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Blog

The Wealth Consulting Group | Feb 24, 2025

Weekly Market Commentary 2.24.2025

Weekly Market Commentary

The Markets

A difference of opinion.

Broadly speaking, there are two types of investors: individual investors and institutional investors.

Individual investors buy

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The Wealth Consulting Group | Feb 18, 2025

Weekly Market Commentary 2.18.2025

Weekly Market Commentary

The Markets

Why are stock markets wary of tariffs?

In two of the last three weeks, tariff announcements led to late week stock market sell-offs. Stocks quickly

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The Wealth Consulting Group | Feb 10, 2025

Weekly Market Commentary 2.10.2025

Weekly Market Commentary

The Markets

Optimism headed south on Friday.

After rising for most of the week, stock markets lost momentum last Friday as economic data raised doubts about

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The Wealth Consulting Group | Feb 3, 2025

Weekly Market Commentary 2.3.2025

Weekly Market Commentary

The Markets

Wait! What just happened?

Last week, investors were inundated with market-moving data and news. Stock markets gyrated as investors tried to process

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Raymond Bell | Feb 1, 2025

New Opportunities for Life Insurance - Insurance Committee Monthly Blog

Weekly Market Commentary

The new year can give us perspective and focus on what is important like our loved ones. Protecting our loved ones is front of mind. Life Insurance is an

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Jim Worden | Jan 28, 2025

Misplaced Confidence - Investment Strategy Committee Monthly Blog

Weekly Market Commentary

Famed economist and financial engineer Dr. Andrew Lo of MIT once wrote a paper entitled “Warning: Physics Envy May be Hazardous to Your Wealth.” Lo warns that

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The Wealth Consulting Group | Jan 27, 2025

Weekly Market Commentary 1.27.2025

Weekly Market Commentary

The Markets

What moves financial markets? The short answer is: Lots of things!

Almost one hundred years ago, Benjamin Graham and David L. Dodd wrote, “the market

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The Wealth Consulting Group | Jan 21, 2025

Weekly Market Commentary 1.21.2025

Weekly Market Commentary

The Markets

As the markets turn.

Last week, investors breathed a sigh of relief when the latest price data showed core inflation, which excludes volatile food and

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Jimmy Lee | Dec 9, 2024

Weekly Market Commentary 12.09.2024

Weekly Market Commentary

The Markets

U.S. stocks thrive amid turmoil.

The performance of the U.S. stock market is striking. Last week, the Standard & Poor’s (S&P) 500 closed at a record

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Raymond Bell | Dec 3, 2024

Planning for Long-Term Care: What You Need to Know

Weekly Market Commentary

Many people mistakenly believe they’ll never need skilled nursing care or that Medicare will fully cover it. This misconception arises from confusion between

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Jimmy Lee | Dec 2, 2024

Weekly Market Commentary 12.02.2024

Weekly Market Commentary

The Markets

Not one, but two!

United States stock markets are serving another cup of cheer this year. The Standard & Poor’s (S&P) 500 Index returned more than

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Jimmy Lee | Nov 25, 2024

Weekly Market Commentary 11.25.2024

Weekly Market Commentary

The Markets

The post-election rally resumed.

Investors shook off concerns about interest rates and inflation, and U.S. stocks climbed higher last week. The

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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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