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Blog

06 Feb

Be Unemotional!

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Uncategorized
We are smart people. We are experienced, educated, well read and have more information available to us than ever before in previous decades. If this is the case, why do so many continue to want to make financial decisions based
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23 Jan

Emotion vs. Systematic…The battle of our nation!

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Uncategorized
Who will win in your life? Will you become a statistic that the majority of people in the richest country in the world retire with less than $50,000 in the bank? Success…… is that created from emotion. When we are emotional
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09 Jan

Will this be the beginning or the end?

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Uncategorized
It is interesting where you learn something.  I was sitting in a meeting, bored, tired and only half listening when the speaker said how the word ought is the most useless word in the English language.  That got my mind
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22 Dec

Myth #10 I Can’t Afford to Save

  • 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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06 Dec

Myth #9 Greater Risk Generates Greater Returns

  • 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 Nov

Myth #8 I Can Beat the Market

  • 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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28 Oct

Myth #7 The Best Investment Is…

  • 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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16 Oct

Learn how to access Cash Flow reports, Net Worth Statements and other reports in Track My Wealth

  • By Marlene Large
  • In Training Videos, Video
Visit our YouTube channel  Check out other Training Videos 
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16 Oct

Learn how to see a list of your Advisors in Track My Wealth

  • By Marlene Large
  • In Training Videos, Video
Visit our YouTube channel  Check out other Training Videos 
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16 Oct

Learn how to access the Vault and an index of everything in your Track My Wealth Vault

  • By Marlene Large
  • In Training Videos, Video
Visit our YouTube channel  Check out other Training Videos 
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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