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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
14 Oct

Myth #6 Fallacy of the Separately Managed Account

  • By Marlene Large
  • In Blog, Financial Myths Series, Financial Planning, Investing, Personal Finance, Success
Financial Myth’s Blog Series - Unfortunately, much of the information relating to money that permeates our thinking as individuals and as a society is based on myths.
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06 Sep

Myth #5 Individual Stocks Are the Best Investment

  • By Marlene Large
  • In Blog, Financial Myths Series, Financial Planning, Investing, Personal Finance, Success
Financial Myth’s Blog Series - Unfortunately, much of the information relating to money that permeates our thinking as individuals and as a society is based on myths.
Read More
  • Share:
12 Aug

Myth #4 My Broker Has My Best Interest at Heart

  • By Marlene Large
  • In Blog, Financial Myths Series, Financial Planning, Investing, Personal Finance, Success
Financial Myth’s Blog Series - Unfortunately, much of the information relating to money that permeates our thinking as individuals and as a society is based on myths.
Read More
  • Share:
19 Jul

Myth #3 My Advisor Knows Which Stocks to Buy

  • By Marlene Large
  • In Blog, Financial Myths Series, Financial Planning, Investing, Personal Finance, Success
Financial Myth’s Blog Series - Unfortunately, much of the information relating to money that permeates our thinking as individuals and as a society is based on myths.
Read More
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14 Jun

Myth #2 My Advisor Can Tell Me What the Markets Will Do

  • By Marlene Large
  • In Blog, Financial Myths Series, Financial Planning, Investing, Personal Finance, Success
Financial Myth’s Blog Series - Unfortunately, much of the information relating to money that permeates our thinking as individuals and as a society is based on myths.
Read More
  • Share:
27 May

Myth #1 Planning Stops When We Reach Retirement

  • By Marlene Large
  • In Blog, Financial Myths Series, Financial Planning, Investing, Personal Finance, Success
Financial Myth’s Blog Series - Unfortunately, much of the information relating to money that permeates our thinking as individuals and as a society is based on myths.
Read More
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17 Mar

Are You Ready for the Truth?

  • By Marlene Large
  • In 18 Question Series, Blog, Financial Planning, Investing, Live Your Best Life, Personal Finance, Success
18 Questions Blog Series At von Borstel & Associates, we ask our clients 18 critical questions. The answers to these questions determine how we partner with each client and manage their wealth. This week we’re talking about truth and how
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04 Feb

Is Your Portfolio Constructed on Conventional Theory?

  • By Marlene Large
  • In 18 Question Series, Blog, Financial Planning, Investing, Live Your Best Life, Personal Finance, Success
18 Questions Blog Series At von Borstel & Associates, we ask our clients 18 critical questions. The answers to these questions determine how we partner with each client and manage their wealth. This week we’re talking about constructing your portfolio
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28 Jan

7 Home Renovation Projects That Give a Great ROI

  • By Special Guest
  • In Blog, Investing, Live Your Best Life, Personal Finance, Special Guest Blog, Success
Special Guest – Blog Series Sam Willis is a contributor to Innovative Building Materials. He is a blogger and content writer for the real estate industry. Sam is focused on helping fellow homeowners, contractors, and architects discover materials and methods
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18 Jan

Is it Appropriate for You to Retire?

  • By Marlene Large
  • In 18 Question Series, Blog, Financial Planning, Investing, Live Your Best Life, Personal Finance, Success
18 Questions Blog Series At von Borstel & Associates, we ask our clients 18 critical questions. The answers to these questions determine how we partner with each client and manage their wealth. This week we’re talking about knowing when it’s
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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