FREE SECOND OPINION
(503) 257-6969 
info@vonborstel.com
Track My Wealth
OUR VISION TO WEALTH PROCESS
von Borstel & Associatesvon Borstel & Associates
  • 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
Back
  • 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
15 May

6 Ways to Increase Your Probability of Success

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Investing, Planning, Retirement
I recently talked with a man that was almost irrational with anger. Something else had performed better than his portfolio. In his career he had been a perfectionist and only the best was ever acceptable. If you only accept being
Read More
  • Share:
18 Oct

The Good, The Bad and The Bored

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Investing
We all have good days…we all have bad days…and we all have times when we feel bored. I’m going to tell you to beware all three! Why? Because when it comes to investing, any day you are feeling a strong
Read More
  • Share:
23 Jun

Secrets of the Successful – #2

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Leadership, Live Your Best Life, Self-Help
As human beings we want to feel we belong. After all, being part of the group is instinctual to our survival. We are taught from a young age to not make a scene, to be mindful of what we say
Read More
  • Share:
26 May

Secrets of the Successful – #1

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Live Your Best Life
I’ve been in financial services for over 30 years. When you do something for that long the patterns emerge and you see why things are the way they are. I’ve had the privilege of getting to know hundreds of successful
Read More
  • Share:
18 May

Are Annuities for You?

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Investing, Planning, Retirement
While I sit here, the market is moving as usual and financial writers are having a heyday telling you what to do now. I’m often asked why I use annuities in my clients’ portfolios or why I feel some clients
Read More
  • Share:
08 Apr

Spring Cleaning for Your Financial Closet

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Live Your Best Life, Personal Finance, Self-Help
  I suppose it is human nature to want to clean our homes when spring comes. I was reading somewhere that 77% of Americans spring clean. Wow! This means all across the country people are cleaning behind the furniture, washing
Read More
  • Share:
24 Mar

Intentional Purposeful Giving

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Giving, Live Your Best Life
I suppose every day we give. We open the door for the person coming through. We smile at someone walking by. We do an errand for a friend or loved one.  Those are all forms of giving and they benefit
Read More
  • Share:
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
Read More
  • Share:
10 Dec

Social Security – The Rules Have Changed

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Retirement
Social Security for many people is their only source of retirement income and for most it represents one of their larger retirement assets. The rules have changed! In November, a law was passed that removes two popular social security claiming
Read More
  • Share:
24 Nov

5 Steps to Spend Less and Give More

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Budget, Giving, Personal Finance
It is interesting to me how many people do not enjoy Christmas nor the holidays at this time of year. How is it that a time that is to be celebrated and is advertised to be so happy is sometimes
Read More
  • Share:
  • 1
  • 2
  • 3
  • >

Sign Up

Get Wayne’s Rules & Other Updates

Sign Up Now

Categories

  • 18 Question Series (17)
  • Blog (96)
  • Budget (6)
  • Education Planning (1)
  • Estate Planning (5)
  • Financial Myths Series (10)
  • Financial Planning (36)
  • Giving (8)
  • Investing (50)
  • Leadership (3)
  • Live Your Best Life (40)
  • Money and Your Kids (3)
  • Personal Finance (42)
  • Planning (18)
  • Retirement (10)
  • Self-Help (21)
  • Special Guest Blog (1)
  • Success (33)
  • Taxes (6)
  • Training Videos (7)
  • Transition Planning (1)
  • Uncategorized (22)
  • Video (5)

Investment advisory services offered through von Borstel & Associates, Inc., an SEC Registered Investment Advisor.
Privacy Policy | Form ADV | Form CRS

  • 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