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.
How deep is the rot in America’s banking industry?
Recent events raise profound questions about America’s banking system.
The One Thing You Need To Know To Understand Any Banking Crisis
Distinguishing between bank liquidity and bank capital is crucial for understanding bank crises, as well as for determining which financial commentators to trust.
How to Give Feedback Without Hurting Anyone’s Feelings
How can you give feedback during troubling times without hurting morale? Here are some tips.
Top 10 Costly Mistakes In Estate Planning
During the estate administration process, it is easy to see where the decedent veered off course. Often the fix was inexpensive and could have saved their heirs lots of money in legal fees.
Why the implosion of Silicon Valley Bank is actually a good thing for stocks
The implosions of Silicon Valley Bank, Silvergate Capital, and Signature Bank in recent days might make for scary headlines. But they could actually be bullish developments for stock investors. That's because the Federal Reserve may be forced to slow the pace of rate...
The takeaway for investors from the SVB crisis? Get ready for deflation, more pain in stocks, and a rally in long-term bonds
This is what happens when the Fed takes the punch bowl away — the bowl breaks, and then the central bank and the regulators respond with the glue.
The Danger Of Dualism In Financial Planning
In the age of blogging, vlogging, podcasts, and TikTok, bite-sized personal finance instruction is abundant. But is that helpful or hurtful?
What To Know About The Yield Curve—And Why It May Predict A Recession
The term has been used for decades, and while it can predict recessions, it hasn’t always.
The recession is just getting going and the bear market is halfway done – at most
The biggest problem right now is that the recession is just getting going, or about to, and this bear market in equities at most is halfway done.
Anchored in the past: Lessons for weekend warriors and investors
Weekends are supposed to be relaxing. Health statistics suggest otherwise – traumatic injuries from crashes, falls and collisions are significantly more common on weekends than during the week.
Record-breaking global bond rally crumbles as fresh inflation fears grip investors
Fixed income markets reverse gains since start of year in ‘reality check’ over path of interest rates.
How to Rebuild Credit After Bankruptcy
Rebuilding credit after bankruptcy as an entrepreneur can be challenging — but it is not impossible if you know how.