance of the 500 largest domestic stocks, advanced +7% on the month for a year-to-date (YTD)...

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On the Radio: an Interview with Jeff Thomas

Posted by Archetype Wealth Content Team on September 2, 2020

🔊Listen In: Jeff Thomas shares his journey, why he founded Archetype Wealth Partners, and how Archetype serves high-capacity families uniquely: Helping families thrive across generations by connecting their money with their purpose. 

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Spiritual Capital: How Big is Your Capital Investment?

Posted by Peter Roselle on September 2, 2020

Spiritual capital describes the spiritual legacy we leave our children as it relates to Christian faith and values.

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