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.
Market Outlook: 3 Reasons Long-Term Investors Should Be Optimistic
Short-term volatility should always be expected, but long-term investors have several reasons to be optimistic about the market outlook.
From Kiplinger: Don’t Rush to Buy a Sales Item
When is a sale not a sale? Most of the time, according to a new study.
Rare Penny Sells at Auction for $1.1 Million. Here’s How to See If You Have One in Your Swear Jar.
A 1958 penny with a minting defect had one collector shelling out a whole lot more pennies to add it to their collection.
Investors need to keep a much closer eye on everywhere else
Obsessively watching the Fed is one thing but Tokyo and Beijing matter too.
The Next Big Risks, According to Money Managers With $2 Trillion
Three CIOs spanning the worlds of hedge funds, private equity and mutual funds share their concerns about deeper recessions, a changing labor market and the path to renewable energy.
Forget Hard or Soft Landing: Meet the Rolling Recession
Mild slumps that ripple through the economy can slow inflation without putting too many people out of work.
‘Sam? Are you there?!’ The bizarre and brutal final hours of FTX
How Sam Bankman-Fried and his band of millennial millionaires lost a $40bn crypto empire.
It Now Takes Roughly 13 Years to Save for a Down Payment in New York
The typical NYC buyer needs more time to put aside enough for 10% down, according to Zillow. And after a pandemic surge in prices, the situation is almost as bad in Austin.
What Is a Living Trust? Here’s Everything to Know.
Living trusts are essential options in estate planning. Keep reading to explore living trusts and whether or not they're the right option for you.
What war has done to Europe’s economy
After the energy crisis comes low growth and stubborn inflation.
Don’t Get Scammed Twice: Avoiding The Asset Recovery Scam
Discussed the asset recovery scam where false promises are made to the victims of investment fraud that their assets can be recovered, thus victimizing them a second time.
Inflation will be harder to bring down than markets think
Investors are betting on good times. The likelier prospect is turbulence