Society would like for us to believe that achieving greatness, becoming a master, a rock star, or a multi-millionaire can happen overnight… with little effort. But that’s just not true. It rarely happens fast and a plan isn’t winning the...
When it comes to spending, how often do you feel an uneasiness in your stomach? How many times do you find yourself wishing you had a better or different lifestyle? Even worse, do you often find yourself comparing your income to your siblings or closest friends?
I have the privilege of interviewing families to capture their money story, a blessing to their children, and the legacy of values they wish to pass down to the next generation. While I love every part of this process, I am particularly fond of the blessing portion...
Jeff Thomas, CEO of Archetype Wealth Management, and Matt Gilbert, Principal of GAP Advisors, share how valuations are higher than they have ever been.
Valuation matters, but is it only the bigger companies that get the big valuations? Can some of the smaller companies also get some of those decent-sized deals?
The reality is, if you don't plan your exit well or have a good team put together to execute the strategy, then you do have to make some trade-offs.
Jeff Thomas, CEO of Archetype Wealth Management, and Matt Gilbert, Principal of GAP Advisors, share how the current economic environment is impacting both business owners looking to transition and third-party buyers.
In my recent blog entitled “The Three Mega-Trends in the Wealth Management Business”, I made the case that three important things need to happen in this industry:
100% of businesses eventually change ownership.
Who is the next owner of your business?
In my blog “The Three Mega-Trends in the Wealth Management Business”, I made the case that three important things need to happen in this industry:
“The model is broken!”
For years, that’s what I said about the wealth management business.
In my blog “The Three Mega-Trends in the Wealth Management Business”, I made the case that three important things need to happen in this industry:
Equity markets in April experienced their best monthly gains since 1987, as a swift rebound from the coronavirus-induced losses spoke to optimism amidst a rising tally of COVID-19 cases. The S&P 500, a widely followed barometer for US stock performance, gained...
Developing a clear picture of your financial future is no small feat – even the world’s biggest companies invest in entire teams to help forecast revenue and expenses. Just as high-capacity companies have a fine-tuned strategic plan for growth, high-capacity...
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...
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...
“Life is not about accumulation; it is about contribution” – Stephen Covey
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...
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?
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...
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!
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...
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...
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...
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.
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,...
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. ...
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...
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...
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...
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...
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.
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.
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...
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...
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%...
What is your New Year’s Resolution? Why is that important to you?
Are you a financial advisor that doesn’t feel a strong alignment with your firm’s culture?
You are not alone.
“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]
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....
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%...
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.
