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.
Fed’s high-rates era handed $1tn windfall to US banks
Lenders charged more for loans but kept interest payments to savers down, Financial Times analysis finds.
After jumbo Fed rate cut, market hopes ride on U.S. soft landing
One of the most consequential Federal Reserve meetings in recent history has put investors’ focus squarely on one question: whether the central bank has kicked off its rate cutting cycle in time to keep the economy from slowing too rapidly.
Stocks Have Had a Record Run This Year. What’s in Store for the 4th Quarter?
The fourth quarter is historically a strong one for stocks, and analysts—despite noting the likelihood of elevated volatility—are broadly optimistic about the outlook.
Stocks Soar To New Highs
An unexpectedly aggressive rate cut by the Federal Reserve helped propel stocks higher on Thursday. However, a warning from FedEx could dampen the enthusiasm.
From Overdue to Overcome — 4 Strategies to Help Entrepreneurs Address Back Tax Issues
Stop ignoring your back taxes before they sink your business. Here are four proven strategies to tackle your tax troubles now.
How To Navigate Grief And Your Finances After The Death Of A Spouse
Put first things first: This is a discussion of how to get your finances in order while working through grief after the death of a spouse.
These Six Essential Items Belong on Your Retirement Planning Checklist
Many financial articles about the importance of planning for retirement ignore these essential items.
Three big investment questions I’m asking now — and so should you
As the fourth quarter looms, portfolio risk, US equities and China are all that matters.
Do You Dot Plot? Understanding How the Fed Forecasts
It’s almost certainly the most closely scrutinized scatter chart in financial markets. It’s also an important source of clues to dissent within the Fed’s policy making committee, even if it can be as cryptic as it is crucial.
Should you cut holes in your football socks or wear an ice vest while cycling? Experts on the truth behind 11 sports hacks
After a summer of elite sport, here is the scientific evidence behind the tricks used by top athletes to up their game – and whether it’s worth giving them a go.
How Perfection Will Derail Your Retirement
In a quest for investment perfection, you may fall into at least one of the several traps listed in this Forbes article. Beware these missteps and don't let them inhibit your ability to meet your financial objectives.
Why Some Economists Are Ignoring Recession Signals
Recession signals have been flashing recently, alarming market watchers and causing economists to ponder what, if anything, is different about the current cycle.