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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
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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.

Inflation is not dead, it’s just resting

Over the past three years inflation has gone from “transitory” to “persistent” to, well, boring. Across the developed world annual price increases are returning towards the subdued 2% level targeted by many central banks. Don’t break out the champagne yet,...

Interest Rate Cuts: A Blessing or a Curse for Your Stocks?

Of the last 10 Fed policy-easing cycles—going back to 1974—the S&P 500 has returned 11% on average in the 12 months following the first rate cut. That’s slightly below the index’s average return of 12% a year since the start of the 1970s. However, half of those 10...

The Yield Curve Is Disinverting. Why Should I Care?

The US Treasury yield curve has a long history of raising alarms among investors and economists. That’s mostly because when it’s flipped upside down from its usual upward slope in what’s called an inversion, traders start getting anxious about the health of the...