FREE SECOND OPINION
(503) 257-6969 
info@vonborstel.com
Track My Wealth
OUR VISION TO WEALTH PROCESS
von Borstel & Associatesvon Borstel & Associates
  • 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
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
    • Videos
    • Training Videos
    • Resources
  • Contact
16 Feb

Why planning?

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog
Why planning? I’ve been in this business for four decades now. The longer I’m here, the more I believe and see examples of why planning is good. Less stress, better prepared, and better reactions because: Organization We have thought through
Read More
  • Share:
16 Dec

Decisions: Based on facts or delusion?

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog
Decisions: Based on facts or delusion? What do we believe about life, politics, and circumstances? Much of what we believe is based on what we hear. What we take in from the news media, radio, and talk shows hosts a
Read More
  • Share:
15 Nov

Needle in the Haystack

  • By Craig Smith, CFP®, CFA®, CKA®
  • In Blog
Needle in the Haystack Pop quiz! Question 1: Do stocks outperform one-month US Treasury Bills? Question 2: Are individual stocks likely to outperform one-month US Treasury Bills? You might say, Craig, those two questions are asking the same thing! And
Read More
  • Share:
16 Oct

Gambling Responsibly

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog
Gambling Responsibly! That is an interesting term. You might want to understand I’ve never put a penny in a slot machine. I’ve gone to Monte Carlo to some of the most famous casinos in the world that I had to
Read More
  • Share:
16 Sep

Elegant Simplicity

  • By Craig Smith, CFP®, CFA®, CKA®
  • In Blog
Raptor engine from SpaceX
Simplistic, Complex or Elegant Simplicity The world is a highly complex place. The interconnected, multifaceted world that we inhabit is both dumbfounding and inspiring at the same time. If you have a moment to read Leonard E. Read’s short essay
Read More
  • Share:
15 Jul

A Lesson of History

  • By Craig Smith, CFP®, CFA®, CKA®
  • In Blog
A Lesson of History – Don’t Fall Victim to A Classic Blunder! As the year marches on, I’m up to Book Number 24. It happens to be Will Durant’s The Reformation: The Story of Civilization Part VI. The book, originally
Read More
  • Share:
16 May

24,901

  • By Craig Smith, CFP®, CFA®, CKA®
  • In Blog
24,901 I think I’m just hardwired for activities that can be accomplished by being intentional, and plodding, over long periods of time. 26.2 miles – 2008 Portland Marathon. 968 miles – 2007 Oregon/Washington Pacific Crest Trail. 211 miles – 2014
Read More
  • Share:
12 Dec

4,000 Miles

  • By Craig Smith, CFP®, CFA®, CKA®
  • In Blog, Live Your Best Life
How far can you get in 4,000 miles? That’s the question I asked myself as I biked home in the dark with a flashing headlight and taillight on my bike while wearing wool socks, spandex pants, bike shorts, gloves, wind/rain
Read More
  • Share:

Sign Up

Get Wayne’s Rules & Other Updates

Sign Up Now

Categories

  • 18 Question Series (17)
  • Blog (96)
  • Budget (6)
  • Education Planning (1)
  • Estate Planning (5)
  • Financial Myths Series (10)
  • Financial Planning (36)
  • Giving (8)
  • Investing (50)
  • Leadership (3)
  • Live Your Best Life (40)
  • Money and Your Kids (3)
  • Personal Finance (42)
  • Planning (18)
  • Retirement (10)
  • Self-Help (21)
  • Special Guest Blog (1)
  • Success (33)
  • Taxes (6)
  • Training Videos (7)
  • Transition Planning (1)
  • Uncategorized (22)
  • Video (5)

Investment advisory services offered through von Borstel & Associates, Inc., an SEC Registered Investment Advisor.
Privacy Policy | Form ADV | Form CRS

  • 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