wayne von borstel Archives

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

18 Aug

Who Owns Today?

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

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

15 Jun

Thoughts or Strategies?

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

15 May

6 Ways to Increase Your Probability of Success

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

01 May

What was the Price of Today? Who Paid?

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

06 Feb

Be Unemotional!

We are smart people. We are experienced, educated, well read and have more information available to us than ever before in previous decades. If this is the case, why do so many continue to want to make financial decisions based

06 Aug

Financial Readiness

By Marlene Large
In Blog, Financial Planning, Live Your Best Life, Personal Finance

What does “financial readiness” mean? Many people say, “Well, that’s having the perfect portfolio.” Some say that you have to outsmart and predict the market. Some say that it’s the ability to be agile enough to adjust when things go

12 May

What Would You Do?

What is life? We’re born, go to school, get a job, get married, have kids, retire and die. Is this all it is? A few days ago, I reached out to a client and left a message just to check-in.

29 Mar

Coaching, Are You Ready?

It is interesting to be in the business of coaching. Many people identify me as a financial planner, however, what I really am is a financial coach. I coach people to have better actions, better habits and ultimately, as a