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.
2022’s unlikely economic winners
Which countries performed best and worst this year?
Recession, rate hikes seen jamming brakes on global 2023 earnings growth
Corporate earnings growth is expected to slow in the year ahead in many countries as higher inflation and rising interest rates take an even bigger toll and companies brace for the likelihood of a global economic downturn.
The Mysterious Bah Humbug Toward Christmas Shopping
No matter how you measure it, US holiday spending has fallen since the 1990s. Are we burned out on giving gifts?
A year of wild swings
According to Reuters, 2022 looks set to enter the history books alongside the 2008 global financial crisis and pandemic of 2020 as one of the wildest for financial markets in recent memory
Will the 60/40 Portfolio Stage a Comeback in 2023?
Strategists say the classic split between stocks and bonds still makes sense, though some are tweaking the mix.
Surveying the Investor Landscape for 2023
Which trends in the market and economy will continue, and what will emerge?
Give Smart: How To Avoid Fake Charities And Compare Real Ones
You can evaluate a charity's financial performance using the same techniques Forbes uses for its annual America's Top 100 Charities list.
One Way To Cut Your Income Tax Bill And Help Your Favorite Charities
Normally, when you hit age 70 1/2, you had to start withdrawing money from your Individiual Retirement Account (IRA) under the Required Minimum Distribution (RMAD) rule.
Strategic Estate Plans for UHNW Individuals
States and the federal government are increasing income tax rates while inflation erodes accumulated wealth. If you are a UHNW individual, you should ask if your estate plan works in the face of these uncertainties.
Value investing is a very long game
Value investors have to think in terms of decades, not years.
My mom taught me there’s such a thing as ‘too frugal,’ and it’s a lesson I share with financial planning clients every day
Balance allows you to do the things you love while still saving and investing for the future. Here's how you can splurge without derailing your retirement plans.
Yield Curve Inverts To Depths Not Seen Since 1980s, Raising Recession Fears
An inverted yield curve is a historically robust recession indicator, and the inversion has only deepened in recent months.