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

The Plane

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog
The “Plane” Do you remember the first time you were on a plane? Maybe you never have been, but that would be rare. When I grew up, there weren’t many people who had been on a plane. Today, it is
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16 Mar

The Cost of Capital and The Price of Time

  • By Craig Smith, CFP®, CFA®, CKA®
  • In Blog
The Cost of Capital and the Price of Time We’ve all heard the phrase “time is money”. But what exactly is the “price of time”? How do we calculate or quantify how much time is worth? When we invest, what
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16 Feb

Confidence

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog
Confidence! Confidence is often our best friend in competition, sports, or being a businessman. When can confidence be a problem? When we’re investing! If our confidence in investing is centered on markets, this is troublesome. We will surely lose if
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16 Jan

New Years Resolution

  • By Craig Smith, CFP®, CFA®, CKA®
  • In Blog
New Years Resolution One of the “classics” in investing literature is Charles Ellis’ Winning the Loser’s Game. I happened to reread it recently, and what follows has heavy inspiration from the themes in his book. As the calendar has recently
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16 Dec

Let’s Enjoy the Holiday Season

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog
Let’s enjoy the holiday season! Many people can only find joy by giving. Of course, some people think that the only joy they can find is from receiving! I believe joy comes from confidence. Confidence in our plan. Confidence in
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17 Nov

Of Adam Smith, Pyrrhic Victories, and your “Why?”

  • By Craig Smith, CFP®, CFA®, CKA®
  • In Blog
Of Adam Smith, Pyrrhic Victories, and your “Why?” You are probably familiar with Adam Smith, often called the Father of Economics. Most people associate him with his book The Wealth of Nations which was published in 1776 and remains widely
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17 Oct

It is the Season

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog
It is the Season – To worry about things, we cannot control, nor that may even have much effect on our day-to-day life! The political season is just starting. Everybody knows who they hate and mistrust; no matter what they
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29 Mar

Coaching, Are You Ready?

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Financial Planning, Live Your Best Life, Success
It is interesting to be in the business of coaching. Many people identify me as a financial planner, however, what I really am is a financial coach. I coach people to have better actions, better habits and ultimately, as a
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19 Oct

Do You See the Forest, Yet Ignore the Trees?

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Estate Planning, Personal Finance
How many times have you heard the phrase, “Can’t see the forest for the trees?” This refers to being so focused on the small details that someone fails to see the larger picture. In my experience, I’ve found that when
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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