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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

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

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

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...

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...

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...

Do we know why the risk (or volatility) is important? If your portfolio outperforms consistently, you start thinking it will last forever.

Do we know why the risk (or volatility) is important? If your portfolio outperforms consistently, you start thinking it will last forever.

 A risk to diversification is personal biases based on our history, personal experiences, and the news we watch each day.