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30 Jun

Brexit and the Boston Tea Party

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Investing
Let me ask you a question? Do you perceive the Boston Tea Party as a negative historical event? I would agree that in the short-term it was not very pretty, yet in the long-term it led to the independence, formation,
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20 Mar

Hope Springs Eternal

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Investing, Planning, Self-Help
Isn’t happiness built on optimism?  After all, aren’t we happier if we believe our spouse loves us, that we are good at what we do, and that we make a difference in the lives of others?  We can’t always know
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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