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  • Home
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    • Why Work with Us
    • Aligning Values, Vision and Wealth
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    • Meet Craig Smith
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      • Wayne’s Team
      • Craig’s Team
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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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18 Aug

Who Owns Today?

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog
Who owns today? We often give our day up to those we don’t know. We look at Facebook, TV, or some form of media. We may not know whose agenda we are hearing, but we still let it impact our
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14 Jul

Everything You Own

  • By Craig Smith, CFP®, CFA®, CKA®
  • In Blog
Everything You Own A realtor friend jokingly congratulated me on purchasing my home in 2009 by saying, “Welcome to the class of ‘home-moaners’!”. Get it? Homeowners constantly moan about their property’s maintenance, upkeep, and to-dos. If you’ve owned a home
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15 Jun

Thoughts or Strategies?

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog
Thoughts or Strategies? Which is worth more? Many people have thoughts about financial plans. They have opinions that they’re willing to give you. But is that what you want to build your future on? Probably not. I have many thoughts
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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
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01 May

What was the Price of Today? Who Paid?

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Live Your Best Life
I was driving through the Columbia River Gorge towards Portland, Oregon and it struck me once again, as it often does, that life is beautiful! You know what else is beautiful? Freedom. Freedom equals choices, choices equal action, action equals
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30 May

Stop the World! I Want to Get Off!

  • By Craig Smith, CFP®, CFA®, CKA®
  • In Blog, Live Your Best Life, Self-Help, Success
That’s the sense I get from many people that I talk with today.  There’s so much going on, and coming at us so fast. If you turn on the news, peruse the internet or pick up a newspaper, all you
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09 Mar

Rolling Back on Dodd-Frank

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Live Your Best Life
Is regulation protection? Does it hinder productivity? Does it make dishonest people, honest? Could regulation possibly keep honest people, from being their best for their clients?   I think we could write a book on these four questions. Whatever happened
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16 Dec

Investing and Politics

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Investing
Who will have the greatest impact on your financial future? You or President-elect Trump? Now I know there are two groups in this country: one hates what they see going forward based on our election; and one loves it. What
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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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  • 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