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Blog

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Jimmy Lee | May 1, 2023

Weekly Market Commentary 05.01.2023

Weekly Market Commentary
Get real!
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Amber Kodad | May 1, 2023

First Time Homebuyer? Things to Consider Before Taking that Leap

ARC Blog
Life is full of many exciting firsts. Your first steps, your first car, your first love, your first job, and now your first home!
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Jimmy Lee | Apr 24, 2023

Weekly Market Commentary 04.24.2023

Weekly Market Commentary
Better than expected...
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Jimmy Lee | Apr 17, 2023

Weekly Market Commentary 04.17.2023

Weekly Market Commentary
Keep your eye on the big picture...
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Raymond Bell | Apr 14, 2023

The Unholy Trinity Life Insurance Gift Tax Trap

INS Blog
People take out life insurance with the understanding that the death benefit is paid to their beneficiaries’ tax free...
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Jimmy Lee | Apr 11, 2023

Weekly Market Commentary 04.11.2023

Weekly Market Commentary
Ambiguous images...
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Jimmy Lee | Apr 3, 2023

Weekly Market Commentary 04.03.2023

Weekly Market Commentary
Perhaps we should call this a pushmi-pullyu market...
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Amber Kodad | Apr 1, 2023

The Various Ways to Hold Title of Assets

ARC Blog
Have you ever purchased your first home or opened a taxable account and got hit with the question “how would you like to hold title to this”?
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Jimmy Lee | Mar 27, 2023

Weekly Market Commentary 03.27.2023

Weekly Market Commentary
What's your jam?
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Jimmy Lee | Mar 20, 2023

Weekly Market Commentary 03.20.2023

Weekly Market Commentary
Unknowns and uncertainty...
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Raymond Bell | Mar 16, 2023

10 Items Overlooked in Your Life Insurance Policy

INS Blog
Life insurance policies are incredibly detailed and even a good life insurance might not touch on everything that you should know...
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Jimmy Lee | Mar 13, 2023

Weekly Market Commentary 03.13.2023

Weekly Market Commentary
Thrown for a loop...
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Advisors associated with The Wealth Consulting Group may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of WCG Wealth Advisors, LLC; or (2) solely investment advisor representatives of WCG Wealth Advisors, LLC, and not affiliated with LPL Financial.  Investment advice offered through WCG Wealth Advisors, LLC, a registered investment advisor. WCG Wealth Advisors, LLC and The Wealth Consulting Group are separate entities from LPL Financial.

Megan Wilsey is solely an investment advisor representatives of WCG Wealth Advisors, LLC, and not affiliated with LPL Financial. 

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