•  

    Yahoo! Finance, June 11, 2021
    Jimmy Lee encourages investors to view inflation numbers in the context of the recovering U.S. economy and ongoing fiscal and monetary policy.

  • Watch The Video

    Disclosures:

    Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.

    The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.

    The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

    Stock investing includes risks, including fluctuating prices and loss of principal.

    There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

  •  

    Bloomberg Radio, June 8, 2021
    Jimmy Lee discusses the “laddering” of the globaleconomic recovery from COVID-19, and the potentialheadwinds of supply shock and rising Treasurys.

  • Watch The Video

    Disclosures:

    Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.

    The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

    The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

    Stock investing includes risks, including fluctuating prices and loss of principal. The prices of small and mid-cap stocks are generally more volatile than large-cap stocks.

    Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.

    Government bonds and Treasury bills are guaranteed by the US government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value.

    International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors.

  •  

    TD Ameritrade Network, June 4, 2021
    Jimmy Lee discusses how to effectively perform proper due diligence and research before allocating capital.

  • Watch The Video

    Disclosures:

    Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.

    The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

    The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

    There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification and asset allocation do not protect against market risk.

    Alternative investments may not be suitable for all investors and involve special risks such as leveraging the investment, potential adverse market forces, regulatory changes, and potentially illiquidity. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.

    Stock investing includes risks, including fluctuating prices and loss of principal.

    Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.

    Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries, and companies.

    International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors.

  •  

    Yahoo! Finance, April 22, 2021
    Jimmy Lee discusses opportunities in growth stocks, the importance of diverse portfolios, and the headwinds of a labor market still depending on unemployment benefits.

  • Watch The Video

    Disclosures:

    Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.

    The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

    The economic forecasts set forth in this material may not develop as predicted, and there can be no guarantee that strategies promoted will be successful.

    Stock investing includes risks, including fluctuating prices and loss of principal.

    Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries, and companies.

  •  

    Bloomberg TV, April 18, 2021
    Jimmy Lee talks to hosts Sherry Ahn and Haidi Stroud-Watts about the pickup in U.S. economic activity, the outlook for the stock market, and Federal Reserve monetary policy as inflationary pressures rise.

  • Watch The Video

    Disclosures:

    Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.

    The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.

    The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

    Stock investing includes risks, including fluctuating prices and loss of principal.

    International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.

    Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise, and bonds are subject to availability and change in price.

    High yield/junk bonds (grade BB or below) are not investment-grade securities and are subject to higher interest rate, credit, and liquidity risks than those graded BBB and above. They generally should be part of a diversified portfolio for sophisticated investors.

    There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

  •  

    Yahoo! Finance, January 26, 2021
    Jimmy Lee sees changes for the tech sector and a positive year ahead for stocks in his return to Yahoo! Finance Live.

  • Watch The Video

    Disclosures:

    Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.

    The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

    The economic forecasts set forth in this material may not develop as predicted, and there can be no guarantee that strategies promoted will be successful.

    Stock investing includes risks, including fluctuating prices and loss of principal.

    Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries, and companies.

  •  

    Yahoo! Finance, December 24, 2020
    Jimmy Lee looks ahead to the new year and urges investors to resist panic, stay diversified, and believe in the American consumer’s role in the eventual recovery of the U.S. economy.

  • Watch The Video

    Disclosures:

    The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

    The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

    Stock investing includes risks, including fluctuating prices and loss of principal.

    International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors.

    Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.

    There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

  •  

    Yahoo! Finance, December 15, 2020
    Jimmy Lee looked ahead to 2021, expressing a bullish sentiment on equities on a day in which stocks reversed a 4-day decline.

  • Watch The Video

    Disclosures:

    The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. We suggest that you discuss your specific situation with your financial advisor prior to investing.

    The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

    Investing in stock includes numerous specific risks including the fluctuation of dividend, loss of principal, and potential illiquidity of the investment in a falling market.

    Investing in stock includes numerous specific risks including the fluctuation of dividend, loss of principal, and potential illiquidity of the investment in a falling market.

    All investing involves risk including loss of principal. No strategy assures success or protects against loss.

  •  

    TD Ameritrade Network, November 13, 2020
    Jimmy Lee spoke about the problems that arise when investors form emotional attachment to concentrated stock positions, and how to address them.

  • Watch The Video

    Disclosures:

    The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

    Stock investing includes risks, including fluctuating prices and loss of principal.

    ETFs trade like stocks, are subject to investment risk, fluctuate in market value, and may trade at prices above or below the ETF's net asset value (NAV). Upon redemption, the value of fund shares may be worth more or less than their original cost. ETFs carry additional risks such as not being diversified, possible trading halts, and index tracking errors.

    ESG (Environmental, Social and Governance) investing refers to a class of investing that is also known as “sustainable investing.” This is an umbrella term for investments that seek positive returns and long-term impact on society, the environment, and the performance of the business.

    As a reminder, investing on non-public information is not permitted.

  •  

    Yahoo! Finance, October 16, 2020
    Jimmy Lee discusses the uptick in September's retail sales numbers and his economic outlook ahead of the election.

  • Watch The Video

    Disclosures:

    The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. We suggest that you discuss your specific situation with your financial advisor prior to investing.

    The economic forecasts set forth in this material may not develop as predicted, and there can be no guarantee that strategies promoted will be successful.

    Investing in stock includes numerous specific risks, including the fluctuation of dividends, loss of principal, and potential illiquidity of the investment in a falling market.

    Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.

    Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time..

    All investing involves risk, including loss of principal. No strategy assures success or protects against loss.

  •  

    Yahoo! Finance, October 02, 2020
    Jimmy Lee returns to “On the Move” to share his thoughts on permanent job loss numbers and the impact of President Trump’s COVID diagnosis on the market.

  • Watch The Video

    Disclosures:

    The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. The video contains references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group, or LPL Financial.

    The economic forecasts set forth in this material may not develop as predicted, and there can be no guarantee that strategies promoted will be successful.

    Investing involves risk, including loss of principal.

  •  

    Yahoo! Finance, September 24, 2020
    Jimmy Lee discusses what triggered the most recent market pullback, Big Tech, and the impact another nationwide shutdown would have on the economy.

  • Watch The Video

    Disclosures:

    The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. We suggest that you discuss your specific situation with your financial advisor prior to investing.

    The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

    Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.

    ETFs trade like stocks, are subject to investment risk, fluctuate in market value, and may trade at prices above or below the ETF's net asset value (NAV).

    Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.

    Because of their narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.

    The S&P 500 Index is a capitalization weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries

    All investing involves risk including loss of principal. No strategy assures success or protects against loss.

  •  

    TD Ameritrade Network, September 22, 2020
    Jimmy Lee shares his positive overall market outlook, his expectations for the remainder of 2020, and weighs in on the recent market sell-off.

  • Watch The Video

    Disclosures:

    The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. We suggest that you discuss your specific situation with your financial advisor prior to investing.

    Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market. The prices of small and mid-cap stocks are generally more volatile than large cap stocks.

    Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.

    The fast price swings in commodities and currencies will result in significant volatility in an investor’s holdings.

    Precious metal investing involves greater fluctuation and potential for losses.

    Because of their narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.

    International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors.

    Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.

    There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

    The Standard & Poor’s 500 Index is a capitalization weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.

    The NASDAQ Composite Index measures all NASDAQ domestic and non-U.S. based common stocks listed on The NASDAQ Stock Market. The market value, the last sale price multiplied by total shares outstanding, is calculated throughout the trading day, and is related to the total value of the Index.

    All investing involves risk including loss of principal. No strategy assures success or protects against loss.

  •  

    Reuters, September 2, 2020
    Jimmy Lee shares his overall market outlook and weighs in on the lag in employment as a result of the coronavirus pandemic.

  • Read The Article

    Disclosures:

    This article was prepared by a third party for information purposes only. It is not intended to provide specific advice or recommendations for any individual.

    The economic forecasts set forth in this material may not develop as predicted, and there can be no guarantee that strategies promoted will be successful.

    Investing in stock includes numerous specific risks including the fluctuation of dividends, loss of principal, and potential illiquidity of the investment in a falling market.

    LPL Financial does not provide research on individual equities. Information regarding individual equities is for educational purposes only and is not an indication of trading intent or a solicitation.

    The Standard & Poor’s 500 Index is a capitalization-weighted index of 500 stocks designed to measure the performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.

    The Dow Jones Industrial Average is comprised of 30 stocks that are major factors in their industries and are widely held by individuals and institutional investors.

    All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

  •  

    Yahoo! Finance, September 2, 2020
    Jimmy Lee returns to On The Move to discuss the technology sector and the potential impact of a Biden presidency on the economy.

  • Watch The Video

    Disclosures:

    The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. We suggest that you discuss your specific situation with your financial advisor prior to investing.

    Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.

    An investment in Exchange Traded Funds (ETFs) involves risks such as not diversified, price volatility, competitive industry pressure, international political and economic developments, possible trading halts, and index tracking errors. ETFs concentrating in specific industries are subject to higher risks and volatility than those that invest more broadly.

    Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.

    Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.

    There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

    The S&P 500 Index is a capitalization weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.

    Investing involves risk including loss of principal. No strategy assures success or protects against loss.

  •  

    Cheddar, August 21, 2020
    Jimmy Lee weighs in on the economic impact of a Biden presidency and recent record highs in the S&P 500 and the Nasdaq.

  • Watch The Video

    Disclosures:

    The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. We suggest that you discuss your specific situation with your financial advisor prior to investing. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

    The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful. Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.

    Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market. Investing involves risk including loss of principal. No strategy assures success or protects against loss.

    ETFs trade like stocks, are subject to investment risk, fluctuate in market value, and may trade at prices above or below the ETF's net asset value (NAV).

    Because of their narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.

    Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.

    International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.

    The fast price swings in commodities and currency will result in significant volatility in an investor’s holdings.

    The S&P 500 Index is a capitalization weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.

    The NASDAQ Composite Index measures all NASDAQ domestic and non-U.S. based common stocks listed on The NASDAQ Stock Market. The market value, the last sale price multiplied by total shares outstanding, is calculated throughout the trading day, and is related to the total value of the Index.

  •  

    Yahoo! Finance, August 6, 2020
    Jimmy Lee examines potential buying opportunities and shares an optimistic outlook amid pandemic-and election-fueled volatility.

  • Watch The Video

    Disclosures:

    The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. We suggest that you discuss your specific situation with your financial advisor prior to investing.

    The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

    Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.

    An investment in Exchange Traded Funds (ETFs) involves risks such as not diversified, price volatility, competitive industry pressure, international political and economic developments, possible trading halts, and index tracking errors. ETFs concentrating in specific industries are subject to higher risks and volatility than those that invest more broadly.

    International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets

    Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.

    The fast price swings in commodities and currencies will result in significant volatility in an investor’s holdings.

    The Standard & Poor’s 500 Index is a capitalization weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.

    The NASDAQ Composite Index measures all NASDAQ domestic and non-U.S. based common stocks listed on The NASDAQ Stock Market. The market value, the last sale price multiplied by total shares outstanding, is calculated throughout the trading day, and is related to the total value of the Index.

    All investing involves risk including loss of principal. No strategy assures success or protects against loss.

  •  

    TD Ameritrade Network, July 21, 2020
    Jimmy Lee returns to The Ticker to weigh in on a potential second relief bill and the opportunity he sees in the financial sector.

  • Watch The Video

    Disclosures:

    The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results.

    The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

    Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.

    Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.

    Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.

    Investing involves risk including loss of principal. No strategy assures success or protects against loss.

  •  

    Yahoo! Finance, June 26, 2020
    Jimmy Lee discusses his overall optimism about the road ahead despite a turbulent week for the markets.

  • Watch The Video

    Disclosures:

    The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. We suggest that you discuss your specific situation with your financial advisor prior to investing.

    The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

    Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.

    Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.

    Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.

    An Environmental, Social and Governance (ESG) fund’s policy could cause it to perform differently compared to funds that do not have such a policy.

    Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.

    All investing involves risk including loss of principal. No strategy assures success or protects against loss.

  •  

    Reuters, June 15, 2020
    Jimmy Lee speaks on the recent spike in coronavirus cases as reopening efforts continue and what this means for investors.

  • Read The Article

    Disclosures:

    This article was prepared by a third party for information purposes only. It is not intended to provide specific advice or recommendations for any individual. It contains references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group or LPL Financial.

    The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

    All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

    Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.

    Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.

    Because of their narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.

    The S&P 500 Financials comprises those companies included in the S&P 500 that are classified as members of the GICS financials sector.

    The S&P 500 Banking index comprises those companies included in the S&P 500 that are classified as members of the GICS banking sector.

    The Dow Jones Industrial Average is comprised of 30 stocks that are major factors in their industries and widely held by individuals and institutional investors.

    The S&P 500 500 Index is a capitalization weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.

    The NASDAQ Composite Index measures all NASDAQ domestic and non-U.S. based common stocks listed on The NASDAQ Stock Market. The market value, the last sale price multiplied by total shares outstanding, is calculated throughout the trading day, and is related to the total value of the Index.

  •  

    Yahoo! Finance, June 15, 2020
    Jimmy Lee joins On the Move to discuss the recent market pull back after a surge in coronavirus cases and the state of the economy.

  • Watch The Video

    Disclosures:

    The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. We suggest that you discuss your specific situation with your financial advisor prior to investing.

    The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

    Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.

    Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.

    Because of their narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.

    Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.

    The CBOE Volatility Index® (VIX®) is meant to be forward looking, showing the market's expectation of 30-day volatility in either direction, and is considered by many to be a barometer of investor sentiment and market volatility, commonly referred to as “Investor Fear Gauge”.

    All investing involves risk including loss of principal. No strategy assures success or protects against loss.

  •  

    Yahoo! Finance, June 1, 2020
    Jimmy Lee returned to The Ticker, sharing his optimistic long-term outlook as nationwide unrest continues and all 50 states reopen.

  • Watch The Video

    Disclosures:

    The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.

    The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

    Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.

    All investing involves risk including loss of principal. No strategy assures success or protects against loss.

  •  

    Yahoo! Finance, May 18, 2020
    Jimmy Lee joins Seana Smith on The Ticker to contextualize a market soaring on optimistic news from vaccine researchers.

  • Jimmy Lee joins Seana Smith on The Ticker to contextualize a market soaring on optimistic news from vaccine researchers.

    Watch The Video

    Disclosures:

     

    The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. Indexes are unmanaged statistical composites and cannot be invested into directly. All performance referenced is historical and is no guarantee of future results.

    Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.

    Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.

    Municipal bonds are subject to availability and change in price. They are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise. Interest income may be subject to the alternative minimum tax. Municipal bonds are federally tax-free but other state and local taxes may apply. If sold prior to maturity, capital gains tax could apply.

    Because of their narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.

    The S&P 500 Index is a capitalization weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.

  •  

    TD Ameritrade Network, April 14, 2020
    Jimmy Lee spoke on The Ticker about the market’s reaction to earnings season in the midst of a pandemic, and the outlook for recovery.

  • Watch The Video

    Disclosures:

    The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. Any economic forecasts set forth may not develop as predicted and are subject to change.

    Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.

    Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.

    Because of their narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies. 

    Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.

    This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

  •  

    TD Ameritrade Network, April 2, 2020
    Jimmy Lee speaks on Market on Close about the difference between the pandemic crisis and past bear markets, lessons that still apply to the current crisis, and what recovery might look like.

  • Watch The Video

    Disclosures:

     

    The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. We suggest that you discuss your specific situation with your financial advisor prior to investing. The video contains references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group or LPL Financial.

    Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.​

    Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs.​

    This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.​

  •  

    ​CNBC Power Lunch, March 17, 2020
    Jimmy Lee urges investors to take to heart the lessons of the 2008 financial crisis during the pandemic market crash.

  •  

    Watch The Video

    Disclosures:

    The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. Any economic forecasts set forth may not develop as predicted and are subject to change. All performance referenced is historical and is no guarantee of future results.

    Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.

    Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs.

    This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

  •  

    RIA Intel, March 16, 2020
    Jimmy Lee discusses summer internship and continuity plans as the coronavirus outbreak worsens.

  • Watch The Video

    Disclosures:

     

    This article was prepared by a third party for information purposes only. It contains references to individuals and entities that are not affiliated with The Wealth Consulting Group, WCG Wealth Advisors or LPL Financial.

  •  

    Yahoo! Finance, March 9, 2020
    Jimmy Lee returns to Yahoo! Finance to share his perspective on the market’s sudden volatility amidst the coronavirus pandemic.

  • Watch The Video

    Disclosures:

     

    This video was prepared by a third party. It contains references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group or LPL Financial.

    The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

    The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

    Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.

    The Dow Jones Industrial Average is comprised of 30 stocks that are major factors in their industries and widely held by individuals and institutional investors.

    Investing involves risk including loss of principal. No strategy assures success or protects against loss.

  •  

    Yahoo! Finance, February 27, 2020
    Jimmy Lee urges a calm response to the week’s historic market drop.

  • Watch The Video

    Disclosures:

    The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

    Government bonds and Treasury bills are guaranteed by the US government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value.

    Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.

    Investing involves risk including loss of principal. No strategy assures success or protects against loss.

  •  

    CNBC Power Lunch, January 30, 2020
    Jimmy Lee urges investors against panic amid reports of the coronavirus impact.

  • Watch The Video

    Disclosures:

    The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results.

    The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

    Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.​

    The payment of dividends is not guaranteed. Companies may reduce or eliminate the payment of dividends at any given time.

    Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.

    An investment in a money market fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although a money market fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in a money market fund.

    Investing in mutual funds involves risk, including possible loss of principal.

    Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.

    Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.

    Internal investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.

    There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

    Investing involves risk including loss of principal. No strategy assures success or protect against loss.

  •  

    Fortune, January 10, 2020
    Jimmy Lee shares his optimistic outlook for the market in 2020..

  • Watch The Video

    Disclosures:

     

    The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

    The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

    Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.

    The Dow Jones Industrial Average is comprised of 30 stocks that are major factors in their industries and widely held by individuals and institutional investors.

    The S&P 500 Index is a capitalization weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.

  •  

    Yahoo! Finance, January 8, 2020
    Jimmy Lee joins Yahoo! Finance “On the Move” to analyze the effects of the Iranian missile crisis on global markets.

  • Watch The Video

    Disclosures:

    The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

    The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

    Investing in stock includes numerous specific risks including the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.

    Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.

    An investment in a money market fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although a money market fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in a money market fund.

    Investing in mutual funds involves risk, including possible loss of principal.

    An investment in ETFs involves risks such as not being diversified, price volatility, competitive industry pressure international political and economic developments, possible trading halts, and index tracking errors.

    Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.

    The CBOE Volatility Index® (VIX®) is meant to be forward looking, showing the market’s expectation of 30-day volatility in either direction and is considered by many to be a barometer of investor sentiment and market volatility, commonly referred to as “Investor Fear Gauge”.

    Investing involves risk including loss of principal. No strategy assures success or protects against loss.

  •  

    Fox Business, December 26, 2019
    Jimmy Lee joins Fox Business “Countdown to the Closing Bell” to discuss key sectors to watch and why investors shouldn’t try to time the market.

  • Watch The Video

    Disclosures:

    The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results.

    The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

    Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.

    The payment of dividends is not guaranteed. Companies may reduce or eliminate the payment of dividends at any given time.

    Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.

    An investment in a money market fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although a money market fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in a money market fund.

    Investing in mutual funds involves risk, including possible loss of principal.

    Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.

    Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.

    Internal investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.

    There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

    Investing involves risk including loss of principal. No strategy assures success or protect against loss.

  •  

    Barron’s Penta, December 16, 2019
    Jimmy Lee discusses charitable lead annuity trusts and their role in a low interest rate environment.

  • Watch The Video

    Disclosures:


    Disclosures:

    The information in this article is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific issues with a qualified tax or legal advisor. This article contains references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group or LPL Financial.
    All examples provided are hypothetical and are not representative of any specific situation. Your results will vary. The hypothetical rates of return used do not reflect the deduction of fees and charges inherent to investing.
    LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

  •  

    USA Today, December 12, 2019
    Jimmy Lee explains the market surging as investors hope for a trade deal with China.

  • Read The Article

    Disclosures:

     

    The opinions voiced in the article are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. We suggest that you discuss your specific situation with your financial advisor prior to investing.

    The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

    Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.

    Government bonds and Treasury bills are guaranteed by the US government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value.

    Precious metal investing involves greater fluctuation and potential for losses.

    Investing in Real Estate Investment Trusts (REITs) involves special risks such as potential illiquidity and may not be suitable for all investors.

    Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.

    The Dow Jones Industrial Average is comprised of 30 stocks that are major factors in their industries and widely held by individuals and institutional investors.

    The S&P 500 Index is a capitalization weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.

    The NASDAQ Composite Index measures all NASDAQ domestic and non-U.S. based common stocks listed on The NASDAQ Stock Market. The market value, the last sale price multiplied by total shares outstanding, is calculated throughout the trading day, and is related to the total value of the Index.

  •  

    Yahoo! Finance, December 10, 2019
    Jimmy Lee joins Yahoo! Finance “On the Move” to discuss the urgency of a phase 1 trade deal and how it could change the global outlook for business.

  • Watch The Video

    Disclosures:

    The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. We suggest that you discuss your specific situation with your financial advisor prior to investing.

    The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

    Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.​

    All investing involves risk including loss of principal. No strategy assures success or protects against loss.

    Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.

  •  

    Yahoo! Finance, November 22, 2019
    Jimmy Lee analyzes the market as the U.S. approaches a phase 1 trade deal with China.

  • Watch The Video

    Disclosures:

    The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

    The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

    There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

  •  

    TD Ameritrade Network, November 15, 2019
    Jimmy Lee returns to TDAN to discuss the health of the U.S. consumer and sectors to watch moving forward.

  • Watch The Video

    Disclosures:

    The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results.

    The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

    Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.​

    The payment of dividends is not guaranteed. Companies may reduce or eliminate the payment of dividends at any given time.

    Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.

    An investment in a money market fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although a money market fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in a money market fund.

    Investing in mutual funds involves risk, including possible loss of principal.

    Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.

    Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.

    Internal investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.

    There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

    Investing involves risk including loss of principal. No strategy assures success or protect against loss. 

  •  

    TD Ameritrade Network, October 14, 2019
    Jimmy Lee joins TD Ameritrade Network to discuss ongoing trade negotiations and what this means for the investor.

  • Watch The Video

     

    Disclosures:

    The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

    The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

    Investing in stock includes numerous specific risks including the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.

    Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.

    Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.

    The S&P 500 Index is a capitalization weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.

    There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

    All investing involves risk including loss of principal. No strategy assures success or protects against loss.

  •  

    Financial Advisor Magazine, October 7, 2019
    Jimmy Lee outlines the advantages and potential pitfalls of optimizing an investor’s finances to minimize their exposure to income taxes.

  • Read The Article

    Disclosures:

     

    This article was prepared by a third party for information purposes only. It is not intended to provide specific advice or recommendations for any individual. It contains references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group or LPL Financial.

    Tax services are not offered by WCG Wealth Advisors, The Wealth Consulting Group, LPL Financial or affiliated advisors. We suggest that you discuss your specific situation with a qualified tax advisor.

  •  

    Yahoo! Finance, October 1, 2019
    Jimmy Lee reacts as the ISM manufacturing index hits its lowest level since 2009.

  • Watch The Video

     

    Disclosures:

     

    This video was prepared by a third party. It contains references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group or LPL Financial.

    The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

    The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

    Investing in stock includes numerous specific risks including the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.

    Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.

    There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

    The S&P 500 Index is a capitalization weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.

    All investing involves risk including loss of principal. No strategy assures success or protects against loss.

  •  

    Yahoo! Finance, August 6, 2019
    Jimmy Lee joins Yahoo! Finance to discuss market volatility and portfolio distribution in a time of uncertainty.

  • Watch The Video

     

    Disclosures:

    The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

    The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

    Investing in stock includes numerous specific risks including the fluctuation of dividend, loss of principal and potential

    The payment of dividends is not guaranteed. Companies may reduce or eliminate the payment of dividends at any given time.

    Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.

    Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.

    There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

    All investing involves risk including loss of principal. No strategy assures success or protects against loss.

  •  

    Yahoo! Finance, July 16, 2019
    Jimmy Lee joined the set of The Ticker to discuss the prospect of the Fed’s rate cut, fresh consumer and industrial indicators, and trade talks.

  • Watch The Video

     

    Disclosures:

    The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

    The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful. of the investment in a falling market.illiquidityInvesting in stock includes numerous specific risks including the fluctuation of dividend, loss of principal and potential

    Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.

    Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.

    There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

    All investing involves risk including loss of principal. No strategy assures success or protects against loss.

  •  

    TD Ameritrade Network, July 8, 2019
    Jimmy Lee talked about investor worries rising if it takes too long to secure a trade deal with China.

  • Watch The Video

     

    Disclosures: 

    The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

    The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

    of the investment in a falling market.illiquidityInvesting in stock includes numerous specific risks including the fluctuation of dividend, loss of principal and potential

    The payment of dividends is no guaranteed. Companies may reduce or eliminate the payment of dividends at any given time.

    Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.

    Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.

    Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.

    There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

    All investing involves risk including loss of principal. No strategy assures success or protects against loss.

  •  

    Yahoo! Finance, May 30, 2019
    Jimmy Lee reacts to remarks from Morgan Stanley’s James Gorman about the fragility of the market amid U.S.- China trade talks.

  • Watch The Video

     

    Disclosures:

    This video was prepared by a third party. It may contain references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group or LPL Financial.

    The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

    The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

    Investing in stock includes numerous specific risks including the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.

    Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.

    Dollar cost averaging involves continuous investment in securities regardless of fluctuation in price levels of such securities. An investor should consider their ability to continue purchasing through fluctuating price levels. Such a plan does not assure a profit and does not protect against loss in declining markets.

    There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

    All investing involves risk including loss of principal. No strategy assures success or protects against loss.

  •  

    Nightly Business Report, May 29, 2019
    Jimmy Lee cautions investors against timing the market, calling for globally-diversified portfolios and non-correlated assets as a safeguard against volatility.

  • Watch The Video

     

    Disclosures:

    The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

    The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

    Investing in stock includes numerous specific risks including the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.

    Government bonds and Treasury bills are guaranteed by the US government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value.

    Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.

    Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.

    Dollar cost averaging involves continuous investment in securities regardless of fluctuation in price levels of such securities. An investor should consider their ability to continue purchasing through fluctuating price levels. Such a plan does not assure a profit and does not protect against loss in declining markets.

    There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

    All investing involves risk including loss of principal. No strategy assures success or protects against loss.

  •  

    Yahoo Finance, May 6, 2019
    Jimmy Lee shares his perspective on the market as trade war rhetoric sharpens and volatility surges anew.

  • Watch the Video

     

    Disclosures:

    The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. We suggest that you discuss your specific situation with your financial advisor prior to investing.

     The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful. 

  •  

    Financial Advisor Magazine, May 1, 2019
    Suk Pau weighs the strengths and trade-offs of hybrid LTC plans, and the type of client for whom they might be the best fit.

  • Read The Article

     

    Disclosures:

    This article was prepared by a third party for information purposes only. It contains only general descriptions and is not a solicitation to sell any insurance product or security, nor is it not intended to provide specific tax, legal, investment advice or recommendations for any individual. It contains references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group, Pau & Tran Wealth Management or LPL Financial.

    For information about specific insurance needs or situations consult an insurance professional. You may also visit your state’s insurance department for more information.

    Riders are additional guarantee options that are available to an annuity or life insurance contract holder. While some riders are part of an existing contract, many others may carry additional fees, charges and restrictions, and the policy holder should review their contract carefully before purchasing. Guarantees are based on the claims paying ability of the issuing insurance company.

    Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.

    Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.

    Dollar cost averaging involves continuous investment in securities regardless of fluctuation in price levels of such securities. An investor should consider their ability to continue purchasing through fluctuating price levels. Such a plan does not assure a profit and does not protect against loss in declining markets.

    There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

  •  

    Yahoo Finance, April 17, 2019
    Jimmy Lee examines how political developments may affect the healthcare sector, and discusses the ongoing battle between streaming services.

  • Watch the Video

     

    Disclosures:

    The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. We suggest that you discuss your specific situation with your financial advisor prior to investing. 

    The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful. 

    Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market. 

    Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies. 

    Value investments can perform differently from the market as a whole.  They can remain undervalued by the market for long periods of time.

    All investing involves risk including loss of principal. No strategy assures success or protects against loss.

  •  

    Yahoo Finance, March 29, 2019
    Jimmy Lee cautions against chasing returns, especially with high-flying IPOs.

  • Watch The Video

     

    Disclosures:

    The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

    The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

    Investing in stock includes numerous specific risks including the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.

    An Environmental, Social and Governance (ESG) fund’s policy could cause it to perform differently compared to funds that do not have such a policy.

  •  

    TD Ameritrade Network, March 7, 2019
    Jimmy Lee discusses how the ECB decision boosts bond proxy stocks.

  • Watch The Video

     

    Disclosures:

    Content was prepared by a third party for information purposes only. It is not intended to provide specific advice or recommendations for any individual. It contains references to individuals or entities that are not affiliated with The Wealth Consulting Group, WCG Wealth Advisors or LPL Financial.

    The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

    Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.

    Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.

    Because of their narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.

    All investing involves risk including loss of principal. No strategy assures success or protects against loss.

  •  

    Fox Business, February 18, 2019
    Jimmy Lee joined Cavuto: Coast to Coast on President’s Day to share his market insights.

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    Disclosures:

    The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

    he economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

    Investing in stock includes numerous specific risks including the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.

    Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.

    Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.

    International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.

    Investing involves risk including loss of principal. No strategy assures success or protects against loss.

  •  

    Yahoo Finance, February 1, 2019
    Jimmy Lee looks ahead to 2019 after a blowout January in the stock market.

  • Watch The Video

    Disclosures:

    The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. We suggest that you discuss your specific situation with your financial advisor prior to investing.

    The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

    Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.

    The payment of dividends is not guaranteed. Companies may reduce or eliminate the payment of dividends at any given time.

    Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.

    Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.

    Investing in real estate involves special risks such as potential illiquidity and may not be suitable for all investors.

    Dollar cost averaging involves continuous investment in securities regardless of fluctuation in price levels of such securities. An investor should consider their ability to continue purchasing through fluctuating price levels. Such a plan does not assure a profit and does not protect against loss in declining markets.

    There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

    The S&P 500 Index is a capitalization weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.

    All investing involves risk including loss of principal. No strategy assures success or protects against loss.

  •  

    TD Ameritrade Network, January 17, 2019
    Jimmy Lee talks about growth expectations and risk tolerance for 2019.

  • Watch The Video

    Disclosures:

    The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. We suggest that you discuss your specific situation with your financial advisor prior to investing.

    The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

    Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.

    Because of their narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.

    International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.

    The S&P 500 Index is a capitalization weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.

    WCG Wealth Advisors, The Wealth Consulting Group and LPL Financial do not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.

    All investing involves risk including loss of principal. No strategy assures success or protects against loss.

  •  

    TD Ameritrade Network, January 11, 2019
    Mark Senseman discusses defensive investing strategies ahead of the apparent volatility of 2019.

  • Watch the Video

     

    Disclosures:

    The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. We suggest that you discuss your specific situation with your financial advisor prior to investing.

    The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

    Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.

    Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.

    High yield/junk bonds (grade BB or below) are not investment grade securities, and are subject to higher interest rate, credit, and liquidity risks than those graded BBB and above. They generally should be part of a diversified portfolio for sophisticated investors.

    An investment in ETFs involves risks such as not being diversified, price volatility, competitive industry pressure, international political and economic developments, possible trading halts, and index tracking errors.

    International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.

    All investing involves risk including loss of principal. No strategy assures success or protects against loss.