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.
Growth Stocks. Value Stocks. What Do Those Labels Mean?
The markets have undergone major shifts since the start of the pandemic, with stocks falling in and out of favor as inflation, rising interest rates, and wars in the Middle East and Eastern Europe jolted asset prices with remarkable rapidity. Making bets on a...
The Fed is stuck, and so are stocks
There is now even stronger evidence that the US real economy is growing at an above-trend pace, and inflation is stuck above target.
The Great ‘Vibecession’ Rages Through an $11 Trillion Stock Boom
Consumer confidence remains stubbornly detached from the S&P 500 rally.
Touchdown Tactics: Winning Strategies In Football And Finance
When considering the mechanics of football, it’s not uncommon to draw parallels between the dynamics of the game and the principles of proper financial planning.
Baby Boomers Are Loving the ‘Freedom’ of Renter Life
Generation prefers flexbility of renting a home versus buying
What Is the Invisible Hand in Economics?
The invisible hand is a metaphor for the unseen forces that move the free market economy. Through individual self-interest and freedom of production and consumption, the best interests of society, as a whole, are fulfilled. The constant interplay of individual...
Understanding the Rule of 72: A Key to Investment Growth
The Rule of 72 is a mathematical formula that estimates how long it will take an investment to double in value or to lose half its value. To calculate the Rule of 72, you divide the number 72 by the rate of return of an investment or account. The Rule of 72 can only...
Investing Wisdom And Life Lessons From Blackstone Billionaire Steve Schwarzman
Steve Schwarzman’s guiding philosophy has always been to “go big,” and despite having surpassed $1 trillion in assets, he isn't finished expanding Blackstone.
Credit-Building Apps Can Help Your Finances But Also Have Their Limits
Credit-building apps have boomed over the last few years, with promises of higher scores and longer credit histories. But do these apps really help build your credit?
3 things that surprised me about going from owning a home to renting
Don't rush into homeownership thinking it's the only way to build wealth.
3 Ways To Trick Your Brain Into Making Important Financial Decisions
It is no secret that we avoid making financial decisions, even when it’s not in our own best interest. You only need to look at the latest trends in household savings rates, or evaluate retirement plan participation rates.
U.K. stocks may finally be back in fashion
London’s FTSE-100 hit a record high on Tuesday, raising hopes that Britain’s stock market might finally be shaking off years of underperformance as investors look for bargains and UK growth picks up.