2021 First Quarter Stock Market Commentary

Posted by Ethan Pollard on April 9, 2021

Equity markets advanced in March for a second consecutive monthly gain, capping a strong first quarter of 2021. The S&P 500, a benchmark for large cap US stocks, gained +4.4% on the month for a +6.2% return in Q1. In the trailing twelve-month period since stocks...

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Generational Wealth Begins With Education And Financial Literacy

Posted by Kane McGukin on March 16, 2021

Outside of family, education is likely to have the largest impact on the outcome of an individual’s life. Education is crucial.

On average we spend around 17 years in the education system, when you reflect on that number it is a bit shocking that the most relevant...

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Concerned about Inflation? Learn How Diversification Acts As a Hedge.

Posted by Ethan Pollard on March 9, 2021

The remarkable success of the COVID vaccines has spurred growth expectations, as headlines have turned from fears of a double-dip recession to concerns that the world economy could overheat. Re-openings across industries combined with unprecedented monetary and...

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February 2021 Stock Market Commentary

Posted by Ethan Pollard on March 4, 2021

Equity markets advanced in February after a rocky start to the year, with improving economic data buoying investor sentiment despite inflation fears returning to the headlines. The S&P 500, a benchmark for large cap US stocks, gained +2.8% on the month to move back...

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Bitcoin, the Bible, Sound Money and How Values Can Direct Your Capital

Posted by Kane McGukin on February 13, 2021

Bitcoin, the US Dollar, and sound money are sensitive topics that are increasingly popping up in conversations and news headlines.

 

In this episode, Jimmy Song and I chat about his new book Thank God for Bitcoin. We discuss how money is a tool, look at Bitcoin as...

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Pursue Purpose. Gain independence. Break away from the wirehouse.

Posted by Jeff Thomas on February 12, 2021

As a wirehouse advisor, do you feel like you aren’t able to do everything you want to do for clients? Do you feel like you are “wired for more”? It made sense to start your career there, but does it make sense to finish it there?

...

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January 2021 Stock Market Commentary

Posted by Ethan Pollard on February 5, 2021

Financial markets were mixed in January as a bout of volatility saw equities turn lower after a strong start to 2021. Much of this volatility can be attributed to the wild swings in GameStop and other heavily shorted stocks as a group of Reddit retail traders took...

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Thriving Family Principle: Evidence Not Opinion

Posted by Ethan Pollard on January 14, 2021

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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Culture + Value = Mission

Posted by Kane McGukin on January 12, 2021

Culture is key. Great businesses, sports teams, colleges, and civilizations are built around strong cultures. Culture is ingrained in all of us at some level. But, what seems lost is the role culture plays in our homes.

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2020 Year-End Commentary

Posted by Ethan Pollard on January 7, 2021

Financial markets proved as resilient as ever in 2020, surviving a global pandemic, worldwide economic shutdowns, and a volatile US presidential election to produce improbably high returns across the board.

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A New Year, A New Market

Posted by Cale Dowell on January 1, 2021

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

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Revealing the #1 Seductive Lie about Money

Posted by Jeff Thomas on December 21, 2020

“Money won’t make you happy…but everyone wants to find out for themselves.”—Zig Ziglar

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Stewarding Your Wealth

Posted by Leslie Adame on December 17, 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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Thriving Family Principle: Estate planning and Disinheriting the IRS

Posted by Jeff Thomas on December 9, 2020

If you and your spouse died tomorrow, do you know how much of your estate would go to the IRS?

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November 2020 Stock Market Commentary

Posted by Ethan Pollard on December 4, 2020

Equity markets surged in November as investors turned their focus from a contentious election to optimism around the emerging COVID vaccines. The S&P 500 index advanced +11% in November and is up +14% heading into the last month of 2020. The +12% gain for the Dow...

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Thriving Family Principle: Shape Lives by Delivering Blessings

Posted by Sarah Bradley on November 27, 2020

How do I bless thee? Let me count the ways.

As a wealth management company, we often discuss how to pass on financial blessings. Questions like, “How do I not ruin my kids with my wealth?” and “How much is too much?” lead to rich and meaningful discussions on legacy...

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Be Inspired By Giving

Posted by Chip Brackley on November 18, 2020

Can you recall a time when you received an unexpected gift? Maybe you were in need at the time, or possibly it was something totally unexpected? Thinking back on situations like these, what is it that you remember? Was it the gift or the feelings and emotions you...

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October 2020 Stock Market Commentary

Posted by Ethan Pollard on November 6, 2020

As election “day” turns into election “week”, we still await official results of the Presidential race and several key Senate seats. At the time of this writing, it appears that Joe Biden will be our next President, with Republicans retaining control of the Senate....

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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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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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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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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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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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Money: It’s a medium of exchange or a tool. Nothing more, nothing less

Posted by Chip Brackley on August 27, 2020

To most of us, we think money is a means to an end. “If I just had $X amount” seems to be a common theme.

What we’ve found at Archetype is money doesn’t always solve problems, and in many cases it can create new ones. Like the lottery problem: You win... you get a...

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Character Capital: What Traits Do You Want to Hand Down?

Posted by Trevor Harris on August 26, 2020

While the word “inheritance” makes tangible assets (like money and real estate) come to mind, it is often the intangible assets that surface first when impacting the next generation.

Trust, honor, commitment, and integrity are some of the many traits that define...

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Relational Capital: The Importance of Relationships in Life & Success

Posted by Josh Arrington on August 24, 2020

We are at our best when we are in healthy relationship with one another. Practically speaking, our network of relationships impacts our lives in a myriad of ways: Finding the right doctor, getting that new job, landing a key referral, meeting a significant other –...

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Thriving Family Principle: Have a Written Plan

Posted by Sarah Bradley on August 21, 2020

We recently met with a business owner who had spent the majority of his life building a successful chemicals company. Though he enjoyed his work, the inevitability of age had forced the conversation of succession. He had thought through and explored several options...

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Intellectual Capital: Wisdom & Lessons Learned Are What Drives Wealth

Posted by Sarah Bradley on August 19, 2020

If your money was taken from you today, what else would you give to the next generation?

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Financial Capital: A Resource That Fuels More Than Your Investments.

Posted by Cale Dowell on August 17, 2020

Almost every decision we make in life has a capital component to it. In other words, there is an exchange or investment of value involved. As we’ve outlined before, the Five Capitals that make up a “Full Inheritance” are:

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How the Presidential Race may Impact Equity Markets

Posted by Ethan Pollard on August 11, 2020

As election season starts to heat up, we’ve gotten a lot of questions about how the outcome of the presidential race will impact equity markets. First, we would point out that the research indicates “no persuasive relationship exists between the political party in...

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Does Money Have a Hold on You?

Posted by Archetype Wealth Content Team on August 10, 2020

Money is powerful. Many blindly allow it to rule over our lives. Although it is not the source of life, it has the potential to ruin our lives. The irony of money is that we believe: If we had more of the very thing that has power over us, then we will somehow take...

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5 Capitals: True Value of An Inheritance

Posted by Chip Brackley on August 5, 2020

When you think about the word “inheritance”, what comes to mind?  If you are like most, then money and property immediately surface. We think about what we can pass down to the next generation, but is that really all there is to it?

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July 2020 Market Commentary

Posted by Ethan Pollard on August 5, 2020

Equity markets continued their recovery from the COVID-induced losses of the first quarter, with US stocks climbing back into positive territory for the year. The S&P 500 index, which tracks the performance of the 500 largest domestic stocks, gained +5.6% in the...

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Thriving Family Principle: Invest in a Full Inheritance

Posted by Chip Brackley on August 5, 2020

When you think about the word “inheritance”, what comes to mind?  If you are like most, then money and property immediately surface.  We think about what we can pass down to the next generation, but is that really all there is to it?

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Thriving Family Principle: Simplicity Wins - Business Strategy

Posted by Cale Dowell on August 3, 2020

In 2019, Hobby Lobby was listed as #89 of America Largest Private Companies. David Green started the company in 1972 as a picture frame company with 300 SF of retail space and $600. Today they are the largest privately owned arts-and-crafts retailer in the world,...

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5 Things for Young Entrepreneurs to Look for in an Investment Strategy

Posted by Archetype Wealth Content Team on July 28, 2020

Be wise with your money. We have always heard it but have we ever considered it? Does this mean to save it all for a rainy day? Invest it aggressively? Buy that new car? Hide your money underneath the mattress? Part of managing finances is knowing how to choose the...

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Culture Matters. How Disengagement Impacts Your Wealth?

Posted by Cale Dowell on July 15, 2020

Peter Drucker, the great American management educator, is famously quoted for the phrase, “Culture eats strategy for breakfast.” A friend of mine has that quote immortalized on the central wall of their corporate headquarters in giant block letters. They are a...

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Don't Let Emotions Drive Your Investment Strategy

Posted by Chip Brackley on July 7, 2020

With all of the volatility in the market the last few months, I wanted to discuss the impact emotional investing can have on your portfolio. It's important to keep in mind that having the ability to shut out the noise during challenging times is one of the biggest...

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Second Quarter Stock Market Update

Posted by Ethan Pollard on July 6, 2020

Equity markets staged a roaring comeback from the COVID-induced losses of Q1, with US stocks bouncing back to record their best quarterly return since 1998. The S&P 500 index, which tracks the performance of the 500 largest US stocks, gained +20.6% in the second...

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Thriving Family Principle: Steward not Owner

Posted by Jeff Thomas on July 3, 2020

Do you think of yourself as a steward or an owner?

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Start with Sturdy Pillars

Posted by Chip Brackley on July 1, 2020

Our mission is to help you reach contentment.

We believe if you don’t have clarity about what you’re doing and you aren’t confident in why you’re doing it, then you likely won’t be content with where you are. With contentment, comes a life-altering peace of mind.

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It’s Never Too Early To Teach Your Kids About Money

Posted by Chip Brackley on July 1, 2020

Financial education is important and it’s never too early to teach kids about money. Money management is one of the most important life skills we can learn and yet it’s not really a focus in the education system.

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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...

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