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 Buying a Car Is More Expensive Than Ever in the US
The cost of car ownership in the US surged after Covid shut down assembly lines and made vital semiconductors scarce. Then the Federal Reserve rapidly raised interest rates to combat high inflation, making car loans more pricey.
Tax Rules for Bond Investors
Each year, bondholders receive IRS tax Form 1099-INT or Form 1099-OID to report their annual taxable interest income when filing tax returns. This document offers guidelines for declaring tax on income generated from interest and bond taxation rules for government,...
How an election-packed 2024 could swing world markets
Countries making up over 60% of the world’s economic output and more than half of its population hold elections this year.
Investors may be getting the Federal Reserve wrong, again
Why expectations of imminent interest-rate cuts could be misplaced.
January Barometer: What It Is, How It Works, Example
The term "January Barometer" refers to the belief held by some traders that the investment performance of the S&P 500 Index in January can predict its performance for the rest of the year. In recent years, the January Barometer has had mixed results.
The appeal of cash is being tested
Whether you are a pessimist or optimist on the economy, there might now be better options.
Auto Market Could Favor Buyers in 2024 as High Inventories Push Prices Down, Incentives Up
Experts say the auto market could shift in consumers' favor in 2024, as high inventories exert downward pressure on prices and lead to more incentives.
Fed rate pivot leaves stocks and bonds with ‘no room for error’
The thorny issue now for investors is the US economy. Equities are anticipating a healthy earnings environment for corporate America while bonds are pointing to a recession.
How The January Effect Has Evolved Over The Decades
The January effect may have been a pronounced trend in the past, but in more recent years, it’s delivered diminishing returns.
What Is A Bitcoin ETF And Why You Should Care
On Wednesday, the Securities and Exchange Commission approved changes that allow the listing and trading of bitcoin exchange-traded funds.
Navigating The Fog: The Limits Of Wall Street Predictions
We get suckered at the end of every year with stock market predictions. Why do we still listen to these forecasts? And what should individual investors do instead?
Making lemonade out of macro lemons
This is a world in which rewards are up for grabs for investors that can navigate the structural shift to higher interest rates, more volatility and greater dispersion.