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.
Looking Back at a Year of Resilience and What to Expect in 2025
From shifting regulatory environments to technology advancements and persistent housing shortages, the themes of this year have set the stage for what’s to come in 2025.
What is Leverage in Investing?
Leverage is when you use borrowed funds to increase the potential return of an investment. Leverage is used by professional traders, individuals who are making big-ticket purchases, entrepreneurs, and investors. While leverage can help compound your returns, it can...
Dividend Investors Love P/E Ratios, But They’re Reading Them All Wrong
When the price-to-earnings (P/E) ratio jumps to near 30, like it has in the last few weeks, investors are inclined to think stocks are pricey and pull back.
Top 10 Investment Themes for 2025
Investment themes to consider for 2025 include the AI revolution, data centers, power, biotech, regional banks, defense stocks and municipal bonds.
The Top 25 Economies in the World
Ranking the richest countries in the world
Ray Dalio wants you to ditch unwanted Christmas gifts and give charity cards instead. Here’s how they work.
Billionaire investor Ray Dalio wants people to give charity gift cards instead of material gifts. Recipients can decide which charity they want the money to go to. An expert in billionaire philanthropy said it could be good for wealthy people who donate to charity...
Accurately predicting the next crash is impossible
“The market is like a flock of birds: everyone is seeking to move with the group, but no one knows where the group will go next.”
How to Improve Your Credit Score – 8 Simple Rules and Strategies
Discover eight simple strategies to boost your credit score and unlock better opportunities for financial success.
Which economy did best in 2024?
We rank countries on five measures.
Three Reasons to Hedge U.S. Equities and Ways to Do It
People should consider hedging some of their equity positions with Shiller's CAPE ratio the highest since 2000, bonds more attractive now, and a trade war looming.
Ask These 5 Questions Before Donating to a Charity
Before donating to charity, be sure to do your research. Extensive resources are at our fingertips if we know where to look.
America is doing retirement all wrong
Retirees look forward to doing nothing all day. Turns out that's a big mistake.