Stewarding Your Wealth

Posted by Leslie Adame on April 9, 2020
Beyond Investments

Your wealth goes beyond investments, it involves your family, your strategy and your legacy.

 

Greater wealth brings greater complexity. So how do you ensure you are intentionally stewarding your wealth? Here are some questions you should be...

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Stock Market Update 4/7

Posted by Jeff Thomas on April 7, 2020
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First Quarter Stock Market Commentary

Posted by Ethan Pollard on April 3, 2020

It is remarkable the change that one quarter can bring. This time three months ago, the new coronavirus had not yet been identified in China, and now we’ve had over 826,000 confirmed cases of COVID-19 at the time of this writing, resulting in over 40,000 deaths and...

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3 Key Points for Small Business Owners on the CARES Act

Posted by Chip Brackley on April 3, 2020

Hey everyone, Chip Brackley here with Archetype Wealth Partners.  Over the last week, we've had a number of discussions and questions around the CARES act and some of the other avenues of relief for small business owners being put forth by the government.  Since this...

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How to engage your next gen around finances - Day 5

Posted by Archetype Wealth Content Team on April 3, 2020

 “Life is not about accumulation; it is about contribution” – Stephen Covey

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How to engage your next gen around finances - Day 4

Posted by Josh Arrington on April 2, 2020

Day Four is all about the future and financial planning!  This is an opportunity to not only talk about dreams and goals for life, but also to discuss a huge issue that younger generations today are often accused of not understanding:  Delayed Gratification.  It is...

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How to engage your next gen around finances - Day 3

Posted by Josh Arrington on April 1, 2020

Day T1 ree and we are turning our attention to investing.  In particular, what are the different kinds of common investments, how do they differ, and why should someone want to purchase them? 

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How to engage your next gen around finances - Day 2

Posted by Josh Arrington on March 31, 2020

Welcome to day two of our Financial Basics information.  Today, we are taking on a subject t1 at is crucial to financial success - budgeting.  Sadly, in all areas of life and among people of all ages and economic standings, I am always amazed at how many people do...

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Market Update 3/30

Posted by Jeff Thomas on March 30, 2020

There is never a dull moment in this market!

In last week’s video, we talked about how the market was deeply oversold and due for a bounce.

We certainly got that in spades!

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Three Dials Deep Dive: Economic Fundamentals

Posted by Ethan Pollard on March 30, 2020

In an effort to help clients and the general public to understand our investment methodology, this post is the second in a three-part deep dive into each of our firm’s Three Dials, which serve as the backbone of our proprietary portfolio construction model. The goal...

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Three Dials Deep Dive: Momentum

Posted by Ethan Pollard on March 30, 2020

The Three Dials Deep Dive series is designed to help clients and the general public to understand our investment methodology. Over the past several months, we have been exploring each of our Firm’s Three Dials, which serve as the backbone of our proprietary...

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How to engage your next gen around finances - Day 1

Posted by Josh Arrington on March 30, 2020

Welcome to an opportunity to bond with your children and to teach them some valuable lessons they may not learn in our traditional education system.  The goal is not to turn them into financial experts or to cover every detail of the various concepts covered.  The...

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Three Dials Deep Dive: Valuation

Posted by Ethan Pollard on March 30, 2020

As you may know, our firm uses a proprietary asset allocation model we call “The Three Dials”, wherein we look at three primary indicators in the markets and the overall economy that tend to determine the performance of financial assets. 

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Thriving Family Principle: Simplicity Wins - Investment Strategy

Posted by Ethan Pollard on March 26, 2020

In 2007, Berkshire Hathaway chairman Warren Buffet, who is widely considered to be one of history’s most successful investors, issued a challenge to Wall Street’s largest and most sophisticated money managers. He wagered that over the next ten years, a low-cost,...

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Market Update 3/23

Posted by Jeff Thomas on March 23, 2020

After last week’s market sell-off, the Fed made an unprecedented move this morning.  It began what amounts to an “unlimited QE” plan to make sure the markets have plenty of liquidity. Unfortunately, this was not enough to inspire the markets to a positive close today. ...

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Having a Financial Plan Reduces Stress

Posted by Josh Arrington on March 17, 2020

Twenty years ago, when I was new to working in the world of wealth management, I started working with two wonderful new (married) clients—James and Sue.  James was a well-respected engineer for a large, well-respected organization and Sue had stopped working outside...

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Market Update 3/16

Posted by Jeff Thomas on March 16, 2020

The big financial news over the weekend was that the Fed cut rates by a full point and made additional moves to make sure financial markets have plenty of liquidity.Unfortunately, this was not enough to calm the market today.  The volatility continues and is likely to...

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Market Update 3/12

Posted by Jeff Thomas on March 12, 2020

Well, it was another wild day in the markets.  Fear over the corona virus continues to grow.  We know this can be disconcerting—both in worrying about your personal health and your portfolio.

 

As the U.S. moves further toward a “stay home economy” for the coming...

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Market Update 3/9

Posted by Ethan Pollard on March 10, 2020

Markets are off to a rocky start this week, as continued coronavirus fears combined with a global price war in the oil markets to send global stocks into negative territory. While the headlines remain alarming and these significant one-day drops in stock indexes can...

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February 2020 Market Commentary

Posted by Ethan Pollard on March 6, 2020
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Market Update 3/3

Posted by Jeff Thomas on March 3, 2020
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Stock Market Update 2/28

Posted by Jeff Thomas on February 28, 2020

 

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2/24 Market Update

Posted by Jeff Thomas on February 24, 2020

Stocks sold off today, as the Coronavirus spread globally.  The S&P 500 fell 3.27%, with the other two major U.S. indexes both solidly in the red for the day.

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Being on the Right Side of History

Posted by Jeff Thomas on February 7, 2020

The wealth management industry is having a reckoning right now.  The broker-dealer’s conflicts of interest are now obvious.  Consumers are demanding transparency.  However, the largest industry players continue to lobby to muddy the waters of disclosure.

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To the Young, Variable Income Earners...

Posted by Archetype Wealth Content Team on February 6, 2020

I married a variable income earner and we moved to New York City. I could not be happier, but there have been some challenges, especially in the area of planning for our financial future. My wife owns her own business doing a variety of jobs from speaking across the...

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January 2020 Market Commentary

Posted by Ethan Pollard on February 4, 2020

The new year got off to a somewhat rocky start, as the effects of the Wuhan coronavirus outbreak continue to make their way through financial markets. As of this writing, there have been over twenty thousand confirmed cases and 426 deaths, with comparisons being...

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2019 Year-End Commentary

Posted by Ethan Pollard on January 9, 2020

Financial markets were strong across the board in 2019, as every major asset class bounced back from a rough 2018 to exhibit above-average returns. The S&P 500, one of the best barometers for US stock performance, recovered from a -4.4% loss in 2018 to gain +31.5%...

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Money Talks: A New Year, A New Market

Posted by Cale Dowell on January 1, 2020

What is your New Year’s Resolution?  Why is that important to you?

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The Mission-Driven Advisor: Culture

Posted by Jeff Thomas on December 19, 2019

Are you a financial advisor that doesn’t feel a strong alignment with your firm’s culture?

You are not alone.

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Thriving Family Principle: Life is a Team Sport

Posted by Jeff Thomas on December 16, 2019

“Fifty-two percent of senior female executives played sports at the university level, compare to 39% of women at other management levels”, said Debora Spar, a professor at Harvard Business School. [1]

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November 2019 Market Commentary

Posted by Ethan Pollard on December 5, 2019

With one month remaining in 2019, financial markets are on track for robust annual gains across the board, rebounding from a lackluster 2018. Global equities advanced in November as the prolonged US-China trade negotiations continued to drive the market discourse....

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Thriving Family Principle: Evidence Not Opinion

Posted by Ethan Pollard on November 19, 2019

In his 1973 book A Random Walk Down Wall Street, Princeton economics professor Burton Malkiel performed an experiment wherein he modeled the performance of a hypothetical stock by charting the results of a random coin flip. If the stock landed on heads, he would...

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Thriving Family Principle: Don't Quit

Posted by Jeff Thomas on November 15, 2019
re-tire

A 75 year-old client gave a keynote speech recently claiming that the last 10 years have been the most fulfilling of his life. He hasn’t had a salary or played golf once for 10 years.  So, why is he so happy?

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October Market Commentary

Posted by Ethan Pollard on November 4, 2019

Global markets advanced during October as optimism fueled by a third Fed rate cut and progressing US-China trade talks outpaced concerns over US manufacturing levels. The Russell 3000 Index, one of the broadest measures of US stock market performance, advanced +2.2%...

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Seven Generations

Posted by Jeff Thomas on November 1, 2019

I recently went on a wine tour that included a tasting from a winery called “7 Generations”.  Their brochure talked about being in the wine business for 180 years. 

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Risks of Private Equity Ownership of RIAs

Posted by Jeff Thomas on October 31, 2019

Shirl Penney, CEO of Dynasty Financial Partners, created a flap in the wealth management industry last week when he warned advisors joining private equity (PE)-backed Registered Investment Advisors (RIAs) about the possible negative influences of such ownership. [1].

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Thoughts on Becoming a Grandparent

Posted by Jeff Thomas on October 29, 2019

A week ago, my first grandchild, Cameron, was born.  His mother, my daughter Ally, went to the hospital just as Jose Altuve hit a walk-off homer to send the Astros to the World Series!

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10 Times More Likely to Stay Together Forever

Posted by Archetype Wealth Content Team on October 16, 2019

I’m about to get married and I’m writing about divorce. One of the biggest reasons for divorce is money. This is true for couples across the board: blue collar, white collar, or no collar. It’s great to have money but it is awful if money has you.

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THRIVE: Empowering Women Around Finances

Posted by Sarah Bradley on October 15, 2019

What a weekend! It was a joy to gather with women from across the city (and state!) for our first THRIVE event. We discussed the foundations of wealth and the impact that cultivating gratitude can have on your legacy.

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Third Quarter Market Commentary

Posted by Ethan Pollard on October 4, 2019

Despite a quarter filled with nervy headlines ranging from recession risks, political turmoil and global uncertainty, domestic equity markets managed to produce modest gains. The Russell 3000 Index, one of the broadest measures of US stock market performance,...

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What Do You Mean by "The Chick-fil-A of Wealth Management"?

Posted by Jeff Thomas on October 1, 2019

When we describe our company to financial industry folks, we often use the shorthand description that we are building “the Chick-fil-A of wealth management”.  But, what does that mean exactly?

 

Well, what are the some of the first things that come to mind when you...

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Millennials Don't Trust Advisors and I Don't Blame Them.

Posted by Archetype Wealth Content Team on October 1, 2019

I’m a millennial financial advisor who is skeptical of financial advisors. We grew up when Lehman Brothers was going down. Bear Stearns collapsed and took our trust with it. Our skepticism of the financial industry keeps us from utilizing the resources and wisdom...

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The Mission-Driven Advisor: Autonomy

Posted by Jeff Thomas on September 26, 2019

Are you a wirehouse advisor that desires greater autonomy?

If so, you are not alone.  According to Cerulli's "U.S. RIA Marketplace 2018" report, the desire for greater autonomy is the number one factor that attracts breakaway advisors to the independent channel.

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The Power of Gratitude: Counteracting Entitlement

Posted by Sarah Bradley on September 25, 2019

One of the most common questions we get asked as advisors is, “How do I not ruin my kids with money?” Many successful couples face the reality that their wealth will one day flow to one of three places: charity, their kids, or the IRS. And the reality that their...

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Money Talks: How Much Money Should You Leave to Your Kids?

Posted by Cale Dowell on September 19, 2019

Have you wondered how much money is appropriate to give to your kids?

I had the opportunity to share a weekend with 25 families that had a net worth of $50 million or more. Part of the gathering was to discuss this challenging question, and it was the most engaged...

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Preparing the Next Generation for Their Financial Future

Posted by Cale Dowell on September 12, 2019

In 1984, a young kid named Daniel moved to California and quickly became the target of a group of bullies that studied karate at the Cobra Kai dojo. Fortunately for Daniel, he befriends an unassuming repairman, Mr. Miyagi, and is transformed into one of my...

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What is Your Biggest Challenge Operating at a Wirehouse?

Posted by Jeff Thomas on September 6, 2019

What is your biggest challenge operating at a wirehouse?

  • Changes in compensation?
  • Insufficient staffing support?
  • Firm culture?
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August Market Commentary

Posted by Ethan Pollard on September 4, 2019

Equity markets declined in August as a rush of negative headlines led to a risk-off attitude for the month. Aside from the now commonplace hand-wringing over trade wars and other global geopolitical concerns, worries arose over the potential recession implications...

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What is the ideal giving model?

Posted by Archetype Wealth Content Team on August 28, 2019
Charitable giving is an important and significant investment for many of our clients. With giving season just around the corner, we wanted to take a look at the nonprofit landscape and share the best practices that we learned from philanthropic experts across the...
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Returning to the Nest

Posted by Archetype Wealth Content Team on August 28, 2019

Over 50% of young people who are graduating from college are moving back home. At one point in time this would have been considered somewhat embarrassing, but for some, it’s smart. Rent prices are at all-time highs, cost of living is only going up, and student debt...

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