Presidential Elections: What impact do they have on your portfolio?

Posted by Kane McGukin on October 29, 2020

We’ve traveled the gauntlet in a very short time during 2019 and 2020. We’ve gone from trade wars, to interest rate volatility, to the COVID-19 pandemic, and we are now rolling into a chaotic election. Without the right focus investors could find themselves making ...

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Tax Break for Charitable Donations in CARES Act

Posted by Archetype Wealth Content Team on October 28, 2020

Thanks to the Coronavirus Aid, Relief, and Economic Security (CARES) Act signed into law in March, donors may give up to 100% of their Adjusted Gross Income (AGI) this year. Below are some of the key provisions from the CARES Act that may impact your charitable...

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If You Want Championships, Focus on the Basics.

Posted by Chip Brackley on October 19, 2020

Today I want to show you that financial planning isn’t complex and it’s actually a simple process. 


What makes it simple?  Learning the 4 pillars of financial planning.

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3rd Quarter Stock Market Commentary

Posted by Ethan Pollard on October 5, 2020

While September produced the first monthly losses for equity indexes since March’s COVID-induced selloff, the third quarter was largely profitable for stocks. The S&P 500 index, which tracks the performance of the 500 largest US stocks, gained +8.9% in the third...

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