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KNOWLEDGE BASE

Education

Welcome to the Archvest Wealth Advisors Knowledge Base. This page is dedicated to all things personal finance. From educational videos to smart device apps, we have pulled together trusted resources for you. Don’t see what you’re looking for? Please contact us to let us know and we’ll help you find the answer.

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Welcome to the Knowledge Base

Posted By: Archvest Wealth Advisors

What is the Knowledge Base? Watch this video to see the story behind the page, how to best navigate it and most importantly, how to connect with us so that we can enrich your experience.

Learn More With Archvest

Questions to Ask an Advisor
Government Pensions and Social Security
Social Security Overview
529 Plans
Housing Options
Spending Plan
Credit Report
Credit Score
Digital Estate
Estate Planning Overview
Probate Process
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Additional Resources

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Recommended Financial Apps

Black Diamond – The Black Diamond Mobile phone application enables authorized Black Diamond clients to access portfolio data in a simple, elegant interface.
iOS | Android

Schwab – Schwab has one mission: to help you reach your financial goals. Buy and sell stocks, ETFs, mutual funds, options, and more right from your phone.
iOS | Android

Quicken – You’ve got big-money goals. Whether making a budget, saving more money, always knowing what you have left to spend, or growing investments.
iOS | Android

Spending Tracker – Spending tracker is the easiest and most user friendly Personal Finanace App in the store. And best of all, it’s free!
iOS | Android

10BII Calc HD – 10BII Calc HD is a business calculator featuring over 100 built-in functions for business, finance, mathematics and statistics.
iOS

Yahoo Finance – Follow the stocks you care about most and get personalized news and alerts. Access real-time information and investment updates to stay on top of the market.
iOS | Android

Pocket – Don’t lose track of the interesting things you find by emailing yourself links or letting tabs pile up in your browser.
iOS | Android

Genius Scan – Genius Scan is a scanner in your pocket. Quickly scan your documents on the go and export them as JPEG or multi-page PDF files.
iOS | Android

Investopedia – Investopedia’s database of over 11,000 financial terms and definitions are now available right at your fingertips.
Android

WolframAlpha – Wolfram|Alpha has rapidly become the world’s definitive source for instant expert knowledge and computation.
iOS | Android

Any.do – Any.do is a simple app for organizing your day. Manage all your family tasks, work projects and personal to-dos in one place and collaborate with others to be more productive.
iOS | Android

RoboForm – RoboForm on the iPhone, iPad and iPod Touch allows access to logins saved by RoboForm on your Desktop or Laptop, all using the RoboForm Everywhere service.
iOS | Android

LastPass Password Manager – LastPass is an award-winning password manager that saves your passwords and gives you secure access to them from every computer and mobile device.
iOS | Android

It’s Deductible Donation Tracker – ItsDeductible is an easy way to keep track of your donations and get back the maximum deductions you deserve for your charitable acts.
iOS

Elevate – Elevate is a brain training program designed to improve focus, speaking abilities, processing speed, memory, math skills, and more. Personalized training program that adjusts over time to maximize results.
iOS

PocketGuard – With all of your financial accounts in one place, PocketGuard helps you stay on top of your finance and make better financial decisions.
iOS | Android

Digit – Saving money used to be hard. Now it’s easy! Digit is the effortless way to save money without thinking about it.
iOS | Android

Credit Karma – Get your free credit scores, reports and more on Credit Karma. Checking your own credit won’t affect your score, and we’ll never ask for your credit card info.
iOS | Android

Helpful Links

CLIENT EXPERIENCE

We are client-centric and devoted to cultivating long-term relationships with our clients. We take our role as Financial Planners seriously and are committed to serving the best interest of our clients at all times. We are not just investment managers- “brokers”. We are advisors who seek to be integral to your financial life.

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