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  • Home
  • 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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  • Events
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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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16 Oct

Gambling Responsibly

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog
Gambling Responsibly! That is an interesting term. You might want to understand I’ve never put a penny in a slot machine. I’ve gone to Monte Carlo to some of the most famous casinos in the world that I had to
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16 Mar

The Cost of Capital and The Price of Time

  • By Craig Smith, CFP®, CFA®, CKA®
  • In Blog
The Cost of Capital and the Price of Time We’ve all heard the phrase “time is money”. But what exactly is the “price of time”? How do we calculate or quantify how much time is worth? When we invest, what
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16 Feb

Confidence

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog
Confidence! Confidence is often our best friend in competition, sports, or being a businessman. When can confidence be a problem? When we’re investing! If our confidence in investing is centered on markets, this is troublesome. We will surely lose if
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17 Oct

It is the Season

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog
It is the Season – To worry about things, we cannot control, nor that may even have much effect on our day-to-day life! The political season is just starting. Everybody knows who they hate and mistrust; no matter what they
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15 Sep

Staying Found

  • By Craig Smith, CFP®, CFA®, CKA®
  • In Blog
Staying Found Years ago, Melinda and I hiked the Pacific Crest Trail (PCT) from Ashland, OR to Manning Park, British Columbia. We learned a lot about ourselves during the roughly 900 trail-mile trip, celebrated our first wedding anniversary sleeping on
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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