- About WCG
- Our Team
- Our Services
- Sustainable Investing
- Account Access
- Join WCG
WCG In The News
Yahoo! Finance, December 24, 2020
Jimmy Lee looks ahead to the new year and urges investors to resist panic, stay diversified, and believe in the American consumer’s role in the eventual recovery of the U.S. economy.
Yahoo! Finance, December 15, 2020
Jimmy Lee looked ahead to 2021, expressing a bullish sentiment on equities on a day in which stocks reversed a 4-day decline.
TD Ameritrade Network, November 13, 2020
Jimmy Lee spoke about the problems that arise when investors form emotional attachment to concentrated stock positions, and how to address them.
Yahoo! Finance, October 16, 2020
Jimmy Lee discusses the uptick in September's retail sales numbers and his economic outlook ahead of the election.
Yahoo! Finance, October 02, 2020
Jimmy Lee returns to “On the Move” to share his thoughts on permanent job loss numbers and the impact of President Trump’s COVID diagnosis on the market.
Yahoo! Finance, September 24, 2020
Jimmy Lee discusses what triggered the most recent market pullback, Big Tech, and the impact another nationwide shutdown would have on the economy.
TD Ameritrade Network, September 22, 2020
Jimmy Lee shares his positive overall market outlook, his expectations for the remainder of 2020, and weighs in on the recent market sell-off.
Reuters, September 2, 2020
Jimmy Lee shares his overall market outlook and weighs in on the lag in employment as a result of the coronavirus pandemic.
Yahoo! Finance, September 2, 2020
Jimmy Lee returns to On The Move to discuss the technology sector and the potential impact of a Biden presidency on the economy.
Cheddar, August 21, 2020
Jimmy Lee weighs in on the economic impact of a Biden presidency and recent record highs in the S&P 500 and the Nasdaq.
Yahoo! Finance, August 6, 2020
Jimmy Lee examines potential buying opportunities and shares an optimistic outlook amid pandemic-and election-fueled volatility.
Yahoo! Finance, July 21, 2020
Jimmy Lee returns to The Ticker to weigh in on a potential second relief bill and the opportunity he sees in the financial sector.
TD Ameritrade Network, July 10, 2020
Jimmy Lee discusses his optimistic outlook for a post-COVID market and the potential impact of a second wave of cases.
Yahoo! Finance, June 26, 2020
Jimmy Lee discusses his overall optimism about the road ahead despite a turbulent week for the markets.
Reuters, June 15, 2020
Jimmy Lee speaks on the recent spike in coronavirus cases as reopening efforts continue and what this means for investors.
Yahoo! Finance, June 15, 2020
Jimmy Lee joins On the Move to discuss the recent market pull back after a surge in coronavirus cases and the state of the economy.
Yahoo! Finance, June 1, 2020
Jimmy Lee returned to The Ticker, sharing his optimistic long-term outlook as nationwide unrest continues and all 50 states reopen.
Yahoo! Finance, May 18, 2020
Jimmy Lee joins Seana Smith on The Ticker to contextualize a market soaring on optimistic news from vaccine researchers.
TD Ameritrade Network, April 14, 2020
Jimmy Lee spoke on The Ticker about the market’s reaction to earnings season in the midst of a pandemic, and the outlook for recovery.
TD Ameritrade Network, April 2, 2020
Jimmy Lee speaks on Market on Close about the difference between the pandemic crisis and past bear markets, lessons that still apply to the current crisis, and what recovery might look like.
Investor’s Business Daily, March 31, 2020
Jimmy Lee shares advice on applying for credit cards in an article geared toward limiting monthly spending during the pandemic crisis.
Newsweek, March 19, 2020
Jimmy Lee highlights investing opportunities during historic market turbulence.
CNBC Power Lunch, March 17, 2020
Jimmy Lee urges investors to take to heart the lessons of the 2008 financial crisis during the pandemic market crash.
RIA Intel, March 16, 2020
Jimmy Lee discusses summer internship and continuity plans as the coronavirus outbreak worsens.
USA Today, March 12, 2020
Jimmy Lee offers tips on protecting your investment portfolio during a down market.
Yahoo! Finance, March 9, 2020
Jimmy Lee returns to Yahoo! Finance to share his perspective on the market’s sudden volatility amidst the coronavirus pandemic.
Yahoo! Finance, February 27, 2020
Jimmy Lee urges a calm response to the week’s historic market drop.
CNBC Power Lunch, January 30, 2020
Jimmy Lee urges investors against panic amid reports of the coronavirus impact.
Fortune, January 10, 2020
Jimmy Lee shares his optimistic outlook for the market in 2020..
Yahoo! Finance, January 8, 2020
Jimmy Lee joins Yahoo! Finance “On the Move” to analyze the effects of the Iranian missile crisis on global markets.
Fox Business, December 26, 2019
Jimmy Lee joins Fox Business “Countdown to the Closing Bell” to discuss key sectors to watch and why investors shouldn’t try to time the market.
Barron’s Penta, December 16, 2019
Jimmy Lee discusses charitable lead annuity trusts and their role in a low interest rate environment.
USA Today, December 12, 2019
Jimmy Lee explains the market surging as investors hope for a trade deal with China.
Yahoo! Finance, December 10, 2019
Jimmy Lee joins Yahoo! Finance “On the Move” to discuss the urgency of a phase 1 trade deal and how it could change the global outlook for business.
Yahoo! Finance, November 22, 2019
Jimmy Lee analyzes the market as the U.S. approaches a phase 1 trade deal with China.
TD Ameritrade Network, November 15, 2019
Jimmy Lee returns to TDAN to discuss the health of the U.S. consumer and sectors to watch moving forward.
TD Ameritrade Network, October 14, 2019
Jimmy Lee joins TD Ameritrade Network to discuss ongoing trade negotiations and what this means for the investor.
Financial Advisor Magazine, October 7, 2019
Jimmy Lee outlines the advantages and potential pitfalls of optimizing an investor’s finances to minimize their exposure to income taxes.
Yahoo! Finance, October 1, 2019
Jimmy Lee reacts as the ISM manufacturing index hits its lowest level since 2009.
Yahoo! Finance, August 6, 2019
Jimmy Lee joins Yahoo! Finance to discuss market volatility and portfolio distribution in a time of uncertainty.
Yahoo! Finance, July 16, 2019
Jimmy 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.
TD Ameritrade Network, July 8, 2019
Jimmy Lee talked about investor worries rising if it takes too long to secure a trade deal with China.
Yahoo! Finance, May 30, 2019
Jimmy Lee reacts to remarks from Morgan Stanley’s James Gorman about the fragility of the market amid U.S.- China trade talks.
Nightly Business Report, May 29, 2019
Jimmy Lee cautions investors against timing the market, calling for globally-diversified portfolios and non-correlated assets as a safeguard against volatility.
Yahoo Finance, May 6, 2019
Jimmy Lee shares his perspective on the market as trade war rhetoric sharpens and volatility surges anew.
Financial Advisor Magazine, May 1, 2019
Suk Pau weighs the strengths and trade-offs of hybrid LTC plans, and the type of client for whom they might be the best fit.
Yahoo Finance, April 17, 2019
Jimmy Lee examines how political developments may affect the healthcare sector, and discusses the ongoing battle between streaming services.
Yahoo Finance, March 29, 2019
Jimmy Lee cautions against chasing returns, especially with high-flying IPOs.
TD Ameritrade Network, March 7, 2019
Jimmy Lee discusses how the ECB decision boosts bond proxy stocks.
Fox Business, February 18, 2019
Jimmy Lee joined Cavuto: Coast to Coast on President’s Day to share his market insights.
Yahoo Finance, February 1, 2019
Jimmy Lee looks ahead to 2019 after a blowout January in the stock market.
TD Ameritrade Network, January 17, 2019
Jimmy Lee talks about growth expectations and risk tolerance for 2019.
TD Ameritrade Network, January 11, 2019
Mark Senseman discusses defensive investing strategies ahead of the apparent volatility of 2019.
Wall Street Journal, December 26, 2018
Jimmy Lee urges investors to take on diversified equity portfolios in the face of a wildly fluctuating market.
Nightly Business Report, December 31, 2018
Jimmy Lee examines opportunity sectors in 2019’s down market and sounds a note of caution about the energy sector.
Yahoo Finance, December 27, 2018
Jimmy Lee discusses the sell-off after the Dow’s historic rally.
USA Today, December 26, 2018
Jimmy Lee breaks down the Dow’s record-setting 1,000-point reversal.
USA Today, December 24, 2018
Jimmy Lee explains the market turmoil at the end of 2018.
Yahoo Finance, December 10, 2018
Jimmy Lee discusses the roller-coaster market and his outlook for EOY 2018 and beyond.
Citywire RIA, December 04, 2018
Jimmy Lee talks about serving smaller clients profitably with a pilot subscription service
Yahoo Finance, November 21, 2018
Jimmy Lee discusses the bounce back from the Thanksgiving week sell-off.
CNBC, November 9, 2018
Jimmy Lee encourages investors to see recent corrections as buying opportunities if the fundamentals of the economy are still sound.
InvestmentNews, October 31, 2018
Jimmy Lee discusses diversity of ideas and building an inclusive culture at The Wealth Consulting Group.
Fox Business, October 12, 2018
Jimmy Lee joins FBN with Harry Dent to talk about the buying opportunities presented by the market pullback.
ThinkAdvisor, October 9, 2018
Jimmy Lee and Marlo Stil tout the advantages of The Wealth Consulting Group’s diverse workforce in this feature article.
TD Ameritrade Network, September 27, 2018
Mark Senseman advises a more selective approach when hunting for winners in the tech sector.
MarketWatch, September 4, 2018
Mark Senseman discusses record stock performance in the context of heightened autumn volatility.
Reuters, August 8, 2018
Jimmy Lee focuses on the underlying sentiments of the market over short-term trade war noise.
TD Ameritrade Network, August 2, 2018
Mark Senseman puts earnings and tech sector performance into market perspective.
CNBC, July 31, 2018
Jimmy Lee discusses the possibility of market rotation, the state of the economy and FAANG turbulence.
CNBC, July 10, 2018
Jimmy Lee discusses the tech sector’s market dominance and the value of diversifying assets.
TDA Network, June 6, 2018
Jimmy Lee talks about the positioning of growth vs. value sectors as 2018 continues and interest rates and volatility factor into market movements.
Financial Planning, May 17, 2018
Jimmy Lee comments on long-term care insurance with annuity riders, and the importance of educating clients about their options.
InvestmentNews, April 21, 2018
Marci Bair touts the virtues of a top-down approach to diversity and inclusion in financial services, using The Wealth Consulting Group as an example.
Fox Business, April 13, 2018
Jimmy Lee encourages investors to focus on the long term, keep a careful eye on bonds, and prepare for a rising rate environment.
TDA Network, April 5, 2018
Jimmy Lee puts trade war fears and market volatility into context, urging investors to take the long view.
InvestmentNews, March 1, 2018
After a market tumble and renewed volatility, Jimmy Lee says timely communication with clients has helped avoid panic.
TDA Network, February 21, 2018
Jimmy Lee reacts to the Treasury dip following the Fed minutes.
Fox Business, February 19, 2018
Jimmy Lee shares his sector recommendations for a ‘Presidents Day portfolio.
Fox Business, February 9, 2018
Jimmy Lee discussed the sudden return of market volatility after the market drop
Financial Planning, February 6, 2018
Jimmy Lee talks about the strengths of human advisors after the robos went dark during the market drop.
TDA Network, January 30, 2018
Jimmy Lee says the market climate is favorable for active investing strategies.
TDA Network, January 9, 2018
Jimmy Lee talks about possible inflation and the return of volatility later in 2018.
MarketWatch, December 15 2017
Jimmy Lee offers advice on how to invest an inheritance of $300,000.
Fox Business, November 17, 2017
Jimmy Lee talked about the market’s room to run as tax reform advances.
Asset TV, November 17, 2017
Marlo Stil, Managing Partner of the Wealth Consulting Group, explains how screening for impact investing can also result in a good return for investors.
Wall Street Journal, November 5, 2017
Beth Walker talks about how financial aid interacts with 529s. Appeared in print edition.
Financial Advisor IQ, October 24, 2017
Jimmy Lee talks about opportunities for wealth managers as wealth distribution changes.
Fund Action, October 16, 2017
Marlo Stil discuss ESG & State Street.
FA Magazine, September 15, 2017
Jimmy Lee talks about rehiring former employees.
Fox Business, August 30, 2017
Jimmy Lee is quoted in a link roundup including his WSJ profile.
U.S. News & World Report, August 25, 2017
Jimmy Lee talks about risks to consider when investing in equity crowdfunding.
U.S. News & World Report, August 10, 2017
Beth Walker compares savings bonds to 529 plans in an article about college saving strategies.
Fox Business, August 7, 2017
Jimmy Lee offers a cautious outlook on the market, and advises investors not to panic and to save up dry powder for opportunities.
Financial Advisor Magazine, July 5, 2017
FA Magazine ranks The Wealth Consulting Group as the #5 fastest growing RIA in the United States.
Nightly Business Report, June 14, 2017
Jimmy Lee says there is still room for fundamental research and hand-picked stocks in a market crowded with machines.
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.