Plan For What is Difficult While it’s Easy

Posted by Kane McGukin on July 1, 2020

Success is a Process

 

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...

Read More

Your Decisions Drive Your Contentment and Determine Your Destination

Posted by Kane McGukin on July 1, 2020

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?

Read More

Money Talks: The Inheritance Trap

Posted by Cale Dowell on June 30, 2020

Do you plan to leave an inheritance to your kids?

A 2015 report by US News found that Baby Boomers control 70% of all of the disposable income in the United States, which is leading to the largest transference of wealth in human history over the next 30 years.[1]

Read More

Generational Wisdom: A Father's Blessing

Posted by Sarah Bradley on June 19, 2020

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...

Read More

Selling your business: How are current valuations?

Posted by Jeff Thomas on June 18, 2020

Jeff Thomas, CEO of Archetype Wealth Management, and Matt Gilbert, Principal of GAP Advisors, share how valuations are higher than they have ever been.

Read More

Business Planning: Getting the Best Business Valuation

Posted by Jeff Thomas on June 15, 2020

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?

Read More

Selling your business: Trade-off between a great culture/best price?

Posted by Jeff Thomas on June 12, 2020

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.

Read More

How has COVID-19 impacted the M&A market?

Posted by Jeff Thomas on June 11, 2020

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.

Read More

May 2020 Market Commentary

Posted by Jeff Thomas on June 2, 2020
Read More

Who Does Your Financial Advisor Really Represent?

Posted by Jeff Thomas on June 1, 2020

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:

Read More

Three Keys to an Ideal Business Transition

Posted by Jeff Thomas on May 26, 2020

100% of businesses eventually change ownership.

Who is the next owner of your business?

Read More

Narrative Before Numbers

Posted by Jeff Thomas on May 20, 2020

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:

Read More

Generational Wisdom: The Power of Story

Posted by Sarah Bradley on May 11, 2020

We are obsessed with culture: how to create it, sustain it, and multiply it . But culture isn’t merely for companies and organizations. Every family has its own culture as well.  This culture is built moment by moment over the lifespans of current, former and future...

Read More

The 3 Mega-Trends in the Wealth Management Business

Posted by Jeff Thomas on May 11, 2020

“The model is broken!”

For years, that’s what I said about the wealth management business.

Read More

What Do You Mean the Wealth Management Business Needs to Grow Up?

Posted by Jeff Thomas on May 11, 2020

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:

Read More

April 2020 Market Commentary

Posted by Ethan Pollard on May 6, 2020

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...

Read More

Money Talks: Do I Need a Financial Plan?

Posted by Cale Dowell on April 23, 2020

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...

Read More

Stock Market Update 4/7

Posted by Jeff Thomas on April 7, 2020
{% video_player "embed_player" overrideable=False, type='scriptV4', hide_playlist=True, viral_sharing=False, embed_button=False, autoplay=False, hidden_controls=False, loop=False, muted=False, full_width=False, width='1920', height='1080', player_id='28112176730',...
Read More

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...

Read More

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...

Read More

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

Read More

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...

Read More

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? 

Read More

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...

Read More

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!

Read More

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...

Read More

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...

Read More

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...

Read More

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. 

Read More

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,...

Read More

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. ...

Read More

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...

Read More

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...

Read More

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...

Read More

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...

Read More

February 2020 Market Commentary

Posted by Ethan Pollard on March 6, 2020
{% video_player "embed_player" overrideable=False, type='scriptV4', hide_playlist=True, viral_sharing=False, embed_button=False, autoplay=False, hidden_controls=False, loop=False, muted=False, full_width=False, width='1920', height='1080', player_id='26774852593',...
Read More

Market Update 3/3

Posted by Jeff Thomas on March 3, 2020
{% video_player "embed_player" overrideable=False, type='scriptV4', hide_playlist=True, viral_sharing=False, embed_button=False, autoplay=False, hidden_controls=False, loop=False, muted=False, full_width=False, width='1920', height='1080', player_id='26630559911',...
Read More

Stock Market Update 2/28

Posted by Jeff Thomas on February 28, 2020

 

Read More

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.

Read More

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.

Read More

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...

Read More

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...

Read More

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%...

Read More

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?

Read More

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.

Read More

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]

Read More

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....

Read More

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?

Read More

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%...

Read More

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. 

Read More