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Blog

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Jimmy Lee | Feb 22, 2021

Weekly Market Commentary 02-22-2021

Weekly Market Commentary
It’s a contrarian’s dream come true. Contrarian investors like to buck the trend. They buy when other investors are selling and sell when others are buying.
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Jimmy Lee | Feb 16, 2021

Changes to IRS Section 7702 Create an Exciting Opportunity for Life Insurance

Insurance
The word “exciting” is one not usually associated with Life Insurance and an IRS code, but in 2021 that is the case. The Consolidated Appropriations Act of 2021
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Jimmy Lee | Feb 16, 2021

Weekly Market Commentary 02-16-2021

Weekly Market Commentary
Way back, when radio disk jockeys played 45-rpm vinyl singles, the A-side of a disk was the song the record company was promoting and the other side – the flip
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Jimmy Lee | Feb 10, 2021

Did You Know? California State Retirement Plan

Did You Know?
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Jimmy Lee | Feb 10, 2021

Q4 Update - Investment Strategy Committee Notes

ISC Model Updates:

Equity markets ended the year with an exclamation mark closing at all-time highs and up double digits on the year for most major indices, a

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Jimmy Lee | Feb 8, 2021

Weekly Market Commentary 02-08-2021

Weekly Market Commentary
It’s not a black diamond ski run yet, but the yield curve for U.S. Treasuries is steeper than it has been in a while.
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Jimmy Lee | Feb 1, 2021

Having Kids? Financial Items to Consider

You found the spouse of your dreams and got married. So now what?!
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Jimmy Lee | Feb 1, 2021

Weekly Market Commentary 02-01-2021

They say people watching the same event often see different things. That seems to have been the case last week when share prices of a few companies experienced
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Jimmy Lee | Jan 19, 2021

New Opportunities for Life Insurance

Insurance
I think just about everyone is happy to put 2020 behind them and look forward to this new year of 2021. The pandemic, summer of protests, and election have
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Jimmy Lee | Jan 19, 2021

Weekly Market Commentary 01-19-2021

Weekly Market Commentary
Investors were rocked by economic data showing the economy hit the brakes hard in December. Last week, major U.S. stock indices decelerated as investors gaped
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Jimmy Lee | Jan 11, 2021

Weekly Market Commentary 01-11-2021

The event at the United States Capitol building had a resounding impact worldwide, but it didn’t deter global stock markets
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Jimmy Lee | Jan 4, 2021

Weekly Market Commentary 01-04-2021

Last week was the cherry on top of a turbulent year for investors. After the $900 billion fiscal stimulus bill was signed on Sunday, major U.S. stock indices
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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.

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