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  • Home
  • About
    • Why Work with Us
    • Aligning Values, Vision and Wealth
    • Meet Wayne von Borstel
    • Meet Craig Smith
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      • Wayne’s Team
      • Craig’s Team
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13 Mar

A Few Good People

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Giving, Self-Help
I was talking to a young man this afternoon about doing a job for my wife and me. He is probably the hardest working person I’ve ever been around – smart, caring, and just a nice young man. He did
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04 Mar

Children See, Children Do

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Money and Your Kids, Self-Help
We expect so much of our children. We have high hopes. In fact, our pride is often tied to how our children behave and their accomplishments. We push them to be better, to do things we wished we could do,
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29 Jan

4 Requirements to Live Successfully

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Planning, Retirement, Self-Help
The world is made up of decisions. When we wake, what we eat, how we spend our time…everything is a decision. How do we make decisions? Are they thoughtful and planned or made reactively based on instinct, feelings, and bad
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12 Jan

Oregon Football

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Giving
Oregon is playing in the national championship. What a great privilege for the state of Oregon to have someone in that game. I know lots of people have made Oregon football a big priority in their lives.  I too enjoy
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06 Jan

What You Shouldn’t Be Watching

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Investing, Retirement
Returns! Being obsessed with returns is probably the most underrated weakness of the investor.  Does it make sense to look at short-term returns? I believe not. I’ve found it makes more sense to talk about whether we’re on track rather
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04 Dec

5 Ways to Make a Happier Holiday

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Budget, Self-Help
Yes, I know for many of you, it’s too late. You got up early Black Friday and fought the crowds or spent most of your day Cyber Monday shopping online. Did you get wrapped up in the emotion of the
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25 Nov

How to Invest for the Next 100% Swing

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Investing
I could sit here tonight and write about what the markets will do tomorrow. There’s a good chance that what I write will be correct. And if I was right, would you attribute that to brilliance or luck? We would
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06 Nov

7 Fears that Lead to Less

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Investing, Planning, Self-Help
It’s interesting that, by majority, we feel really intelligent. Most of us believe that we are above average in our thought processes and how we make decisions. Yet, this over-reliance on our own thought processes is what has caused the
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13 Oct

7 Ways We Blow Up Our Bus

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Investing, Planning, Self-Help
In a prior post, I compared the journey of our lives to that of a bus trip, and discussed how important it is to assess who we’ve invited to join us. Those on our bus can either add energy to,
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16 Sep

The Rock-Paper-Scissors of Estate Planning

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Estate Planning
Do you remember the game Rock-Paper-Scissors? Perhaps you’re still playing. Sometimes when we simplify things, they make more sense. I’m going to simplify some aspects of estate planning using the rules from Rock-Paper-Scissors. Remember, paper trumps rock, rock trumps scissors,
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  • Home
  • About
    • Why Work with Us
    • Aligning Values, Vision and Wealth
    • Meet Wayne von Borstel
    • Meet Craig Smith
    • Meet Our Team
      • Wayne’s Team
      • Craig’s Team
    • Books
    • Charitable Partners
  • Services
    • Our Value Pyramid
    • Financial Planning
    • Investment Management
    • Intentional Purposeful Giving ®
    • The Vision to Wealth Process ®
    • Social Security Strategies
    • Retirement Planning
  • Events
  • Insight
    • Blog
    • Videos
    • Training Videos
    • Resources
  • Contact