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WealthManagement.com, December 30, 2015
For an article discussing communication techniques when clients come in with bad investment ideas, Jimmy Lee notes the value of managing expectations and stories of significant losses suffered by many investors who decided to take on a big risk.
Business News Network, December 23, 2015
Jimmy Lee joins Canada’s Business News Network to weigh in on what he sees for year-end and beyond, including how savings at the gas pump can potentially lead to a Santa Claus rally.
FOX Business, December 14, 2015
Jimmy Lee joins FOX Business to discuss oil prices, market volatility, and the Fed, and what he sees moving forward.
U.S. News and World Report, December 9, 2015
Beth Walker discusses tax-efficient financial planning tactics when it comes to college savings, noting which moves to make before year-end and potential benefits.
Financial Advisor Magazine, November 2, 2015
Jimmy Lee weighs in on working with millennials moving forward, and how his high impact portfolios appeal to this demographic.
Marketwatch.com, September 10, 2015
Jimmy Lee discusses what it is like to advise members of the “sandwich generation,” that is, those supporting both their parents and their kids simultaneously.
Financial Advisor IQ, July 28, 2015
Marlo Stil discusses going green and why the Wealth Consulting Group “has relieved ourselves and our clients of the nightmare of paper,” discussing the ease and benefit of clients being able to retrieve documents remotely.
Yahoo Finance TV, July 9, 2015
Jimmy Lee, CFS, CEO of the Wealth Consulting Group, joins Sue Lee on Yahoo Finance to discuss the trifecta of Puerto Rico, China, and Greece, and note which sectors he thinks are good buys on current market dips.
Bloomberg.com, July 9, 2015
Jimmy Lee, CFS, CEO of the Wealth Consulting Group, lends commentary to an article discussing short sales and investor worry at the current market environment.
CNBC.com, June 14, 2015
Jimmy Lee, CFS, CEO of the Wealth Consulting Group contributes to an article debating whether or not the great rotation out of bonds and into stocks was currently underway. Within, Lee notes a distinction. Investors aren't getting into stocks so much as they are moving slightly up the risk spectrum.
Financial Advisor IQ, May 11, 2015
For an article on team structures within the financial planning space, Jimmy Lee, CFS, CEO, discusses organization, succession planning, and taking characteristics of vertical and horizontal team structures and using a blend of both to match how each team works best
Marketwatch.com, April 27, 2015
Jimmy Lee, CFS, CEO of the Wealth Consulting Group, contributes to a Marketwatch.com article noting adjustments that advisors and wealth managers have to make in light of the rise of cheap investing algorithms. Within, he discusses why he calls himself a “personal CFO” and why, these days, advisers have to do more than simply manage assets.
CNBC, April 24, 2015
Jimmy Lee, CFS, CEO of the Wealth Consulting Group, joins CNBC to discuss the low price of gold, whether or not it will go up with the the next correction, and the general broad effect of economic factors.
ARISE XChange, February 19, 2015
Jimmy Lee, CFS, CEO of the Wealth Consulting Group, appeared on ARISE XChange to discuss whether or not he thinks Greece will exit the Euro, and how he thinks the U.S. market will react. As well he weighs in on the Fed and direction of interest rates, and, most importantly, how he is currently advising clients in terms of asset allocation.
Las Vegas Business Press, January 19, 2015
Jimmy Lee, CFS, CEO of the Wealth Consulting Group submits a feature byline article discussing Las Vegas investors’ best financial New Years’ resolutions, teaching them how to set a financial course ending in wealth creation.
Financial Advisor Magazine, January 2, 2015
Beth Walker, founder of College Funding Coaches, contributes to an article on primary tips regarding tuition savings, bringing in stories of her own clients, what she thinks more parents should do, and the likelihood of qualifying for aid.
MainStreet.com, December 19, 2014
Jimmy Lee, CFS® and CEO of The Wealth Consulting Group submits written commentary to an article for MainStreet.com, a subsidiary of TheStreet.com, on his market outlook for the rest of 2014 and beyond, noting the effect of economic data, and how he would view a correction.
MainStreet.com, June 11, 2014
Beth Walker, a certified college planning specialist (CCPS) at Strategic Wealth Associates, submits commentary to MainStreet.com for an article about best practices for grandparents who wish to pay their grandchildren’s tuition. Within, Beth states, among other things, “Savings and contributions on behalf of the student have a primary benefit in that they do not show up in the financial aid filing process and will not work against the family in terms of the expected family contribution calculation.”
Physician’s Money Digest, April 21, 2014
Jimmy Lee, CFS® and managing partner at The Wealth Consulting Group authors a feature article for Physician’s Money Digest about exit strategies for doctors who are looking to retire, where he notes the importance of treating your practice like a full-fledged small business, and the importance of an entrepreneurial approach, good communication, and flexibility.
Reuters, November 26, 2012
Jennifer Hoyt Cummings of Reuters features Jimmy Lee, CFS® and managing partner at Strategic Wealth Associates, in a story about succession planning for financial advisers. Lee has his own succession plan in place that helps him relate to his clients situations. "I think it's very difficult for a financial adviser to tell someone to do something that they don't do themselves," Lee explains.
Reuters, September 28, 2012
Jennifer Hoyt Cummings interviews Jimmy Lee, CFS® and managing partner at Strategic Wealth Associates, in an article about building health safety nets for older clients. Lee offers his insights on long-term care services and said he typically forgoes policies for clients, whose annual interest income can cover long-term care costs, meaning they won't have to dip into their principal.
Medical Economics, May 25, 2012
Medical Economics features an article written by Jimmy Lee, CFS® and managing partner at Strategic Wealth Associates, discussing how to protect retirement savings should a solo primary care practitioner receive a buyout offer from a local hospital system. “This topic can get a bit complicated, so it is wise to consult with all parties involved with your retirement savings to help ensure that you make the best decisions toward achieving your goals,” Lee says.
Schools.com, February 3, 2012
Kay Easton of Schools.com quotes Beth Walker, financial planner at Strategic Wealth Associates, in an article discussing how students should approach applying for student loans. “Students need to make realistic assessments of their salary potential and take out loans accordingly,” Walker says. Additionally, she suggests that post-graduation monthly loan payments shouldn't exceed eight percent of monthly income.
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.
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.
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.