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.
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.
Should you cut holes in your football socks or wear an ice vest while cycling? Experts on the truth behind 11 sports hacks
After a summer of elite sport, here is the scientific evidence behind the tricks used by top athletes to up their game – and whether it’s worth giving them a go.
How Perfection Will Derail Your Retirement
In a quest for investment perfection, you may fall into at least one of the several traps listed in this Forbes article. Beware these missteps and don't let them inhibit your ability to meet your financial objectives.
Why Some Economists Are Ignoring Recession Signals
Recession signals have been flashing recently, alarming market watchers and causing economists to ponder what, if anything, is different about the current cycle.
The Debt Time Bomb: How Corporate Borrowing Could Cripple The Economy
Corporate debt has increased to previously unheard-of heights as a result of ten years of historically low interest rates that encouraged excessive borrowing.
‘Pro Athletes Experience Life Backward’: Here’s How NBA Stars Are Setting Themselves Up for Success When the Game Is Over.
The average NBA player retires at the age of 29, which sounds enviable if you ignore the fact that nearly 60% of them face serious financial hardships after retirement. But it doesn't have to be that way.
Has Warren Buffett lost his touch?
Assessing Berkshire Hathaway’s recent performance
5 Habits That Will Help You Stay A Millionaire
The 2022 average (mean) net worth of American families topped $1 million for the first time. This can inspire anyone looking to reach or remain at that financial level.
How to invest in chaotic markets
Contrary to popular wisdom, even retail investors should pay attention to volatility.
We are all capitalists now
To see a modern capitalist, perhaps you should look in a mirror in the home you own. Or take a selfie.