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.
Stock Market Outlook for 2025: What Investors Can Expect in the First 6 Months
Explore the stock market outlook for the first six months of 2025. Learn key trends, forecasts and insights to help guide your investment decisions.
The China commodities supercycle is over. Will there be another?
Chinese demand for steel and iron ore has finally peaked. The industry hopes the energy transition will spark a new boom, but it will be shaped by geopolitical competition.
Why global bond markets are convulsing
Almost everywhere, government-bond yields are rising fast. Those on ten-year American Treasury bonds are almost 5%. German bunds now offer 2.6%, up from close to 2% in December. Japanese bond yields are climbing. What's going on?
Haters Gonna Hate, Hate, Hate, Hate, Hate, But The Kansas City Chiefs Are Chasing Greatness
Greatness forces introspection. And when forced to look inward, human nature makes it easier to criticize success than to confront hard questions like, Why aren’t we achieving at that level? What are they doing that we’re not? For leaders striving to build...
Buffett-chasing tycoons will need to prove their own mythology
Public markets today rarely offer bargains — the Oracle of Omaha built his edifice some 60 years ago.
‘Micro-Retirement’: The New Career Trend Rising Among Gen Z
As “The Great Retiree Return” trend rises, so does the Gen Z "micro-retirement" trend. Discover what these age reversal trends mean and how employers can address them.
How To Start Investing in Stocks in 2025 and Beyond
A 7-Step Guide to Jump-Start Your Investing Journey
With Tax Season Now Open, Scammers Hope You Will Fall for Their Tricks
Now that the tax filing season is open, scammers hope that distracted taxpayers will click on malicious links or provide info that can be used to steal identities.
Loanable Funds: What They Are, How They Work
Loanable funds are a big part of how money moves through our economy, representing the availability of capital for investment. Loanable funds include all forms of credit, such as loans (personal, business, etc.) and savings deposits. They are made available for...
After our buyer backed out at the last minute, we reframed our house-selling strategy in 4 ways
The author and her husband were ready to sell their home — then their buyer backed out due to an interest-rate hike. They had to become flexible. They got a new Realtor, considered new loans, and worked with a buyer. They learned that selling a home is possible at any...
These Were the 2 Most Popular Retirement Cities in the U.S. in 2024, According to Zillow Data
Viva Las Vegas?
3 retirees on their biggest fears in the year leading up to retirement, and which of them actually mattered
Money is a big concern for a lot of retirees, but there are fears that go deeper than that. One of the biggest concerns for retirees is what their retirement will mean for the people close to them.