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.
Happy bull-market days are here again – sort of
The wisest course may be to keep in mind Deutsche Bank’s waiting-game analogy. It will most likely take several months for the economic picture to clarify.
Is the Bear Market Over? It Depends.
The S&P 500 ended the day nearly 20 percent above its low last year, within a hair of a milestone for some market watchers. But assessing a bona fide bull market is not so simple.
Will Summer Be A Quiet Season For Markets?
With the debt ceiling moving behind us but inflation picking up, we assess what's ahead for U.S. markets.
The Greatest Wealth Transfer in History Is Here, With Familiar (Rich) Winners
In an era of surging home and stock values, U.S. family wealth has soared. The trillions of dollars going to heirs will largely reinforce inequality. What's within your family's power to control?
The Digital Fragments We Leave Behind After Death
The photos, texts, playlists and to-do lists that we find after loved ones die can offer poignant glimpses into their lives.
You Really Need A Home Inventory
Are you keeping track of all that well-deserved stuff you’re acquiring? How would you replace your belongings if your house burned down or a thief ransacked your apartment? And would you even remember all of the things you’ve gathered over the years?
What America’s tiny banks do that big ones don’t
The advantages of boots on the ground
How Much Should You Be Saving?
How much you "should" be saving is an extremely tough question to answer on your own. Economics alone can’t tell you what to do. But economics does provide a general guide to answering this question. It’s called consumption smoothing — the goal of maintaining your...
What happened to market volatility?
In 2022, market volatility made a comeback as what central bankers called transitory inflation proved to be anything but. Finding himself increasingly behind the inflation curve, Jerome Powell, the chair of the U.S. Federal Reserve, began to promise and deliver...
3 retirees on their biggest fears in the year leading up to retirement, and which of them actually mattered
Three retirees — Diane Wigger, an advertising sales executive; Wray Blattner, a lawyer; and Daryl Ward, a pastor — talk about the fears they faced as they approached retirement and the steps they took to overcome them. What they had to say was far more sentimental...
Average CD Rates Rise Again, But Is the Party Almost Over?
CD rates have skyrocketed since March 2022, when the Federal Reserve implemented what was its first rate hike after dropping the federal funds rate to zero at the start of the pandemic. Since that first post-pandemic increase, the Fed has hiked rates nine more times...
Taxpayers ‘Terrorized’ By Complexity In 1919
Some of the most intractable problems plaguing the federal tax system have been around for a long time. Complaints about complexity, for instance, appeared before Congress even finished drafting the modern income tax in 1913.