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.
5 things that are hard to get even if you’re pretty rich
Wealth can't buy everything — even some things that have a price tag. Some brands require luck, loyalty, and resolve before you can secure one of their status symbols. Unless you're a notable billionaire, money alone can't grant you a membership at Augusta National.
Why Do People Hate Inflation? New Research Uncovers Key Attitudes
Despite an otherwise robust recovery, inflation still ranks high on everyone’s list of economic concerns, and because of this, people overwhelmingly rank "strengthening the economy” as their top concern.
Americans Are Buying Cheaper Cars
Affordable is winning with compact sedans, SUVs in favor. Industry has maintained demand despite higher auto loan rates
Economic Indicators That Help Predict Market Trends
Economists typically group macroeconomic statistics under one of three headings—leading, lagging, or coincident. That means they're viewed through the windshield, the rear-view mirror, or the side window.
Should investors keep riding the US markets runaway train?
The runaway train that is the US stock market has now been rattling along so far and so fast that some investors are wondering whether they can hop off without breaking a limb.
Can Taylor Swift Offset the Climate Impact of Her Private Jets? It’s Complicated
Swift, along with other billionaires and celebrities, has purchased carbon offsets, a market where experts and regulators are looking for more transparency.
Being A Successful Investor Is Partially Due To Grit And Magic
There’s two main ingredients when it comes to being a successful investor – one you have power over and one you don’t. Here's a glimpse behind the "magic"
Dollar-Cost Averaging (DCA) Explained With Examples and Considerations
Investing can be challenging. Even experienced investors who try to time the market to buy at the most opportune moments can come up short.
‘Old-fashioned embezzlement’: where did all of FTX’s money go?
Sam Bankman-Fried oversaw its collapse – now the crypto firm is in bankruptcy proceedings as contentious as his fraud trial.
The overlooked threats to the global financial system
The financial system will continue to act as a gigantic sticking plaster to address endemic imbalances and periodic crises.
The upside of recessions
A growing body of research suggests that recessions are good for at least one thing: longevity. Puzzlingly, it appears that economic downturns actually extend people's lives.
10 Factors That Affect Life Insurance Premiums
Understanding factors that affect life insurance will help you understand the quotes you’re getting. Some factors you can’t do anything about, like your age. But you may be able to improve other factors and get lower life insurance quotes.