•  

    TD Ameritrade Network, October 17, 2022  
    Jimmy Lee discussed how an economic slowdown can impact industrial stocks in an interview with Nicole Petallides on TD Ameritrade Network.

  • 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 expressed are only general information and 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.

    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.

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

  •  

    Fox Business, October 14, 2022
    Jimmy Lee shared his expectations for the banks and third-quarter earnings season in an interview with Maria Bartiromo on Fox Business.

  • 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 expressed are only general information and 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.

    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.

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

  •  

    TD Ameritrade Network, September 30, 2022  
    Alex Coffey, standing in for Nicole Petallides, spoke with Jim Worden about markets on a macro scale. Jim also shared the market factors that he’s keeping a close eye on.

  • Watch the Video

    Disclosures:

    Jim Worden offers investment advice through WCG Wealth Advisors, LLC, a Registered Investment Advisor doing business as The Wealth Consulting Group. Jim is not affiliated with LPL Financial.

    The opinions expressed are only general information and 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.

    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.

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

  •  

    Bloomberg Radio, September 27, 2022  
    Jimmy Lee joined Bloomberg Radio to share opportunities that he’s seeing in the current market and how investors can weather the Fed’s rate storm.

  • Listen to the Radio

    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 expressed are only general information and 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.

    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.

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

  •  

    BNN Bloomberg, September 26, 2022  
    Jimmy Lee shared his thoughts on the market and weighed in on talks of a recession on BNN Bloomberg.

  • 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 expressed are only general information and 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.

    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.

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

  •  

    Fox Business, September 2, 2022
    Jimmy Lee joined Fox Business, sharing his job report projections and investment insights as Wall Street reels in anticipation of rising rates.

  • 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 markets.

    Jim Worden offers investment advice through WCG Wealth Advisors, LLC, a Registered Investment Advisor doing business as The Wealth Consulting Group. Jim is not affiliated with LPL Financial.

    The opinions expressed are only general information and 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.

    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.

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

  •  

    TD Ameritrade Network, September 1, 2022  
    Jimmy Lee discussed his thoughts on the industrials sector with host Nicole Petallides on TD Ameritrade Network.

  • 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 markets.

    Jim Worden offers investment advice through WCG Wealth Advisors, LLC, a Registered Investment Advisor doing business as The Wealth Consulting Group. Jim is not affiliated with LPL Financial.

    The opinions expressed are only general information and 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.

    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.

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

  •  

    Fox Business, August 17, 2022
    Jim joins Lauren Simonetti to weigh in on inflation and his stock picks following last week’s market rally.

  • Watch the Video

    Disclosures:

    Jim Worden offers investment advice through WCG Wealth Advisors, LLC, a Registered Investment Advisor doing business as The Wealth Consulting Group. Jim is not affiliated with LPL Financial.

    The opinions expressed are only general information and 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.

    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.

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

  •  

    TD Ameritrade Network, August 16, 2022  
    In the wake of the summer rally and new CPI numbers, Jimmy Lee joined TD Ameritrade Network to talk about his sector pick: energy.

  • 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 markets.

    The opinions expressed are only general information and 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.

    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.

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

  •  

    BNN Bloomberg, August 9, 2022  
    Jimmy spoke with BNN Bloomberg anchor Paul Bagnell about persistent market volatility and his economic outlook through the end of the year.

  • 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.

    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.

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

  •  

    Bloomberg Radio, July 29, 2022  
    Jimmy shared his optimistic outlook on inflation along with his thoughts on the Fed’s latest rate hike, GDP numbers, and Q2 with Carol Massar and Tim Stenovec on Bloomberg Radio.

  • Listen to the Radio

    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 markets.

    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.

    All indices are unmanaged and may not be invested into directly.

    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.

    Growth investments may be more volatile than other investments because they are more sensitive to investor perceptions of the issuing company's growth of earnings potential.

    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.

  •  

    BNN Bloomberg, July 22, 2022  
    Jimmy Lee discussed his current investment approach and why investing is not a “game” along with his market outlook on BNN Bloomberg.

  • 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.

    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.

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

  •  

    TD Ameritrade Network, July 14, 2022  
    Jim Worden joined Nicole Petallides on TD Ameritrade Network to share his thoughts on what’s ahead for meme stocks along with his stock picks.

  • Watch the Video

    Disclosures:

    Jim Worden offers investment advice through WCG Wealth Advisors, LLC, a Registered Investment Advisor doing business as The Wealth Consulting Group. Jim is not affiliated with LPL Financial.

    The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual.

  •  

    Cheddar News, July 13, 2022 
    Jim Worden joined Cheddar News to discuss the newly released CPI data and what it means for the market.

  • Watch the Video

    Disclosures:

    Jim Worden offers investment advice through WCG Wealth Advisors, LLC, a Registered Investment Advisor doing business as The Wealth Consulting Group. Jim is not affiliated with LPL Financial.

    The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual.

  •  

    Yahoo! Finance, July 11, 2022 

  • 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 markets.

    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.

    All indices are unmanaged and may not be invested into directly.

    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.

    Growth investments may be more volatile than other investments because they are more sensitive to investor perceptions of the issuing company's growth of earnings potential.

    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.

  •  

    Fox Business, July 6, 2022
    Jimmy Lee joined Fox Business where he shared his market outlook, thoughts on the potential recession, and projections ahead of Q3.

  • 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 markets.

    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.

    All indices are unmanaged and may not be invested into directly.

    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.

    Growth investments may be more volatile than other investments because they are more sensitive to investor perceptions of the issuing company's growth of earnings potential.

    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.

  •  

    TD Ameritrade Network, June 7, 2022  
    Jimmy Lee joined Nicole Petallides on TD Ameritrade Network to discuss the opportunities that he is seeing in the industrials sector despite persistent volatility.

  • 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 markets. 

    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. 

    All indices are unmanaged and may not be invested into directly. 

    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. 

    Growth investments may be more volatile than other investments because they are more sensitive to investor perceptions of the issuing company's growth of earnings potential. 

    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. 

  •  

    Cheddar News, May 27, 2022  
    As inflation and geopolitical risks weigh on stocks, Jimmy Lee joined Cheddar News to discuss where he believes the market is headed.

  • 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. 

    All indices are unmanaged and may not be invested into directly. 

    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. 

    Growth investments may be more volatile than other investments because they are more sensitive to investor perceptions of the issuing company's growth of earnings potential. 

    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. 

  •  

    TD Ameritrade Network, May 12, 2022  
    Jimmy Lee joined Oliver Renick on TD Ameritrade Network to discuss the health of the market and the potential of a bottoming market.

  • 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. 

    All indices are unmanaged and may not be invested into directly. 

    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. 

    Growth investments may be more volatile than other investments because they are more sensitive to investor perceptions of the issuing company's growth of earnings potential. 

    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. 

  •  

    Reuters, May 11, 2022  
    Jimmy Lee shared his hopeful projections regarding inflation in an interview with Davide Barbuscia for Reuters.

  • Read the Article

    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. 

    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. 

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

  •  

    Bloomberg Radio, May 5, 2022  
    Following the market downturn, Jimmy Lee joined Bloomberg Radio to discuss his market outlook and investment strategy going forward.

  • Listen to the Recording

    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.  

    All indices are unmanaged and may not be invested into directly. 

    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. 

    Growth investments may be more volatile than other investments because they are more sensitive to investor perceptions of the issuing company's growth of earnings potential.  

    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.  

  •  

    Cheddar TV, May 4, 2022  
    Jim Worden joined Cheddar to discuss the Fed’s latest rate hike and what that means for the duration of earnings season.

  • Watch the Video

    Disclosures:

    Jim Worden offers investment advice through WCG Wealth Advisors, LLC, a Registered Investment Advisor doing business as The Wealth Consulting Group.  Jim is not affiliated with LPL Financial. 

    The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. 

  •  

    Kiplinger, April 29, 2022  
    In an interview with Kiplinger’s Karee Venema, Jimmy Lee discussed the health of the American consumer despite higher prices due to inflation and supply chain hang-ups.

  • Read The Article

    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.  

    All indices are unmanaged and may not be invested into directly. 

    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. 

    Growth investments may be more volatile than other investments because they are more sensitive to investor perceptions of the issuing company's growth of earnings potential.  

    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.  

  •  

    Fox Business, April 29, 2022  
    Jimmy Lee discussed his outlook for the US economy, the health of the consumer, and corporate earnings season with Maria Bartiromo on Mornings with Maria.

  • 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.  

    All indices are unmanaged and may not be invested into directly. 

    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. 

    Growth investments may be more volatile than other investments because they are more sensitive to investor perceptions of the issuing company's growth of earnings potential.  

    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.  

  •  

    TD Ameritrade Network, April 27, 2022  
    Jim Worden was interviewed by TDAN anchor Nicole Petallides regarding earnings season and the upcoming FOMC meeting.

  • Watch the Video

    Disclosures:

    Jim Worden offers investment advice through WCG Wealth Advisors, LLC, a Registered Investment Advisor doing business as The Wealth Consulting Group. Jim is not affiliated with LPL Financial. 

    The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. 

  •  

    Fox Business, April 6, 2022  
    Jimmy Lee spoke with Maria Bartiromo about his optimistic take on inflation as the Fed is set to make their next move.

  • 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. 

    All indices are unmanaged and may not be invested into directly. 

    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. 

    The Baltic Dry Index (BDI) is a shipping and trade index created by the London-based Baltic Exchange. It measures changes in the cost of transporting various raw materials, such as coal and steel.

    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. 

    Growth investments may be more volatile than other investments because they are more sensitive to investor perceptions of the issuing company's growth of earnings potential. 

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

    The fast price swings in commodities will result in significant volatility in an investor's holdings. Commodities include increased risks, such as political, economic, and currency instability, and may not be suitable for all investors. 

  •  

    Bloomberg Radio, March 31, 2022  
    Following Powell’s hints at a more hawkish approach to inflation, Jimmy Lee joined Bloomberg Radio to offer his outlooks on inflation and the Fed.

  • Listen to the Recording

    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. 

    All indices are unmanaged and may not be invested into directly. 

    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. 

    The Baltic Dry Index (BDI) is a shipping and trade index created by the London-based Baltic Exchange. It measures changes in the cost of transporting various raw materials, such as coal and steel. 

    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. 

    Growth investments may be more volatile than other investments because they are more sensitive to investor perceptions of the issuing company's growth of earnings potential. 

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

    The fast price swings in commodities will result in significant volatility in an investor's holdings. Commodities include increased risks, such as political, economic, and currency instability, and may not be suitable for all investors. 

  •  

    Cheddar TV, March 25, 2022  
    Joining live from The Wealth Consulting Group’s advisors’ conference, Jimmy Lee shared his bullish take on the Fed, the markets, and inflation with Cheddar TV.

  • 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. 

    All indices are unmanaged and may not be invested into directly. 

    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. 

    Growth investments may be more volatile than other investments because they are more sensitive to investor perceptions of the issuing company's growth of earnings potential. 

    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 will result in significant volatility in an investor's holdings. Commodities include increased risks, such as political, economic, and currency instability, and may not be suitable for all investors. 

  •  

    Reuters, March 10, 2022 
    Jimmy Lee discussed market volatility with Reuters as the West imposes sanctions on Russia following the breakout of war in Ukraine.

  • Read The Article

    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. 

    All indices are unmanaged and may not be invested into directly. 

    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. 

    The Baltic Dry Index (BDI) is a shipping and trade index created by the London-based Baltic Exchange. It measures changes in the cost of transporting various raw materials, such as coal and steel. 

    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. 

    Growth investments may be more volatile than other investments because they are more sensitive to investor perceptions of the issuing company's growth of earnings potential. 

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

    The fast price swings in commodities will result in significant volatility in an investor's holdings. Commodities include increased risks, such as political, economic, and currency instability, and may not be suitable for all investors.

  •  

    Wall Street Journal, March 3, 2022  
    Following a dip in the markets, Russian invasion of Ukraine, and persistent inflation, Jimmy Lee spoke with the Journal about market headwinds and rising interest rates.

  • Read The Article

    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. 

    All indices are unmanaged and may not be invested into directly. 

    The fast price swings in commodities will result in significant volatility in an investor's holdings. Commodities include increased risks, such as political, economic, and currency instability, and may not be suitable for all investors. 

    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. 

    Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services. LPL Financial doesn't provide research on individual equities. 

    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. 

  •  

    Fox Business, February 28, 2022 
    As tensions between Russia and Ukraine grow, Jimmy Lee discussed market volatility and his market outlook.

  • 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. 

    All indices are unmanaged and may not be invested into directly. 

    The fast price swings in commodities will result in significant volatility in an investor's holdings. Commodities include increased risks, such as political, economic, and currency instability, and may not be suitable for all investors. 

    The Baltic Dry Index (BDI) is a shipping and trade index created by the London-based Baltic Exchange. It measures changes in the cost of transporting various raw materials, such as coal and steel. 

    Growth investments may be more volatile than other investments because they are more sensitive to investor perceptions of the issuing company's growth of earnings potential. 

    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, 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. 

    Source: Invesco’s Seven Reasons to favor stocks in Fed tightening cycle. 

  •  

    Yahoo! Finance, February 17, 2022
    In light of supply chain concerns and inflation, Jim Worden joined Yahoo! Finance to discuss the market and investor behavior.

  • Watch the Video

    Disclosures:

    Jim Worden offers investment advice through WCG Wealth Advisors, LLC, a Registered Investment Advisor doing business as The Wealth Consulting Group.  Jim is not affiliated with LPL Financial.  

    The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. 

  •  

    Bloomberg Radio, February 16, 2022  
    With geopolitical tensions rising and an increasingly volatile market, Jimmy Lee joins Bloomberg Radio to share his market outlook along with investing insights.

  • Listen to the Recording

    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. 

    All indices are unmanaged and may not be invested into directly. 

    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. 

    The Baltic Dry Index (BDI) is a shipping and trade index created by the London-based Baltic Exchange. It measures changes in the cost of transporting various raw materials, such as coal and steel. 

    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. 

    Growth investments may be more volatile than other investments because they are more sensitive to investor perceptions of the issuing company's growth of earnings potential. 

    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. 

  •  

    TD Ameritrade Network, February 15, 2022  
    How will inflation play out in 2022?  Jimmy Lee discussed his inflation projections for the year along with his predictions for the Fed’s rate increase.

  • Watch the Video

    Disclosures:

    Securities are offered through LPL Financial, Member FINRA/SIPC. Investment advice is 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. 

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

    Growth investments may be more volatile than other investments because they are more sensitive to investor perceptions of the issuing company’s growth of earnings potential. 

  •  

    Cheddar TV, February 2, 2022  
    With a tremendous amount of market volatility in January, Jim Worden joined Cheddar TV with a look ahead to February’s market moves.

  • Watch the Video

    Disclosures:

    Jim Worden offers investment advice through WCG Wealth Advisors, LLC, a Registered Investment Advisor doing business as The Wealth Consulting Group.  Jim is not affiliated with LPL Financial.   

    The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual.  

  •  

    Fox Business, January 28, 2022  
    Jimmy Lee discussed inflation, his predictions for the Fed’s interest rate hike, and the importance of diversifying portfolios on Morning with Maria.

  • 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 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.  

    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. 

    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, January 18, 2022 
    Amidst bank selloffs, Jimmy Lee discussed his market outlook with a look ahead to earnings season and the impending Fed decision.

  • 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.

    Content in this material is for general information only and is 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 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.

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

  •  

    Cheddar TV, December 28, 2021  
    What can we expect from earnings growth in 2022?  Jim Worden spoke with Cheddar about finding value in the markets next year.

  • Watch the Video

    Disclosures:

    Jim Worden offers investment advice through WCG Wealth Advisors, LLC, a Registered Investment Advisor doing business as The Wealth Consulting Group. Jim is not affiliated with LPL Financial.

    The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual.

  •  

    Bloomberg Radio, December 14, 2021  
    After a year of record-breaking highs in the markets, Jimmy Lee spoke with Bloomberg Radio about what to expect from the Fed and which sectors to watch in the new year.

  • Listen to the Recording

    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.

    All indices are unmanaged and may not be invested into directly.

    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.

    The Baltic Dry Index (BDI) is a shipping and trade index created by the London-based Baltic Exchange. It measures changes in the cost of transporting various raw materials, such as coal and steel.

    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.

    Growth investments may be more volatile than other investments because they are more sensitive to investor perceptions of the issuing company's growth of earnings potential.

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

    The fast price swings in commodities will result in significant volatility in an investor's holdings. Commodities include increased risks, such as political, economic, and currency instability, and may not be suitable for all investors.

  •  

    TD Ameritrade Network, December 8, 2021 
    With the rise of popular meme stocks and supply chain issues caused by COVID-19, how is GameStop performing?  Jim Worden discussed GameStop’s earnings and more with TD Ameritrade Network. 

  • Watch the Video

    Disclosures:

    Jim Worden offers investment advice through WCG Wealth Advisors, LLC, a Registered Investment Advisor doing business as The Wealth Consulting Group. Jim is not affiliated with LPL Financial.

    The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual.

  •  

    Cheddar, December 02, 2021
    As the year comes to a close, Jimmy Lee joined Cheddar to discuss the Omicron variant’s impact on the markets, and what to expect regarding inflation.

  • 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 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.

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

  •  

    Fox Business, November 05, 2021
    Jimmy Lee reacted to the Fed's dovish view on inflation on 'Mornings with Maria.'

  • 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 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.

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

  •  

    Yahoo! Finance. October 18, 2021
    Jimmy Lee joined Yahoo Finance Live to give an insight on what to expect during the holiday shopping season.

  • 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 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.

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

  •  

    Fox Business, September 23, 2021
    Jimmy Lee joined Fox Business to discuss inflation, how China is regulating business, and its impact on investors.

  • 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 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.

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

  •  

    TD Ameritrade Network, September 16, 2021
    Jimmy Lee joined TD Ameritrade Network to discuss the reflation trade, what to expect from home prices, and more.

  • 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 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.

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

  •  

    Fox Business, August 20, 2021
    Jimmy Lee was on Fox Business to discuss what investors should expect from the market when the Fed decides to tighten 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 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.

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

  •  

    Cheddar TV, August 13, 2021
    Jimmy Lee joined Cheddar TV to discuss inflationary pressures impacting the economy and how the Delta variant is impacting the broader market.

  • 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 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.

  •  

    Fox Business, July 23, 2021
    Jimmy Lee joins host Maria Bartiromo to discuss market movement in anticipation of tax hikes.

  • 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 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.

  •  

    CNBC, July 19, 2021
    Jimmy Lee shares how treasury inflation-protected securities can provide protection to investors against inflation.

  • 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.

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

  •  

    Fox Business, July 12, 2021
    Jimmy Lee talks to Fox Business about upcoming earnings season and why he’s still bullish on the overall stock market.

  • 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.

    Content in this material is for general information only and 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. Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services. LPL Financial doesn’t provide research on individual equities.

    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, 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.

  •  

    TD Ameritrade Network, July 8, 2021
    Jimmy Lee discusses the guidelines, pros, and cons of barbell investing.

  • 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.

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

    Stock and mutual fund investing includes risks, including fluctuating prices and 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.

    Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services. LPL Financial doesn’t provide research on individual equities.

    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 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.

    No strategy assures success or protects against loss.

  •  

    Yahoo! Finance, June 30, 2021
    Jimmy Lee joined hosts Seana Smith and Adam Shapiro at the midpoint of the year, looking ahead to market drivers in the second half of 2021 and beyond.

  • 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.

    Content in this material is for general information only and 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 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.

    The fast price swings in commodities will result in significant volatility in an investor’s holdings. Commodities include increased risks, such as political, economic, and currency instability, and may not be suitable for all investors.

    The Barclay CTA Index is a leading industry benchmark of the representative performance of more than 300 commodity-trading advisors (CTAs). CTAs invest in futures contracts to make leveraged bets on various pieces of the global economy - currencies, energy, bonds and interest rates, stock indices, and agricultural and consumer goods.

    Eagle Asset Management is not affiliated with Wealth Consulting Group or LPL Financial.

  •  

    Fox Business, June 25, 2021
    Jimmy Lee joined “Mornings with Maria” on Fox Business Network to discuss how to invest with the potential passage of President Biden’s infrastructure deal, and the outlook for banks after all 23 firms pass the Fed stress test.

  • 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.

    Content in this material is for general information only and 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.

    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.

  •  

    Cheddar TV, June 24, 2021
    Jimmy Lee reacts to the market impact of a bipartisan infrastructure spending deal between Congress and the Biden administration.

  • 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 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.

  •  

    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.

  • Listen to the Recording

    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.

  •  

    TD Ameritrade Network, October 26, 2020
    Matthew Pierce returns to the TD Ameritrade Network to weigh in on ongoing market volatility during earnings season and advises investors to monitor inflation.

  • Watch The Video

    Disclosures:

    Investment advice offered through WCG Wealth Advisors, LLC, a Registered Investment Adviser.

    Past performance is no guarantee of future results. Investing involves risk including loss of principal. No strategy assures success or protects against loss.

    The opinions expressed are for general information only and not intended to provide specific advice or recommendations for any individual.

  •  

    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.

  •  

    TD Ameritrade Network, September 11, 2020
    Matthew Pierce joins TD Ameritrade Network for the first time to discuss what headwinds investors can expect in the closing months of 2020.

  • Read The Article

    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.

    WCG employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of WCG; or (2) solely investment adviser representatives of WCG. Although all personnel operate their businesses under the name WCG, they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services.

    Investment advice offered through WCG Wealth Advisors, a registered investment advisor.

    Past performance is no guarantee of future results. Investing involves risk including loss of principal. No strategy assures success or protects against loss.

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

  •  

    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.

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    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.

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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.

    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.

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    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.

  • 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.

    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.