A clear picture of the impact our services can have on your financial future.
WBC utilizes the Two Economic Powers™ approach in personal planning. This approach identifies and incorporates the foundational powers of personal finance that were always meant to work together in proper balance for efficient accumulation and distribution of money.
To help ensure you continue to achieve your goals in the next stage of your life, our personalized approach to retirement planning incorporates
- Income distribution planning
- Investment management strategies
- Social Security filing options analysis and education
- Health care planning
- Long-term care planning
- Estate planning and risk management
Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney, and/or CPA. Consult them for specific advice on legal and tax matters.
Why you shouldn’t get caught up in the post-election stock-market frenzy: Morningstar
Investors boosted stocks after Donald Trump won a second term. But investors shouldn't depart from their long-term investing plan.
Why ‘Aging In Place’ Is Not Always a Good Plan
Remaining at home as long as possible is what most people want. But age brings serious safety risks for those living alone. Consider the family's options.
Building Generational Wealth Without A Trust Fund
Building generational wealth is often associated with sizable inheritances or trust funds, but the truth is, many people are creating financial legacies from nothing.
3 Precious Metal Charts That Will Stun You
Gold not only looks bullish, the whole setup of increasing global tension seems strategically bullish until further notice. Here are three charts you should see.
Get ready for inflation and interest rates to rise again
Many economists say Trump's tariffs, as well as some of his other proposals, could kick-start another bout of inflation and interest-rate hikes.
Four investment mistakes you really don’t want to repeat
It’s not easy, but the best investors learn from their errors.
Chief strategists project their outlooks on stocks, bonds, currencies, and gold amid a Trump victory
It's fair to say that much of Wall Street didn't get enough sleep on election night after being caught off guard by the speed at which results began coming in.
The Economy Is Going Great, Except For One Huge Problem
Amid a recent spate of data showing the economy humming along smoothly, one sector has consistently stayed out of whack and it’s a big one: housing. At the heart of the problem is the fact that high prices and high mortgage rates have pushed the cost of buying a house...
Markets’ wild 2024 election ride rolls on as U.S. vote looms
Here’s a selection of recent, and upcoming, votes around the world and how they are impacting markets.
Here’s How Bad China’s Economy Really Is. Can It Be Fixed?
Persistent deflationary pressures have also sparked a discussion about whether the world’s second-biggest economy is headed for a Japan-style malaise of stagnation after 30 years of unprecedented growth.
Commercial property’s moment of truth
Interest rates have peaked and activity in several sectors is picking up, but some fear bad news is still to emerge.
What’s Wrong with Buy Low, Sell High? Here’s What the Market Data Says
One of the primary goals of investing money is to eventually take out more than you put in—buy low and sell high. But has that changed? The answer may astonish you.