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.
Bond yields signal the end of the new normal
We are entering an era of higher and more volatile inflation, leading to broad changes in the investing landscape.
Why There’s A Gold Rush at Costco
Shoppers at the warehouse club Costco, known for its inflation-proof $1.50 hot dog and soda deal, have been stocking up on something a bit fancier: 1-ounce bars of gold.
Large parts of Asia are getting old before they get rich
Even poor countries must start planning for an ageing population
Don’t fight the Fed, we’ve seen this movie before
As banks and asset managers prepare 2024 investment outlooks, the emerging consensus will be tempered by the fact so many were wrong-footed this year by the relentless rise in U.S. borrowing rates. If investors failed to heed the ‘don’t fight the Fed’ mantra this...
Private equity: higher rates start to pummel dealmakers
The firms that used the era of cheap money to become the new financial titans are wrestling with rising interest costs.
Shattered wunderkind image: five key takeaways from Sam Bankman-Fried’s fraud trial
The trial of the FTX founder has ended after a month with a guilty verdict. What did we learn?
Middle East War Could Cause Oil Price Shock, World Bank Warns
A new report outlined how a major escalation of the conflict between Israel and Hamas could fuel a new bout of inflation.
Who feels the pain from the bond sell-off?
With prices plunging and yields at decade highs, these are the parts of the financial system that could come under strain.
China’s Economy Improves But Not Enough To Change The Picture Of Decline.
Latest news on China’s economy shows an improvement from the recent past, but huge problems remain to keep economic growth problematic.
7 Things You Probably Don’t Know About The 4% Retirement Withdrawal Rule
The 4% rule is based on a number of critical assumptions. Change any of those assumptions, and you change the results.
How The Oldest People In America’s Blue Zone Make Money Last
The concern many Americans have about outliving their money is genuine and, sadly, appropriate.
The Role Of Luck And Skill In Investing
What's more important when it comes to investing: skill or luck?