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    • Why Work with Us
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20 Jan

The Market is Down, So Now What? 6 Actions to Bring Sanity to Your Investing!

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Investing
The market is down. There are articles and comments in social media saying it’s going to go down 90%, 40%, 60% in 2016! Who can tell you what the market is going to do tomorrow? No one. Now 300,000+ brokers
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09 Nov

Emotions: Friend or Foe?

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Investing, Personal Finance
Do you understand your emotions? My job as a financial planner is to find ways to help you control your emotions and the ensuing self-defeating actions that can negatively impact your financial potential. Let’s list some emotions that can impact
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26 May

Why I Still Wear a Tie

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Uncategorized
It’s interesting that as life goes on, I watch myself get old. Today at 60, many things have changed. Cars are faster and more efficient, people are busier, communication is immediate, and we are much more casual in how we
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06 Jan

What You Shouldn’t Be Watching

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Investing, Retirement
Returns! Being obsessed with returns is probably the most underrated weakness of the investor.  Does it make sense to look at short-term returns? I believe not. I’ve found it makes more sense to talk about whether we’re on track rather
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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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13 Oct

7 Ways We Blow Up Our Bus

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Investing, Planning, Self-Help
In a prior post, I compared the journey of our lives to that of a bus trip, and discussed how important it is to assess who we’ve invited to join us. Those on our bus can either add energy to,
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20 Aug

Boring, but Irrelevant?

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Investing, Planning, Self-Help
The other day someone challenged my wisdom, or at least what I was proposing, and declared it to be irrelevant to young people – those under 45. Maybe because what I believe in, whether regarding my Christian faith or money, isn’t
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06 Aug

Your Four Choices

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Investing, Self-Help
What did you do with your tax refund? Do you remember? With every dollar, we have only four choices; spend, save, invest, or to give it away. So where did it all go? A couple of months ago, I saw
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11 Jul

35 Years

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Investing, Self-Help
What is persistence?  Could it mean that you believe in something so strongly that you stay the course, no matter what the outside influences or powers that draw you in different directions?  The other day, my wife and I celebrated
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17 Jun

When You Can’t Have it Your Way

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Investing, Planning, Self-Help
How often are we misled by our desire to feel good? How many times do we make decisions to satisfy our short-term wants only to sacrifice our ability to achieve long-term success? When we hire someone to provide a service,
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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
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    • Training Videos
    • Resources
  • Contact