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

Politicians, hate, and not being nice!

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog
Politicians, hate, and not being nice! Wouldn’t you think the longer we live, the more civilized we would be? But it seems that we were really civil when I was young and are full of hate today. Whether it’s Democrats
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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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25 Nov

How to Invest for the Next 100% Swing

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Investing
I could sit here tonight and write about what the markets will do tomorrow. There’s a good chance that what I write will be correct. And if I was right, would you attribute that to brilliance or luck? We would
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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