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.
Doom Loop: Definition, Causes, and Examples
In economics, a doom loop describes a situation in which one negative economic condition creates a second negative condition, which in turn creates a third negative condition or reinforces the first, resulting in a downward spiral.
Worried About Market Turmoil Under Trump? Look to the Past.
New York Times readers had concerns that President-elect Trump’s policy agenda will unsettle stocks. If you’re tempted to make big portfolio moves, revisit 2020.
Wall Street’s complex debt bonanza hits fastest pace since 2007
The boom in complex — and often riskier — deals highlights how buoyant markets and persistent US economic strength are allowing bankers to sell more esoteric products to investors keen to lock in high fixed returns.
Why Should I Consider Investing?
The Importance of Investing at Any Age
The 12 Days or Books of Christmas: Investment Advice For This Holiday Season
This holiday season, consider giving a gift that could last a lifetime: the gift of financial wisdom. 12 Investment Books for every season to create wealth and happiness.
New eras, same bubbles: the forgotten lessons of history
With US equities at record valuation peaks, investors should re-examine their risk appetite.
Looking Back at a Year of Resilience and What to Expect in 2025
From shifting regulatory environments to technology advancements and persistent housing shortages, the themes of this year have set the stage for what’s to come in 2025.
What is Leverage in Investing?
Leverage is when you use borrowed funds to increase the potential return of an investment. Leverage is used by professional traders, individuals who are making big-ticket purchases, entrepreneurs, and investors. While leverage can help compound your returns, it can...
Dividend Investors Love P/E Ratios, But They’re Reading Them All Wrong
When the price-to-earnings (P/E) ratio jumps to near 30, like it has in the last few weeks, investors are inclined to think stocks are pricey and pull back.
Top 10 Investment Themes for 2025
Investment themes to consider for 2025 include the AI revolution, data centers, power, biotech, regional banks, defense stocks and municipal bonds.
The Top 25 Economies in the World
Ranking the richest countries in the world
Ray Dalio wants you to ditch unwanted Christmas gifts and give charity cards instead. Here’s how they work.
Billionaire investor Ray Dalio wants people to give charity gift cards instead of material gifts. Recipients can decide which charity they want the money to go to. An expert in billionaire philanthropy said it could be good for wealthy people who donate to charity...