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Blog

Raymond Bell | Jun 3, 2024

Accelerated Underwriting, E-Applications, and E-Policy Delivery

INS Blog

Technology has streamlined many processes, including life insurance. Applications and policy deliveries can now be handled electronically, eliminating the need

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Megan Wilsey | Jun 1, 2024

Company Stock in Your 401(k)? Consider Net Unrealized Appreciation.

ARC Blogs

If you are currently holding company stock in your pre-tax retirement account, you may want to consider a tax planning

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Jimmy Lee | May 28, 2024

Weekly Market Commentary 05.28.2024

Weekly Market Commentary

Perception versus reality.

A recent Harris poll, conducted on behalf of The Guardian newspaper, found that there is some confusion about the state of the

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Jimmy Lee | May 20, 2024

Weekly Market Commentary 5.20.2024

Weekly Market Commentary

Reading the economic tea leaves.

Tasseography practitioners read tea leaves to forecast the future. Some economic data serve a similar purpose. Policymakers

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Jimmy Lee | May 13, 2024

Weekly Market Commentary 05.13.2024

Weekly Market Commentary

 Higher rates are doing what they’re supposed to do.

Last week, Federal Reserve officials spoke about keeping the federal funds rate higher until it becomes

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Jimmy Lee | May 6, 2024

Weekly Market Commentary 05.06.2024

Weekly Market Commentary

What will the Federal Reserve do?

Uncertainty about the direction and timing of Fed rate cuts is causing stock markets in the United States to charge and

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Raymond Bell | May 2, 2024

Securing Income Through Disability Insurance: A Guide to Group and Individual Plans

Insurance Blogs

Disability insurance protects your income if you become disabled and are unable to work. Many people access this coverage through their employer via group short

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Amber Kodad | May 1, 2024

Your Credit Score: That Important Three-Digit Number

ARC Blogs

Your Credit Score and the SAT’s

Your credit score is kind of like taking the SAT’s (something most of us never want

Read More
Jimmy Lee | Apr 29, 2024

Weekly Market Commentary 04.29.2024

Weekly Market Commentary

The economy appears to be slowing down.

Last week, many investors were focused on economic data. The Personal Consumption report offers information about

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Jimmy Lee | Apr 22, 2024

Weekly Market Commentary 04.22.2024

Weekly Market Commentary

Investors have been recalibrating their expectations.

There is a lot going on in the world that could affect the value of financial markets – wars, tensions

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Jimmy Lee | Apr 15, 2024

Weekly Market Commentary 04.15.2024

Weekly Market Commentary

Inflation and geopolitics and earnings. Oh, my!

It was a rough week for stock markets. “The S&P 500 closed 1.5% lower on Friday, while the Nasdaq Composite

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Jimmy Lee | Apr 8, 2024

Weekly Market Commentary 04.08.2024

Weekly Market Commentary

The bull charged from October 2023 through March 2024. Last week, it took a breather.

Optimistic may be the best word to describe the first quarter of 2024

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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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