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Back
  • 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
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    • Training Videos
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12 Aug

Myth #4 My Broker Has My Best Interest at Heart

  • By Marlene Large
  • In Blog, Financial Myths Series, Financial Planning, Investing, Personal Finance, Success
Financial Myth’s Blog Series - Unfortunately, much of the information relating to money that permeates our thinking as individuals and as a society is based on myths.
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19 Jul

Myth #3 My Advisor Knows Which Stocks to Buy

  • By Marlene Large
  • In Blog, Financial Myths Series, Financial Planning, Investing, Personal Finance, Success
Financial Myth’s Blog Series - Unfortunately, much of the information relating to money that permeates our thinking as individuals and as a society is based on myths.
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23 Jun

GoToMeeting Tutorial

  • By Marlene Large
  • In Training Videos, Video
If you have trouble joining virtual GoTomeetings with Wayne – this is the video for you.   Visit our YouTube channel  Check out other Training Videos 
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14 Jun

Myth #2 My Advisor Can Tell Me What the Markets Will Do

  • By Marlene Large
  • In Blog, Financial Myths Series, Financial Planning, Investing, Personal Finance, Success
Financial Myth’s Blog Series - Unfortunately, much of the information relating to money that permeates our thinking as individuals and as a society is based on myths.
Read More
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27 May

Myth #1 Planning Stops When We Reach Retirement

  • By Marlene Large
  • In Blog, Financial Myths Series, Financial Planning, Investing, Personal Finance, Success
Financial Myth’s Blog Series - Unfortunately, much of the information relating to money that permeates our thinking as individuals and as a society is based on myths.
Read More
  • Share:
17 Mar

Are You Ready for the Truth?

  • By Marlene Large
  • In 18 Question Series, Blog, Financial Planning, Investing, Live Your Best Life, Personal Finance, Success
18 Questions Blog Series At von Borstel & Associates, we ask our clients 18 critical questions. The answers to these questions determine how we partner with each client and manage their wealth. This week we’re talking about truth and how
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04 Feb

Is Your Portfolio Constructed on Conventional Theory?

  • By Marlene Large
  • In 18 Question Series, Blog, Financial Planning, Investing, Live Your Best Life, Personal Finance, Success
18 Questions Blog Series At von Borstel & Associates, we ask our clients 18 critical questions. The answers to these questions determine how we partner with each client and manage their wealth. This week we’re talking about constructing your portfolio
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18 Jan

Is it Appropriate for You to Retire?

  • By Marlene Large
  • In 18 Question Series, Blog, Financial Planning, Investing, Live Your Best Life, Personal Finance, Success
18 Questions Blog Series At von Borstel & Associates, we ask our clients 18 critical questions. The answers to these questions determine how we partner with each client and manage their wealth. This week we’re talking about knowing when it’s
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04 Jan

Do you have the four pillars for financial success in retirement?

  • By Marlene Large
  • In 18 Question Series, Blog, Financial Planning, Investing, Live Your Best Life, Personal Finance, Success
18 Questions Blog Series At von Borstel & Associates, we ask our clients 18 critical questions. The answers to these questions determine how we partner with each client and manage their wealth. This week we’re talking about the four pillars
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08 Dec

How do Markets Work?

  • By Marlene Large
  • In 18 Question Series, Blog, Financial Planning, Investing, Live Your Best Life, Personal Finance, Success
So, why is it wise to have a prudent investment philosophy? Ask yourself this, “Do I want to maximize the probability of success?” If you answered no, then disregard the following. If, however, you’re interested in learning a key to financial nirvana, the following steps will guide you on...
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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