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.
Global Risk Of Housing Bubbles Deflates Sharply [Infographic]
The global risk of housing bubbles has decreased sharply in 2023 due to rising interest rates. Out of 25 cities, only two were at risk, down from nine in previous years.
The Rising Costs of Owning a Car
Everything automotive is going up — buying, financing, insurance and maintenance. The average annual cost of ownership, by one estimate, is $12,000.
How To Protect Your Finances From Stagflation
A sound, long-term financial plan is the best way to protect your finances from stagflation. If you have been living within your means, stagflation should have no major impact on the way you live your life.
The Market Is Stuck Until the Fed Is Done
Stocks are mired in a holding pattern. The big question is when will the Federal Reserve start to cut interest rates?
What Fed Rate Moves Mean for Mortgages, Credit Cards and More
Savers benefit from higher rates, but borrowers have faced bigger bills on credit cards, student loans and other forms of debt.
So You’ve Made Your Millions, Now What?
Many affluent families have their legacy plan in place.
How Investing Can Be Counterintuitive
Investing isn’t always straightforward – in fact it can sometimes feel counterintuitive.
Filing taxes on both sides of the U.S.-Canada border takes special planning
When you’re resident in Canada and also have to file tax returns in the U.S., the rules on both sides of the border matter and are different enough to potentially cost you plenty of dollars without good planning.
What tennis can teach investors about risk and return
Neither seeking to maximise winners nor minimise losers is necessarily enough. It’s all in the balance.
Learning to think probabilistically is the key to finding success in investing
In discussions about artificial intelligence, we often hear the question: Why do neural networks, designed to think like us, generate incorrect information? We don’t know – in part because we don’t know much about how the human mind works.
Beware September: five cautionary tales from economic history
From the South Sea Bubble to the undoing of Trussonomics, this month of the year keeps providing lessons.
Aaron Rodgers And The Achilles Heel Of Leadership
For the modern NFL player and fan, Aaron Rodgers is one of the greatest warriors, if not the greatest. He seemed invincible, winning at the biggest stage while also putting up extraordinary statistics year after year after year. Until, just like that, his achilles...