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Blog

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Jimmy Lee | Jan 27, 2020

Weekly Market Commentary 01-27-2020

The Markets

Markets hunkered down last week.

News of the coronavirus outbreak in Wuhan, China unsettled investors around the world. The respiratory

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Jimmy Lee | Jan 21, 2020

Weekly Market Commentary 01-21-2020

The Markets

The new trade deals are here!

The United States and China signed a preliminary trade deal last week. The next day, the United States-Mexico

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Jimmy Lee | Jan 16, 2020

Income Tax Planning and 529 Plans

The income tax benefits offered by 529 plans make these plans attractive to parents (and others) who are saving for college or K-12 tuition. Qualified

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Jimmy Lee | Jan 13, 2020

Weekly Market Commentary 01-13-2020

The Markets

It was a nerve-wracking week.

Iran fired 22 ballistic missiles at the Ain Al Asad airbase near western Iraq and a second base in northern Iraq

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Jimmy Lee | Dec 31, 2018

The Wealth Consulting Group as Winner of Investment News 2018 Excellence in Diversity & Inclusion Awards

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Jimmy Lee | Dec 12, 2018

Tax Benefits of Charitable Planning

When you donate to a charity, you want to know that your donation is going to its highest and best purpose—which means minimizing the tax exposure of the

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Jimmy Lee | Dec 31, 2017

Financial Advisor Magazine ranks The Wealth Consulting Group as the #5 fastest growing RIA in the United States

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The financial consultants at The Wealth Consulting Group are registered representatives with, and securities are offered through, LPL Financial, Member FINRA/SIPC. Investment advice offered though WCG Wealth Advisors, LLC (WCG), a registered investment advisor. WCG and The Wealth Consulting Group are separate entities from LPL Financial.

WCG employs (or contract 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 WCG, they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services.

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