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.

Read More

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?

Read More

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

Read More

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...

Read More

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?

Read More

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 ...

Read More

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...

Read More

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.

Read More

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.

Read More

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...

Read More

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.

Read More

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...

Read More

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?

Read More

You Can Pay For It, But Can You Afford It?

Posted by Chip Brackley on September 29, 2020

“We were always focused on our profit and loss statement. But cash flow was not a regularly discussed topic. It was as if we were driving along, watching only the speedometer, when in fact we were running out of gas.” – Michael Dell

 

Some people say cash is king...

Read More

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...

Read More

The 5 Uses of Money and Purposeful Income Allocation

Posted by Chip Brackley on September 11, 2020

Does budgeting really work? Or, should you throw it out the window?

 

Wouldn’t it be amazing if you could throw your budget out the window for good? Would that free you from the stress of thinking you had to account for every dollar and every penny if you want to be...

Read More

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...

Read More

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?

Read More

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:

Read More

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?

Read More

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...

Read More

We Make Our Choices and Then Our Choices Make Us

Posted by Chip Brackley on July 27, 2020

What is financial success? Is it having a lot of money, being able to buy what you want, having the money to travel or something else?

Read More

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...

Read More

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.

Read More

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.

Read More

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

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

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

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

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

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

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

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

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

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.

Read More

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.

Read More

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...

Read More

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...

Read More

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...

Read More

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...

Read More

What's the Best Way to Start Saving after College?

Posted by Archetype Wealth Content Team on July 23, 2019

Once you graduate from college and accept your first position, you may feel like you’re on top of the world.  This exciting time in your life also causes you to face many new questions.  Young adults frequently ask us about the best way to start saving for their...

Read More

Momma Knows Best

Posted by Archetype Wealth Content Team on May 12, 2019

If your Mom was like mine, she repeated herself frequently. Whether it was barking orders at us or offering nuggets of wisdom, my Mom had some common “go-to” sayings. They were annoying at the time but continue to prove valuable to this day. In honor of Mother’s...

Read More

Will You Regret Selling Your Business?

Posted by Cale Dowell on February 28, 2019

When you really think about it, you realize that 100% of businesses will transition… whether it’s to a family member, a buyer, or simply closing the doors. Every company undergoes a transition of some kind.

 

Read More