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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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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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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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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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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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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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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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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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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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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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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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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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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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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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.

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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?

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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.

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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.

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May 2020 Market Commentary

Posted by Jeff Thomas on June 2, 2020
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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...

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Stock Market Update 4/7

Posted by Jeff Thomas on April 7, 2020
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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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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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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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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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Money Talks: Stock Markets Got You Dizzy?

Posted by Cale Dowell on December 18, 2018

Do you ever...

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November 2018 Market Commentary

Posted by Ethan Pollard on December 5, 2018

Financial markets bounced back from a rough October to see gains across the board for the month of November. The S&P 500 gained +2.0% on the month and appears poised to end 2018 in positive territory for the tenth consecutive year, having gained +5.1% year-to-date....

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