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WCG as Winner of Investment News 2018 Excellence in Diversity & Inclusion Awards
We are glad Investment News has highlighted the value and vital need for diversity in the advice industry with its 2018 Diversity & Inclusion Awards, and we are honored to be recognized as an Outstanding Practice.
Welcome to The Wealth Consulting Group
Since 1995, WCG has served the diverse financial and wealth planning needs of accomplished individuals, families and businesses seeking objective advice and sophisticated financial strategies.
Our mission is to serve as our client's Personal CFO and most trusted advisor. WCG advisors draw upon the broad expertise and talent within our firm and across our alliance partners, to address complex financial challenges that accompany affluence. Serving as your Personal CFO, we help you set and implement clear goals aligned with your needs, values and objectives.
Find out what makes us different and how that can make all the difference for you, your family, or business.
Watch our video to learn more about our approach
to comprehensive wealth management.
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Yahoo Finance
August 6, 2019Jimmy Lee joins Yahoo! Finance to discuss market volatility and portfolio distribution in a time of uncertainty.
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Yahoo Finance
July 16, 2019Jimmy 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.
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TD Ameritrade Network
July 8, 2019Jimmy Lee talked about investor worries rising if it takes too long to secure a trade deal with China.
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Yahoo! Finance
May 30, 2019Jimmy Lee reacts to remarks from Morgan Stanley’s James Gorman about the fragility of the market amid U.S.- China trade talks.
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Nightly Business Report
May 29, 2019Jimmy Lee cautions investors against timing the market, calling for globally-diversified portfolios and non-correlated assets as a safeguard against volatility.
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Yahoo Finance
May 6, 2019Jimmy Lee shares his perspective on the market as trade war rhetoric sharpens and volatility surges anew.
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Yahoo Finance
April 17, 2019Jimmy Lee examines how political developments may affect the healthcare sector, and discusses the ongoing battle between streaming services.
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TD Ameritrade Network
March 7, 2019Jimmy Lee discusses how the ECB decision boosts bond proxy stocks.
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Yahoo Finance
February 1, 2019Jimmy Lee looks ahead to 2019 after a blowout January in the stock market..
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TD Ameritrade Network
January 17, 2019Jimmy Lee talks about growth expectations and risk tolerance for 2019.
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TD Ameritrade Network
January 11, 2019Mark Senseman discusses defensive investing strategies ahead of the apparent volatility of 2019.
Our Insights
Learn more about the financial industry.
Investment Strategy Committee Notes – Q3 Update
Markets got off to a shaky start in October but were generally positive for the month buoyed by further Fed accommodation in the form of a third 25bps (0.25%) cut as well as renewed optimism around trade. In addition to the cut to the policy rate, the Fed announced further support for the repo market in the form of a new $60 billion a month short-term Treasury bond buying program...
Market Commentary
January 6, 2020
The Markets
About face!
2019 was a remarkable year for investors with many asset classes delivering positive performance. Both the Standard & Poor’s 500 Index, a gauge of U.S. stock market performance, and the Dow Jones Global (ex U.S.) Index delivered double-digit increases (see the below table). Bonds and gold rallied, too, delivering positive returns for the year.
