WBI Insights

In our business, we talk a lot about retirement planning for your “serious money” – the money you cannot afford to lose because you depend…

When you retire, your money is going to have to work hard. Not only do you need it to maintain your lifestyle, but in many…

Wall Street loves to make predictions about the future. As we write this, most large firms are publishing their annual outlook research for 2021. They…

What a year! Like most folks, I could have done without the trials and tribulations of 2020. It’s been a year like no other in…

There’s a game I used to play as a child where friends would offer each other the ability to answer an unknown question truthfully, or,…

This year, 2020, has been an interesting year to say the least. Financial markets have experienced the quickest drop from all-time highs to bear market…

Since the Financial Crisis, the U.S. Federal Reserve (Fed) and central bankers have used extraordinary monetary measures to promote rising asset prices in an effort…

A massive tug of war is raging between the the U.S. Federal Reserve (Fed) and the Coronavirus on a daily basis to influence markets and…

A massive tug of war is raging between the Fed and the Coronavirus on a daily basis to influence markets and investor psyche. The economic…

Last quarter, I started this piece by welcoming you to the new Roaring 20s decade. At the time, we were cautiously optimistic that markets would…

COVID-19 has changed everything. The way we live has changed as we shelter in place or quarantine. The way we now work from home, on…

Looking back to January and early February this year, investing looked easy. It seemed like the market hit a new high just about every day.…