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Blog

Amber Kodad | May 1, 2023

First Time Homebuyer? Things to Consider Before Taking that Leap

ARC Blog
Life is full of many exciting firsts. Your first steps, your first car, your first love, your first job, and now your first home!
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Jimmy Lee | Apr 24, 2023

Weekly Market Commentary 04.24.2023

Weekly Market Commentary
Better than expected...
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Jimmy Lee | Apr 17, 2023

Weekly Market Commentary 04.17.2023

Weekly Market Commentary
Keep your eye on the big picture...
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Raymond Bell | Apr 14, 2023

The Unholy Trinity Life Insurance Gift Tax Trap

INS Blog
People take out life insurance with the understanding that the death benefit is paid to their beneficiaries’ tax free...
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Jimmy Lee | Apr 11, 2023

Weekly Market Commentary 04.11.2023

Weekly Market Commentary
Ambiguous images...
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Jimmy Lee | Apr 3, 2023

Weekly Market Commentary 04.03.2023

Weekly Market Commentary
Perhaps we should call this a pushmi-pullyu market...
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Amber Kodad | Apr 1, 2023

The Various Ways to Hold Title of Assets

ARC Blog
Have you ever purchased your first home or opened a taxable account and got hit with the question “how would you like to hold title to this”?
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Jimmy Lee | Mar 27, 2023

Weekly Market Commentary 03.27.2023

Weekly Market Commentary
What's your jam?
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Jimmy Lee | Mar 20, 2023

Weekly Market Commentary 03.20.2023

Weekly Market Commentary
Unknowns and uncertainty...
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Raymond Bell | Mar 16, 2023

10 Items Overlooked in Your Life Insurance Policy

INS Blog
Life insurance policies are incredibly detailed and even a good life insurance might not touch on everything that you should know...
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Jimmy Lee | Mar 13, 2023

Weekly Market Commentary 03.13.2023

Weekly Market Commentary
Thrown for a loop...
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Jimmy Lee | Mar 6, 2023

Weekly Market Commentary 03.06.2023

Weekly Market Commentary
Sibling discord. Stocks and bonds are two of the better-known asset classes in the family of potential investments. Last week, they were in opposition.
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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.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice or provide the basis of any financial decision. Please consult legal or tax professionals for specific information regarding your individual situation.  The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security, Nor is intended to be a projection of current or future performance or indication if future results. Investing always involves risk and possible loss of capital.  

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