WCG In The News

Bankrate.com, January 2012
Christina Couch of Bankrate.com quotes Beth Walker, financial planner at Strategic Wealth Associates, in an article discussing ways for students and parents to make the most of their FAFSA application. Walker encourages all parents to consider applying for financial aid, regardless of their income situation. "There are a lot of parents who think they make too much money and that they're not going to qualify for anything, but I think it's a surprise to many people to know that the merit-based aid is handed out many times through the need-based door," she explains.

KUSI News, January 16, 2012
Christopher Rand, CFP, financial planner at Strategic Wealth Associates, appears live on the set of KUSI News to offer helpful tips for investors and consumers to consider in 2012 such as budgeting, tax planning and saving for retirement.

CBS 8 News Now, December 29, 2011
Jimmy Lee, CFS and managing partner at Strategic Wealth Associates, appears live on the set of CBS 8 News Now to discuss financial strategies for investors to consider as they move into 2012. He offers his thoughts on 401(k) plans and suggests helpful tips that investors can utilize when it comes to planning for a successful retirement.

Bankrate.com, November 2011
Sheyna Steiner of Bankrate.com interviews Jimmy Lee, CFS and managing partner at Strategic Wealth Associates, to garner his insight in regards to the Bankrate Financial Security Index. Lee weighs in on how investors feel about their net-worth today as compared to a year ago and what their reasoning may be. "You have a general sense among people that things are just not that good," explains Lee.

Kiplinger's Retirement Report, October 2011 Issue
Eleanor Laise interviews Jimmy Lee, CFS and managing partner at Strategic Wealth Associates, in an article discussing how retirees need to take more risk in their portfolio these days in order to live comfortably in retirement. Lee recommends that investors consider devoting 20 percent of their bond holdings to bank-loan funds as a way to gain more attractive yields.

Business News Network, October 20, 2011
During an interview on BNN, Jimmy Lee, CFS and managing partner at Strategic Wealth Associates, discusses strategies for investing in today's unpredictable markets. Lee suggests utilizing a tactical asset allocation strategy to battle global concerns in the short-term. He also explains that for investors thinking long-term, the volatility can offer opportunity. "I think with this volatility that it is an incredible and opportunistic time for young investors looking to accumulate wealth down the road."

FOX Business, October 20, 2011
Jimmy Lee, CFS and managing partner at Strategic Wealth Associates, appears live on the set of Fox Business alongside hosts Chris Cotter and Lori Rothman. Lee suggests a "protect and advance" strategy for investors to utilize in today's volatile markets. "We're very protective still and cautious about the market and events that can cause further corrections," he explains. Lee also recommends income producing investment vehicles and non-exchange traded REITs to help offset volatility.

Las Vegas Business Press, October 10, 2011
Caitlin McGarry of the Las Vegas Business Press features Jimmy Lee, CFS and managing partner at Strategic Wealth Associates, in a Q&A article discussing the importance of having a comprehensive business succession plan in place. "Business succession planning, and the awareness of it amongst business owners, is not where it needs to be," Lee says. "I think what a lot of people forget is for most business owners, the bulk of their net worth is tied up in their business. It becomes a part of their personal retirement strategy."

Registered Rep. "Advanced Wealth Strategies Newsletter," October 2011 Issue
Cheryl Munk of Registered Rep. magazine, interviews Jimmy Lee, CFS and managing partner at Strategic Wealth Associates, in an article discussing tax tips that advisors can offer their clients to help save them money. "Businesses with net operating losses also might consider converting a portion of an IRA to a Roth IRA. When you convert to a Roth, you generate taxable income for that year; however, if you have a net operating loss in your business, you might be able to offset that income," explains Lee.

Financial Advisor, September 16, 2011
Karen DeMasters of Financial Advisor magazine features Jimmy Lee, CFS and managing partner at Strategic Wealth Associates, in an article discussing the importance of having a financial quarterback, especially for high-net-worth individuals. "To be an effective advisor for the future, it is important to understand the need for a financial quarterback for the ultra-high-net-worth clients, and not have the client's investments operating in separate silos and managed by separate, autonomous people," Lee says.

Bloomberg Television, September 13, 2011
Jimmy Lee, CFS and managing partner at Strategic Wealth Associates, appears on Bloomberg Television's, "In Business with Margaret Brennan," to discuss ongoing market volatility and how it is impacting investors. Lee suggests investing in higher yielding equities, floating-rate bank loan funds and REITS. Lee also weighs in on President Obama's job creation plan and explains that he expects municipal bonds to remain attractive to investors.

Nevada Business, August 2011 Issue
Nevada Business magazine features an article written by Jimmy Lee, CFS and managing partner at Strategic Wealth Associates, discussing how investors can get their financial house in order during the slow summer months. "The summer months are an excellent time to perform a review of current strategies for investments and financial plans. It's comparable to halftime during a football game.  Look at results from the first half and make the necessary adjustments to win the game," explains Lee.

CNBC "Power Lunch" June 1, 2011
Jimmy Lee, CFS and managing partner at Strategic Wealth Associates, appears on CNBC to discuss the current volatility in the market and how it will affect investors. "I recommend a very diversified portfolio with non-correlated assets and I think a balanced approach is appropriate for most investors today," explains Lee. In addition Lee suggests favoring defensive sectors such as consumer staples and healthcare.

RIA Central Magazine, Interview with Jimmy Lee, Managing Partner, May 2011.

AdvisorOne.com, May 29, 2011
James Green of AdvisorOne.com features Keith Gregg, executive vice president of Strategic Wealth Associates, in a Memorial Day slideshow montage that honors advisors who formerly served in the United States armed forces. Gregg was formerly active with the United States Marine Corps.

AdvisorOne.com, May 26, 2011
Marlene Satter of AdvisorOne.com features Jimmy Lee, CFS and managing partner at Strategic Wealth Associates and Keith Gregg, executive vice president of Strategic Wealth Associates, in an article highlighting the recent addition of Gregg to the San Diego-based firm. Lee says of Gregg, "His leadership will be vital to the success of our business as we build upon our presence in Arizona, Nevada, California, and New Mexico."

CNBC "Power Lunch" March 8, 2011
Jimmy Lee, CFS and managing partner at Strategic Wealth Associates, appears alongside Brian Jacobsen, chief portfolio strategist for Wells Fargo Advantage Funds, to discuss the future of the markets and what it means to investors. Jimmy suggests that strong corporate earnings could lead to more job creation. However, he says, "The big question mark is what's going to happen with oil." He warns that short-term factors such as rising oil prices may slow corporations' ability to hire new employees.

FOX Business February 28, 2011
Jimmy Lee, CFS and managing partner at Strategic Wealth Associates, appears alongside Burt White, CIO at LPL Financial on FOX Business to discuss small cap investments. Lee says, "Small caps have outperformed large caps historically coming out of a recession." However, if there is a market correction, he suggests lowering exposure to small cap funds. In addition, Jimmy also feels that oil prices will continue to climb with peak driving season approaching and this may cause a correction in the market.

CNBC "Power Lunch" December 29, 2010
CNBC "Power Lunch" co-hosts, Tyler Mathisen and Sue Herera speak to Jimmy Lee, CFS and managing partner at Strategic Wealth Associates, to discuss alternative investing in 2011. Jimmy recommends investing in managed futures, long/short treasury funds and gold as alternative investing options for 2011. Lee suggests, "Managed futures will allow investors to reduce risk and enhance returns. It's a diversifier as well as a way to manage a downside." In addition, Jimmy believes that investing in gold, which is currently trading at an all-time high, will see a rise in demand from international countries such as China.

SmartMoney.com, December 8, 2010
AnnaMaria Andriotis at SmartMoney.com quotes Jimmy Lee, CFS and managing partner at Strategic Wealth Associates, on how investors can best utilize savings from their payroll tax cut. "Want an immediate 35% return? Contribute that extra 2% to a 401(k) or a traditional IRA, and someone in the 35% tax bracket would save $560 in taxes," says Lee.

2009 Las Vegas Sun
Golfing with UNLV Basketball Coach Lon Kruger - Featuring Jimmy Lee
Click Here To View

2009 In Business Las Vegas
The Wealth Consulting Group
Ranked #1 for Number of Investment Brokerages

2008 Business Press | Book of Lists
The Wealth Consulting Group
Ranked #3 for Number of Financial Advisors

2008 Business Press | Book of Lists
The Wealth Consulting Group
Ranked #1 for Number of Licensed Brokers

Las Vegas Life
Jimmy Lee & Shanna Kehoe named FIVE STAR WEALTH MANAGERS - Best in Client Satisfaction

*FIVE STAR Wealth Manager^SM is awarded by Crescendo Business Services LLC (Crescendo), an independent third-party. The award pertains to excellence in customer service, and is not indicative of investment performance.

In Business Las Vegas
Jimmy Lee named 2004 Who's Who in Banking and Finance

Las Vegas Business Press
Beth Walker & Diana Spencer Featured in the Las Vegas Business Press Article Teaching Parents How To Save Money On Higher Learning is Beth Walker's Cause

Susan G. Komen
Cheryl Constantino awarded for Devoted Efforts and Commitment for serving on the Board of Directors in 2007

Beth Walker
Publishes An Employee's Guide to Stock Options

Publishes How To Give Your Child A 4-Year College Education Without Going Broke

Las Vegas Business Press
Shanna Kehoe named Las Vegas Business Press 2008 Rising Star | Communities Best and Brightest

La Voce
Cheryl Constantino featured in It's Your Money - Protecting Your Income

In Business Las Vegas 2005
Cheryl Constantino selected a A Person Of Influence for 2005 - Investments