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.
Financial Fraud Targeting Aging Parents Is Organized Crime
Multi-national organized networks of criminals know how to get to vulnerable people. Learn how to stop them.
A Gen Xer shares the saving strategy that grew his net worth from $50,000 to $1 million in 15 years
A Gen Xer grew his net worth from $50,000 to $1 million in 15 years and hopes to retire by age 60. He said landing a six-figure job and saving 50% of his income made his financial goal possible. He shared how he approaches saving and investing — and when he's let...
The Yield Curve Is Disinverting. Why Should I Care?
The US Treasury yield curve has a long history of raising alarms among investors and economists. That’s mostly because when it’s flipped upside down from its usual upward slope in what’s called an inversion, traders start getting anxious about the health of the...
Fed’s high-rates era handed $1tn windfall to US banks
Lenders charged more for loans but kept interest payments to savers down, Financial Times analysis finds.
After jumbo Fed rate cut, market hopes ride on U.S. soft landing
One of the most consequential Federal Reserve meetings in recent history has put investors’ focus squarely on one question: whether the central bank has kicked off its rate cutting cycle in time to keep the economy from slowing too rapidly.
Stocks Have Had a Record Run This Year. What’s in Store for the 4th Quarter?
The fourth quarter is historically a strong one for stocks, and analysts—despite noting the likelihood of elevated volatility—are broadly optimistic about the outlook.
Stocks Soar To New Highs
An unexpectedly aggressive rate cut by the Federal Reserve helped propel stocks higher on Thursday. However, a warning from FedEx could dampen the enthusiasm.
From Overdue to Overcome — 4 Strategies to Help Entrepreneurs Address Back Tax Issues
Stop ignoring your back taxes before they sink your business. Here are four proven strategies to tackle your tax troubles now.
How To Navigate Grief And Your Finances After The Death Of A Spouse
Put first things first: This is a discussion of how to get your finances in order while working through grief after the death of a spouse.
These Six Essential Items Belong on Your Retirement Planning Checklist
Many financial articles about the importance of planning for retirement ignore these essential items.
Three big investment questions I’m asking now — and so should you
As the fourth quarter looms, portfolio risk, US equities and China are all that matters.
Do You Dot Plot? Understanding How the Fed Forecasts
It’s almost certainly the most closely scrutinized scatter chart in financial markets. It’s also an important source of clues to dissent within the Fed’s policy making committee, even if it can be as cryptic as it is crucial.