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WCG In The News
U.S. News & World Report, June 2, 2017
Investors should consider dumping an ETF that shows a lack of liquidity, says Jimmy Lee.
U.S. News & World Report, May 30, 2017
Jimmy Lee tells advisors to diversify across, and within, asset classes to protect themselves. (10 Long-Term Investing Strategies That Work, slide 9)
The Mesa Press, May 23, 2017
Student media coverage of Paul Lim, a member of the San Diego Financial Literacy Center and a CFP with Wealth Consulting Group, who spoke about income taxes.
Financial Planning, April 13, 2017
Marlo Stil discusses best practices in vetting out potential senior adviser hires.
On Wall Street, April 13, 2017
Marlo Stil says advisers should strike a balance when serving younger clients without over-stretching themselves.
U.S. News & World Report, March 10, 2017
Jimmy Lee says to not chase performance and consider all relevant variables in a piece on why you need to review your investments regularly.
Discover.com, March 7, 2017
Jimmy Lee advises people to save a certain amount of money each month instead of arbitrarily saving.
Barron’s NEXT, February 22, 2017
Jimmy Lee notes that a common tax-prep mistake is not reporting all income or sales.
The New York Times, February 10, 2017
Jimmy Lee explains how he is very comfortable disclosing how product vendors compensate his firm.
Investor’s Business Daily, February 9, 2017
Jimmy Lee shares how he got started working with celebrity clients. Jimmy focuses on branding himself as a “personal CFO,” rather than promoting his celebrity clientele.
Collegerecruiter.com, February 9, 2017
Beth Walker shares ways you can overcome your student loan debt, such as setting up an emergency fund and focusing on your future lifestyle.
Citi Benefits Hub, January 31, 2017
Cheryl Constantino says purchasing homeowner’s insurance can help you avoid surprises. Cheryl also advises to check your credit card’s benefits to see if it offers travel insurance.
U.S. News & World Report, January 27, 2017
Jimmy Lee explains that since institutional investors are adding socially conscious wording to their investment policies, asset management firms have to create products to meet the demand.
U.S. News & World Report, January 17, 2017
Jimmy Lee advises investors to take advantage of tax deferral and deductions, as they can be valuable long-term strategies.
Financial Advisor, January 3, 2017
Jimmy Lee explains how the DOL rule has changed the ballgame for compensation-and-benefits packages for insurance carriers.
Business Jet Traveler, January 1, 2017
Jimmy Lee recommends keeping your tax records for at least seven years and storing them in a safe-deposit box at the bank or a fireproof home safe.
MarketWatch.com, December 22, 2016
Jimmy Lee predicts that the Dow will not reach 20,000 until January 6th when the jobs report is released.
USA Today College, December 13, 2016
Jimmy Lee offers a few ideas on how young people can improve their credit score.
USA Today College, December 7, 2016
Jimmy Lee says that your credit score matters because it dictates how much interest you pay.
TIME Money, November 29, 2016
Beth Walker says after the college overseas passes the “sniff nest,” you need to consider what would be a qualified expense at a U.S. school.
Financial Planning, November 7, 2016
Beth Walker explains what the new FASFA rule means for advisers. Walker says that the new filing protocol requires parents to planning much earlier for funding college.
Bank Investment Consultant, October 24, 2016
Marlo Stil says that often times male advisers think their female clients are not smart enough. She urges advisers to think of their roles as being collaborative and inclusive.
CNBC, October 17, 2016
Jimmy Lee explains underclassman should take into consideration their future career and earning potential and factor that into their decision about how much they want to borrow.
CNBC, October 6, 2016
Jimmy Lee joins CNBC Europe to discuss how the US election will affect markets and his Q4 prediction.
U.S. News & World Report, September 20, 2016
Jimmy Lee advises investors to use dips as buying opportunities, don’t chase returns and be patient.
Reuters TV, September 16, 2016
Jimmy Lee explains why we’ve had more volatility in the recent weeks than we’ve had all year. Lee says if a negative shock happens in the market, we may see a correction or a bear market.
U.S. News & World Report, September 13, 2016
Jimmy Lee offers his thoughts on why long-term care insurance is critical to maintaining your retirement lifestyle and why it’s important to be clear about what you need and don’t need.
The Washington Post, September 6, 2016
Beth Walker explains why putting your money towards more expensive debt instead of paying off the zero-percent loan is a smarter financial move.
Financial Advisor Magazine, September 1, 2016
Beth Walker shares why parents need to understand who much earlier they must plan for the financial part of college.
Marketwatch, August 30, 2016
Christopher Rand discusses whether or not a divorcee is entitled to her husband’s Social Security.
CNBC, August 18, 2016
Jimmy Lee joins CNBC to discuss what investors should do in the face of interest rate uncertainty.
Financial Planning, August 12, 2016
Marlo Stil on why ESG investing has been successful when helping retired clients measure and evaluate how to make their long-term investments make the world a better place.
The Street, August 1st, 2016
Jimmy joined TheStreet to discuss his optimism in the markets after bouncing back strongly from the Brexit selloff.
U.S. News & World Report, July 28, 2016
Beth Walker shares the pros and cons of buying a house for your child in college.
U.S. News & World Report, June 24, 2016
Jimmy Lee discusses the three things investors are doing right with 401(k) accounts.
Financial Planning, July 8, 2016
Marlo Stil explains why ESG investing is an opportunity to get ahead of the curve and attract client assets.
CNBC, July 7, 2016
Jimmy joins CNBC to discuss how the bond market is telling investors to watch out for a potential shock, as the economy is growing slower than we think.
The Wall Street Journal, July 4, 2016
Beth Walker discusses what to do when your 529 account has too much money.
CNBC, June 1, 2016
Lee joins CNBC to talk about investment strategy in the U.S. markets when it comes to a potential Fed rate hike and market volatility.
CNNMoney, May 26, 2016
Beth Walker advises millennials in a piece about saving for college to aim to save 20% of their earned income, with 10% earmarked for retirement and the other 10% going toward future goals like buying a house and having kids. Walker also says that saving for college and retirement are parallel saving time lines.
MarketWatch, May, 23, 2016
Jimmy Lee is quoted in an article on the five things rich people do with their money that you should be doing. Lee advises investors to invest in tangible assets.
The Washington Post, May 21, 2016
Jimmy Lee weighs in on the things to look for when searching for a financial advisor. Lee explains how a financial advisor lives through a lot of your life events, so you need to ask yourself: is this someone I can have a lifetime relationship with?
U.S. News, May, 20, 2016
Jimmy Lee on the 10 things you didn’t know life insurance could do. Lee is quoted discussing that it can pay for long-term care expenses, you can give a gift to your favorite charity or ride out a bear market.
The Washington Post, May 7, 2016 Jimmy Lee explains whether or not you should pay off your mortgage before you reach retirement.
CNBC, February 5, 2016
Jimmy Lee joins CNBC’s morning show for a one-on-one interview discussing his work with professional athletes, what they have to look out for, and how he provides services to this very niche demographic.
GoodCall.com, January 27, 2016
For GoodCall, an education data hub, Beth Walker discusses the student loan problem and what she thinks needs to happen at the top for a recovery to begin.
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.