ArchBridge Insights
Tap into our collective wisdom gained from guiding families through their unique financial journeys. Our insights and thought leadership offer expert strategies, fresh perspectives, and actionable advice to help you navigate the complexities of wealth with confidence.
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2025 Year-End Estate & Income Tax Update
Andrew Ogle Manager
John Jennings President and Chief Strategist of ArchBridge Family Office
John Jennings President and Chief Strategist of ArchBridge Family Office
Market Whiplash: Should You Sell Stocks Amid Trump’s Tariff Uncertainty?
John Jennings President and Chief Strategist of ArchBridge Family Office
Markets Are Down – Here's What You Should (and Shouldn't) Do
John Jennings President and Chief Strategist of ArchBridge Family Office
Today's Market Leaders Won't Rule Tomorrow: The Case For Diversification
John Jennings President and Chief Strategist of ArchBridge Family Office
What Should You Do After You've Won Powerball Or Mega Millions?
John Jennings President and Chief Strategist of ArchBridge Family Office
John Jennings President and Chief Strategist of ArchBridge Family Office
Considerations for Shared Ownership of Family Property
John Jennings President and Chief Strategist of ArchBridge Family Office
Family Office
2025 Year-End Estate & Income Tax Update
Andrew Ogle Manager
The One Big Beautiful Bill
Andrew Ogle Manager
John Jennings President and Chief Strategist of ArchBridge Family Office
ArchBridge Family Office Book Club List
John Jennings President and Chief Strategist of ArchBridge Family Office
John Jennings President and Chief Strategist of ArchBridge Family Office
John Jennings President and Chief Strategist of ArchBridge Family Office
Top Tips For Effective Charitable Giving
John Jennings President and Chief Strategist of ArchBridge Family Office
Are You Vulnerable to Identify Theft?
Zach Leeds Principal
The Paradox of $1 Million
John Jennings President and Chief Strategist of ArchBridge Family Office
John Jennings President and Chief Strategist of ArchBridge Family Office
How to Decide What Your Family Office Should Outsource
John Jennings President and Chief Strategist of ArchBridge Family Office
John Jennings President and Chief Strategist of ArchBridge Family Office
Key Considerations for Flying Private
Tami Smull Principal
How Does a Family Office Benefit Your Family?
Spencer Burke Senior Counsel at ArchBridge Family Office
Michael Small Executive Vice President and CFO
‘Tis the Season for Giving
Voula Francis Principal
Considerations for Shared Ownership of Family Property
John Jennings President and Chief Strategist of ArchBridge Family Office
How Do I Avoid Ruining My Young Kids?
Anna Bertman, CAP® Principal
John Jennings President and Chief Strategist of ArchBridge Family Office
Investment Management
Secondaries: A Tool—Not a Strategy
Jeffrey Meyers, Jr. Director of Private Markets
Evergreen Funds: A New Paradigm or a Complement to Drawdown Structures
Jeffrey Meyers, Jr. Director of Private Markets
Market Whiplash: Should You Sell Stocks Amid Trump’s Tariff Uncertainty?
John Jennings President and Chief Strategist of ArchBridge Family Office
Markets Are Down – Here's What You Should (and Shouldn't) Do
John Jennings President and Chief Strategist of ArchBridge Family Office
The Biggest Investing Lessons From the Covid-19 Crash and Rebound
John Jennings President and Chief Strategist of ArchBridge Family Office
Don’t Let Trump Presidency Fears (Or Fervor) Drive Your Investment Decisions
John Jennings President and Chief Strategist of ArchBridge Family Office
What Will The Market Return In 2025?
John Jennings President and Chief Strategist of ArchBridge Family Office
How Investors Can Brace For Election Uncertainty
John Jennings President and Chief Strategist of ArchBridge Family Office
How The Stock Market Performs After Federal Reserve Rate Cuts
John Jennings President and Chief Strategist of ArchBridge Family Office
Today's Market Leaders Won't Rule Tomorrow: The Case For Diversification
John Jennings President and Chief Strategist of ArchBridge Family Office
What Should You Do After You've Won Powerball Or Mega Millions?
John Jennings President and Chief Strategist of ArchBridge Family Office
The Fed's Dot Plots: A Cautionary Tale For Interest Rate Fortune Tellers
John Jennings President and Chief Strategist of ArchBridge Family Office
Bond Investors: Here's Why The Recent Rise In Rates Is Actually Good News
John Jennings President and Chief Strategist of ArchBridge Family Office
Black Monday: The Improbable Crash, Its Causes, And Timeless Lessons For Investors
John Jennings President and Chief Strategist of ArchBridge Family Office
Information Overload: Unraveling The Paradox Of Investment Knowledge
John Jennings President and Chief Strategist of ArchBridge Family Office
How Do You Vote (Your Shares)?
Anna Sears Principal
How To Manage Private Equity Capital Calls
John Jennings President and Chief Strategist of ArchBridge Family Office
Five Steps to Align Your Portfolio with Your Values
Anna Sears Principal
What Will The Market Return In 2023?
John Jennings President and Chief Strategist of ArchBridge Family Office
The Difference Between Experience and Expertise
John Jennings President and Chief Strategist of ArchBridge Family Office
The Paradox Of The Herd
John Jennings President and Chief Strategist of ArchBridge Family Office
Beware High-Water Mark Thinking
John Jennings President and Chief Strategist of ArchBridge Family Office
Should You Invest Like A University Endowment?
John Jennings President and Chief Strategist of ArchBridge Family Office
Should We Be Scared of Inflation?
John Jennings President and Chief Strategist of ArchBridge Family Office
What Will The Stock Market Return In 2022?
John Jennings President and Chief Strategist of ArchBridge Family Office
John Jennings President and Chief Strategist of ArchBridge Family Office
Four Proven Ways To Buy Happiness With Money
John Jennings President and Chief Strategist of ArchBridge Family Office
Five Ways to Be a Terrible Investor
John Jennings President and Chief Strategist of ArchBridge Family Office
Preserving Wealth Is a Very Different Discipline than Creating It
John Jennings President and Chief Strategist of ArchBridge Family Office
The Seven Deadly Sins of the Wealth Management Industry
John Jennings President and Chief Strategist of ArchBridge Family Office
How Do You Fairly Divide Grandma's "Stuff" After She Passes?
John Jennings President and Chief Strategist of ArchBridge Family Office
It’s Okay to Invest Near the Top of The Market
John Jennings President and Chief Strategist of ArchBridge Family Office
Investors, Don't Succumb to The Fear of Missing Out
John Jennings President and Chief Strategist of ArchBridge Family Office
The Minsky Moment: Why Stability Leads to Market Panic and What to Do About It
John Jennings President and Chief Strategist of ArchBridge Family Office
What Will the Stock Market Return in 2021?
John Jennings President and Chief Strategist of ArchBridge Family Office
How Applying Regression to The Mean Can Improve Investment Performance
John Jennings President and Chief Strategist of ArchBridge Family Office
John Jennings President and Chief Strategist of ArchBridge Family Office
Beating the Market Is Simple But Not Easy
John Jennings President and Chief Strategist of ArchBridge Family Office
Why It’s So Hard to Beat the Market
John Jennings President and Chief Strategist of ArchBridge Family Office
What Wealthy Families Need to Know About Asset Protection
John Jennings President and Chief Strategist of ArchBridge Family Office
What Will The Stock Market Return In 2020?
John Jennings President and Chief Strategist of ArchBridge Family Office
Why Do Most Stocks Underperform Their Index?
John Jennings President and Chief Strategist of ArchBridge Family Office
Following What "They" Say
Alex Bates Director of Investment Research
Is Warren Buffett Wrong?
Paul Hoffman Principal
Late Cycle Investing
John Jennings President and Chief Strategist of ArchBridge Family Office
How to Increase Investment Returns
John Jennings President and Chief Strategist of ArchBridge Family Office
Give Me the Best (Strategy)
Alex Bates Director of Investment Research
Fees and Taxes Matter (And Taxes Matter More Than You Think)
Anna Sears Principal
Presidents and Markets: Investing Observations Based on Who Is in Charge
Alex Bates Director of Investment Research
The Allure of the Endowment Model: What Individual Investors Can Learn
Alex Bates Director of Investment Research
Investing in Private Companies - A Perspective
Spencer Burke Senior Counsel at ArchBridge Family Office
Sound Smart Series
Sound Smart: Bubble talk is back. Here’s how to keep your cool.
Alex Bates Director of Investment Research
Alex Bates Director of Investment Research
Stablecoins Reach a Legislative Milestone, but Should Investors Care?
Alex Bates Director of Investment Research
Why Investors Shouldn't React to Daily Market Moves
Alex Bates Director of Investment Research
Why Panic Might Be the Best Time to Invest
Alex Bates Director of Investment Research
Gold's Glow: A Strategic Fit or Just a Safe-Haven Spike?
Alex Bates Director of Investment Research
Don't Be Afraid of the Market
Paul Ruppe Director of Public Markets
Tariffs and Trade Wars: What They Mean for Your Investments
Alex Bates Director of Investment Research
Beyond the AI Giants: Making Sense of the Top-Heavy Market
Alex Bates Director of Investment Research
Market Forecasts Are Always Wrong – How to Use Them Anyway
Alex Bates Director of Investment Research
Is Bitcoin Ready for a Primetime Portfolio Slot?
Alex Bates Director of Investment Research
Boring is Beautiful: The Secret to Long-Term Investment Success
Alex Bates Director of Investment Research
Crystal Ball Investing: Why Knowing Tomorrow’s News Isn’t Enough
Alex Bates Director of Investment Research
From Dormancy to Demand: A.I.'s Role in Nuclear's Potential Comeback
Alex Bates Director of Investment Research
Alex Bates Director of Investment Research
Alex Bates Director of Investment Research
Private Credit: The Tax Trap Lurking Behind Those Tempting Yields
Jeffrey Meyers, Jr. Director of Private Markets
Fees and Fossils: Understanding Investment Costs
Alex Bates Director of Investment Research
Powering AI: The Hidden Energy Cost of the Tech Revolution
Alex Bates Director of Investment Research
Debt-to-GDP: A Firecracker in the Works?
Alex Bates Director of Investment Research
The Latest Party Crasher: Active ETFs
Alex Bates Director of Investment Research
Alex Bates Director of Investment Research
Should Top Performing Active Managers Be Top Choice?
Alex Bates Director of Investment Research
Around the Clock Stocks
Alex Bates Director of Investment Research
Jeffrey Meyers, Jr. Director of Private Markets
The S&P 500: A Surprising Global Portfolio in Disguise
Alex Bates Director of Investment Research
Will Investment Products Ever Be Free?
Alex Bates Director of Investment Research
Skin in the Game: A Key to Investment Manager Success?
Alex Bates Director of Investment Research
Meme Stocks: Is It Worth Playing the Game with DJT?
Alex Bates Director of Investment Research
Why Everything Still Feels Expensive Even As Inflation Cools
John Jennings President and Chief Strategist of ArchBridge Family Office
Volatility: It's Kind of a Drag
Alex Bates Director of Investment Research
Active Management: Outperforming or Overpaying?
Alex Bates Director of Investment Research
Why Haven't TIPS Protected Against Inflation?
Alex Bates Director of Investment Research
How the End of Cheap Money Will Strain Government Finances
Alex Bates Director of Investment Research
Does Money Buy Happiness? Actually, Yes
John Jennings President and Chief Strategist of ArchBridge Family Office
The Surprising Benefits of Investing At All-Time Highs
Alex Bates Director of Investment Research
Will the Super Bowl Outcome Affect Your Portfolio?
Alex Bates Director of Investment Research
Do Stocks Follow Consumer Sentiment? You May Be Surprised.
Alex Bates Director of Investment Research
Leveraged ETFs: Amplifying Gains or Risks?
Alex Bates Director of Investment Research
Riding the Hot Hand in Venture Capital
Alex Bates Director of Investment Research
Finding Stock Needles in the Market Haystack
Alex Bates Director of Investment Research
What Will The Market Return In 2024?
John Jennings President and Chief Strategist of ArchBridge Family Office
Gifts for the Well-Behaved Investor
Alex Bates Director of Investment Research
Are IPOs a "Go" or a "No?"
Alex Bates Director of Investment Research
Crypto Whiplash
Alex Bates Director of Investment Research
Hitting the Investment Portfolio Jackpot
Alex Bates Director of Investment Research
Should You Venture Into Venture Capital?
Alex Bates Director of Investment Research
Head-to-Head: Dow vs. S&P 500 (And The Shocking Results)
Alex Bates Director of Investment Research
Bonds: Bland or Bold?
Alex Bates Director of Investment Research
Will Higher Interest Rates Crush the Economy?
Alex Bates Director of Investment Research
InvestingGPT?!
Alex Bates Director of Investment Research
Stock Analysts Love to Say "Buy"—But Should You Listen?
Alex Bates Director of Investment Research
PE Funds: Is Bigger Better?
Alex Bates Director of Investment Research
Weight Loss Wonders!
Alex Bates Director of Investment Research
Trustee Services
John Jennings President and Chief Strategist of ArchBridge Family Office
How To Be An Effective Trustee
John Jennings President and Chief Strategist of ArchBridge Family Office
John Jennings President and Chief Strategist of ArchBridge Family Office
Best Practices in Trust Administration for Individual Trustees
John Jennings President and Chief Strategist of ArchBridge Family Office
Family Business
John Jennings President and Chief Strategist of ArchBridge Family Office
“Only Morons Pay the Estate Tax”
Spencer Burke Senior Counsel at ArchBridge Family Office
I Loved My Family Reunion
Spencer Burke Senior Counsel at ArchBridge Family Office
Spencer Burke Senior Counsel at ArchBridge Family Office
HBO Series Succession: Giving Family Business a Bad Name?
Spencer Burke Senior Counsel at ArchBridge Family Office
Spencer Burke Senior Counsel at ArchBridge Family Office
What Families Can Learn From Family Businesses
Spencer Burke Senior Counsel at ArchBridge Family Office
Family Business and the Role of the Family Office
Spencer Burke Senior Counsel at ArchBridge Family Office
News & Events
Introducing ArchBridge Family Office
Julie Lilly Chief Executive Officer of ArchBridge Family Office
Next Gen Education
Keeping a Human Touch in a High-Tech Financial World
Chris Brennan Education Specialist
From Idea to Income: Summer Fun to Summer Funds
Chris Brennan Education Specialist
From Hobby to Hustle: Turning Summer Passions Into Profits
Chris Brennan Education Specialist
Allowance? Not on MY Dime...
Chris Brennan Education Specialist
The Hidden Curriculum of Allowance: Identity, Agency, and $5 Wins
Chris Brennan Education Specialist
Powerful, Proven Services
From investment management to trustee services, advice about your family business and beyond, ArchBridge can help. We’ll customize a service package that will both protect and grow your legacy.
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