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    • Why Work with Us
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15 Nov

Needle in the Haystack

  • By Craig Smith, CFP®, CFA®, CKA®
  • 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
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15 Jul

A Lesson of History

  • By Craig Smith, CFP®, CFA®, CKA®
  • In Blog
A Lesson of History – Don’t Fall Victim to A Classic Blunder! As the year marches on, I’m up to Book Number 24. It happens to be Will Durant’s The Reformation: The Story of Civilization Part VI. The book, originally
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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