Financial success Archives

15 Nov

Needle in the Haystack

By Jessie Lamp
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

23 Jan

Emotion vs. Systematic…The battle of our nation!

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

09 Jan

Will this be the beginning or the end?

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

29 Mar

Coaching, Are You Ready?

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

31 Aug

Secrets of the Successful – #4

A friend, mentor, and father like figure to me in business was Jack Howe. Some would say that he was not easy to get along with, some would say he pushed too hard. But what he possessed was determination. He

23 Jun

Secrets of the Successful – #2

As human beings we want to feel we belong. After all, being part of the group is instinctual to our survival. We are taught from a young age to not make a scene, to be mindful of what we say

26 May

Secrets of the Successful – #1

I’ve been in financial services for over 30 years. When you do something for that long the patterns emerge and you see why things are the way they are. I’ve had the privilege of getting to know hundreds of successful

04 Aug

7 Secrets to Find the Right Financial Coach

How do you find someone who will not waste your time, efforts or money in your quest for financial success? Whatever your biases, I believe it is critical that you find someone who can maximize your potential, time, and money.

26 Jul

Get Your Hands Dirty

By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
In Blog, Budget, Planning, Retirement

The other day, my five year old granddaughter and I planted a tree. One of the day’s most important lessons was that it is okay to get dirty. She wondered when we were done if we got to wash our

06 Nov

7 Fears that Lead to Less

It’s interesting that, by majority, we feel really intelligent. Most of us believe that we are above average in our thought processes and how we make decisions. Yet, this over-reliance on our own thought processes is what has caused the