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.
Here’s How Bad China’s Economy Really Is. Can It Be Fixed?
Persistent deflationary pressures have also sparked a discussion about whether the world’s second-biggest economy is headed for a Japan-style malaise of stagnation after 30 years of unprecedented growth.
Commercial property’s moment of truth
Interest rates have peaked and activity in several sectors is picking up, but some fear bad news is still to emerge.
What’s Wrong with Buy Low, Sell High? Here’s What the Market Data Says
One of the primary goals of investing money is to eventually take out more than you put in—buy low and sell high. But has that changed? The answer may astonish you.
The 2024 disinflation lesson: ignore oil at your peril
In today’s digital and services-dominated economy, one might be forgiven for buying into the narrative that oil no longer has any real bearing on inflation. That would be a mistake.
Inflation is not dead, it’s just resting
Over the past three years inflation has gone from “transitory” to “persistent” to, well, boring. Across the developed world annual price increases are returning towards the subdued 2% level targeted by many central banks. Don’t break out the champagne yet,...
Interest Rate Cuts: A Blessing or a Curse for Your Stocks?
Of the last 10 Fed policy-easing cycles—going back to 1974—the S&P 500 has returned 11% on average in the 12 months following the first rate cut. That’s slightly below the index’s average return of 12% a year since the start of the 1970s. However, half of those 10...
Stocks and shares vs. cold, hard cash: should you save or invest?
Short or long term? Higher or lower risk? How best to make your money work for you will depend on your circumstances, but as with almost everything else in life it’s about striking a balance.
Think You Saw It Coming? How Hindsight Bias Limits Your Ability To Learn
Also referred to as the “knew-it-all-along” effect, this common cognitive bias causes us to perceive past events as having been more predictable than they actually were.
America’s Inflation Fight Is Ending, but It’s Leaving a Legacy
As inflation cools and the Federal Reserve cuts rates, an era of economic upheaval is coming to a close, but not without lingering marks.
Should You Give Away An Inheritance While You’re Still Alive?
Many people plan to leave an inheritance for their loved ones, but a growing number are considering gifting assets while they’re still alive. This decision comes with both emotional and financial factors . Let’s explore the pros and cons to help you decide whether...
Baby boomers have a ton of their wealth tied up in stocks and housing. Here’s why that’s a risk to the economy.
Baby boomers' wealth is an "underappreciated" risk to the economy, a portfolio manager told Business Insider. That's because they could be heavily impacted by swings in stock and home prices. A mild correction in either market could lead boomers to pull back on...
This 5-second walking test can tell you how well you’re aging
It only takes about five seconds to get a sense of how well you're aging.