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2021
Cheddar, December 02, 2021
As the year comes to a close, Jimmy Lee joined Cheddar to discuss the Omicron variant’s impact on the markets, and what to expect regarding inflation.
Disclosures:
- Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
- Content in this material is for general information only and is not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested directly.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
- Stock investing includes risks, including fluctuating prices and loss of principal.
- Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries, and companies.
- Tracking #: 1-05219752
Fox Business, November 05, 2021
Jimmy Lee reacted to the Fed's dovish view on inflation on 'Mornings with Maria.'
Disclosures:
- Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
- The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. We suggest that you discuss your specific situation with your financial advisor prior to investing.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors.
- Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries, and companies.
- Tracking #: 1-05211187
Yahoo! Finance. October 18, 2021
Jimmy Lee joined Yahoo Finance Live to give an insight on what to expect during the holiday shopping season.
Disclosures:
- Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
- Content in this material is for general information only and is not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested directly.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
- Stock investing includes risks, including fluctuating prices and loss of principal.
- Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries, and companies.
- Tracking #: 1-05203847
Fox Business, September 23, 2021
Jimmy Lee joined Fox Business to discuss inflation, how China is regulating business, and its impact on investors.
Disclosures:
- Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
- The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. We suggest that you discuss your specific situation with your financial advisor prior to investing.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors.
- Tracking #: 1-05194551
TD Ameritrade Network, September 16, 2021
Jimmy Lee joined TD Ameritrade Network to discuss the reflation trade, what to expect from home prices, and more.
Disclosures:
- Securities are offered through LPL Financial, Member FINRA/SIPC. Investment advice is offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
- The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
- Stock investing includes risks, including fluctuating prices and loss of principal.
- Tracking #: 1-05192521
Fox Business, August 20, 2021
Jimmy Lee was on Fox Business to discuss what investors should expect from the market when the Fed decides to tighten monetary policy.
Disclosures:
- Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
- The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. We suggest that you discuss your specific situation with your financial advisor prior to investing.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors.
Cheddar TV, August 13, 2021
Jimmy Lee joined Cheddar TV to discuss inflationary pressures impacting the economy and how the Delta variant is impacting the broader market.
Disclosures:
- Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
- The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. We suggest that you discuss your specific situation with your financial advisor prior to investing.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
- Investing in stock includes numerous specific risks including the fluctuation of dividend, loss of principal, and potential illiquidity of the investment in a falling market.
- All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Fox Business, July 23, 2021
Jimmy Lee joins host Maria Bartiromo to discuss market movement in anticipation of tax hikes.
Disclosures:
- Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
- The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. We suggest that you discuss your specific situation with your financial advisor prior to investing.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- All investing involves risk including loss of principal. No strategy assures success or protects against loss.
CNBC, July 19, 2021
Jimmy Lee shares how treasury inflation-protected securities can provide protection to investors against inflation.
Disclosures:
- This article was prepared by a third party for information purposes only. It is not intended to provide specific advice or recommendations for any individual.
- The economic forecasts set forth in this material may not develop as predicted, and there can be no guarantee that strategies promoted will be successful.
- Investing in stock includes numerous specific risks including the fluctuation of dividends, loss of principal, and potential illiquidity of the investment in a falling market.
- All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Fox Business, July 12, 2021
Jimmy Lee talks to Fox Business about upcoming earnings season and why he’s still bullish on the overall stock market.
Disclosures:
- Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
- Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
- Stock investing includes risks, including fluctuating prices and loss of principal. Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services. LPL Financial doesn’t provide research on individual equities.
- Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
- Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries, and companies.
TD Ameritrade Network, July 8, 2021
Jimmy Lee discusses the guidelines, pros, and cons of barbell investing.
Disclosures:
- Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
- Content in this material is for general information only and is not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.
- Stock and mutual fund investing includes risks, including fluctuating prices and loss of principal. Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
- Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services. LPL Financial doesn’t provide research on individual equities.
- Government bonds and Treasury bills are guaranteed by the US government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value.
- Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries, and companies.
- No strategy assures success or protects against loss.
Yahoo! Finance, June 30, 2021
Jimmy Lee joined hosts Seana Smith and Adam Shapiro at the midpoint of the year, looking ahead to market drivers in the second half of 2021 and beyond.
Disclosures:
- Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
- Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested directly.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful. - Stock investing includes risks, including fluctuating prices and loss of principal.
- The fast price swings in commodities will result in significant volatility in an investor’s holdings. Commodities include increased risks, such as political, economic, and currency instability, and may not be suitable for all investors.
- The Barclay CTA Index is a leading industry benchmark of the representative performance of more than 300 commodity-trading advisors (CTAs). CTAs invest in futures contracts to make leveraged bets on various pieces of the global economy - currencies, energy, bonds and interest rates, stock indices, and agricultural and consumer goods.
- Eagle Asset Management is not affiliated with Wealth Consulting Group or LPL Financial.
Fox Business, June 25, 2021
Jimmy Lee joined “Mornings with Maria” on Fox Business Network to discuss how to invest with the potential passage of President Biden’s infrastructure deal, and the outlook for banks after all 23 firms pass the Fed stress test.
Disclosures:
- Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
- Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
- Stock investing includes risks, including fluctuating prices and loss of principal.
- Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries, and companies.
Cheddar TV, June 24, 2021
Jimmy Lee reacts to the market impact of a bipartisan infrastructure spending deal between Congress and the Biden administration.
Disclosures:
- Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
- The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. We suggest that you discuss your specific situation with your financial advisor prior to investing.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Yahoo! Finance, June 11, 2021
Jimmy Lee encourages investors to view inflation numbers in the context of the recovering U.S. economy and ongoing fiscal and monetary policy.
Bloomberg Radio, June 8, 2021
Jimmy Lee discusses the “laddering” of the globaleconomic recovery from COVID-19, and the potentialheadwinds of supply shock and rising Treasurys.
TD Ameritrade Network, June 4, 2021
Jimmy Lee discusses how to effectively perform proper due diligence and research before allocating capital.
Yahoo! Finance, April 22, 2021
Jimmy Lee discusses opportunities in growth stocks, the importance of diverse portfolios, and the headwinds of a labor market still depending on unemployment benefits.
Bloomberg TV, April 18, 2021
Jimmy Lee talks to hosts Sherry Ahn and Haidi Stroud-Watts about the pickup in U.S. economic activity, the outlook for the stock market, and Federal Reserve monetary policy as inflationary pressures rise.
Yahoo! Finance, January 26, 2021
Jimmy Lee sees changes for the tech sector and a positive year ahead for stocks in his return to Yahoo! Finance Live.
2020
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.
Disclosures:
- The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
- Stock investing includes risks, including fluctuating prices and loss of principal.
- International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors.
- Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.
- There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
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.
Disclosures:
- The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. We suggest that you discuss your specific situation with your financial advisor prior to investing.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
- Investing in stock includes numerous specific risks including the fluctuation of dividend, loss of principal, and potential illiquidity of the investment in a falling market.
- Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- All investing involves risk including loss of principal. No strategy assures success or protects against loss.
TD Ameritrade Network, November 13, 2020
Jimmy Lee discusses the uptick in September's retail sales numbers and his economic outlook ahead of the election.
Disclosures:
- The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. We suggest that you discuss your specific situation with your financial advisor prior to investing.
- The economic forecasts set forth in this material may not develop as predicted, and there can be no guarantee that strategies promoted will be successful.
- Investing in stock includes numerous specific risks, including the fluctuation of dividends, loss of principal, and potential illiquidity of the investment in a falling market.
- Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
- All investing involves risk, including loss of principal. No strategy assures success or protects against loss.
Yahoo! Finance, October 16, 2020
Jimmy Lee discusses the uptick in September's retail sales numbers and his economic outlook ahead of the election.
Disclosures:
- The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. We suggest that you discuss your specific situation with your financial advisor prior to investing.
- The economic forecasts set forth in this material may not develop as predicted, and there can be no guarantee that strategies promoted will be successful.
- Investing in stock includes numerous specific risks, including the fluctuation of dividends, loss of principal, and potential illiquidity of the investment in a falling market.
- Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
- All investing involves risk, including loss of principal. No strategy assures success or protects against loss.
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.
Disclosures:
- The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. The video contains references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group, or LPL Financial.
- The economic forecasts set forth in this material may not develop as predicted, and there can be no guarantee that strategies promoted will be successful.
- Investing involves risk, including loss of principal.
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.
Disclosures:
- The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. We suggest that you discuss your specific situation with your financial advisor prior to investing.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- ETFs trade like stocks, are subject to investment risk, fluctuate in market value, and may trade at prices above or below the ETF's net asset value (NAV).
- Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
- Because of their narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- The S&P 500 Index is a capitalization weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.
- All investing involves risk including loss of principal. No strategy assures success or protects against loss.
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.
Disclosures:
- The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. We suggest that you discuss your specific situation with your financial advisor prior to investing.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market. The prices of small and mid-cap stocks are generally more volatile than large cap stocks.
- Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.
- The fast price swings in commodities and currencies will result in significant volatility in an investor’s holdings.
- Precious metal investing involves greater fluctuation and potential for losses.
- Because of their narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors.
- Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
- There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
- The Standard & Poor’s 500 Index is a capitalization weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.
- The NASDAQ Composite Index measures all NASDAQ domestic and non-U.S. based common stocks listed on The NASDAQ Stock Market. The market value, the last sale price multiplied by total shares outstanding, is calculated throughout the trading day, and is related to the total value of the Index.
- All investing involves risk including loss of principal. No strategy assures success or protects against loss.
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.
Disclosures:
- This article was prepared by a third party for information purposes only. It is not intended to provide specific advice or recommendations for any individual.
- The economic forecasts set forth in this material may not develop as predicted, and there can be no guarantee that strategies promoted will be successful.
- Investing in stock includes numerous specific risks including the fluctuation of dividends, loss of principal, and potential illiquidity of the investment in a falling market.
- LPL Financial does not provide research on individual equities. Information regarding individual equities is for educational purposes only and is not an indication of trading intent or a solicitation.
- The Standard & Poor’s 500 Index is a capitalization-weighted index of 500 stocks designed to measure the performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.
- The NASDAQ Composite Index measures all NASDAQ domestic and non-U.S. based common stocks listed on The NASDAQ Stock Market. The market value, the last sale price multiplied by total shares outstanding, is calculated throughout the trading day and is related to the total value of the Index.
- The Dow Jones Industrial Average is comprised of 30 stocks that are major factors in their industries and are widely held by individuals and institutional investors.
- All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
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.
Disclosures:
- The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. We suggest that you discuss your specific situation with your financial advisor prior to investing.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- An investment in Exchange Traded Funds (ETFs) involves risks such as not diversified, price volatility, competitive industry pressure, international political and economic developments, possible trading halts, and index tracking errors. ETFs concentrating in specific industries are subject to higher risks and volatility than those that invest more broadly.
- Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
- There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
- The S&P 500 Index is a capitalization weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.
- Investing involves risk including loss of principal. No strategy assures success or protects against loss.
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.
Disclosures:
- The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. We suggest that you discuss your specific situation with your financial advisor prior to investing. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful. Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market. Investing involves risk including loss of principal. No strategy assures success or protects against loss.
- ETFs trade like stocks, are subject to investment risk, fluctuate in market value, and may trade at prices above or below the ETF's net asset value (NAV).
- Because of their narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
- International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
- The fast price swings in commodities and currency will result in significant volatility in an investor’s holdings.
- The S&P 500 Index is a capitalization weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.
- The NASDAQ Composite Index measures all NASDAQ domestic and non-U.S. based common stocks listed on The NASDAQ Stock Market. The market value, the last sale price multiplied by total shares outstanding, is calculated throughout the trading day, and is related to the total value of the Index.
Yahoo! Finance, August 6, 2020
Jimmy Lee examines potential buying opportunities and shares an optimistic outlook amid pandemic-and election-fueled volatility.
Disclosures:
- The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. We suggest that you discuss your specific situation with your financial advisor prior to investing.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- An investment in Exchange Traded Funds (ETFs) involves risks such as not diversified, price volatility, competitive industry pressure, international political and economic developments, possible trading halts, and index tracking errors. ETFs concentrating in specific industries are subject to higher risks and volatility than those that invest more broadly.
- International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets
- Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- The fast price swings in commodities and currencies will result in significant volatility in an investor’s holdings.
- The Standard & Poor’s 500 Index is a capitalization weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.
- The NASDAQ Composite Index measures all NASDAQ domestic and non-U.S. based common stocks listed on The NASDAQ Stock Market. The market value, the last sale price multiplied by total shares outstanding, is calculated throughout the trading day, and is related to the total value of the Index.
- All investing involves risk including loss of principal. No strategy assures success or protects against loss.
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.
Disclosures:
- The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
- Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- Investing involves risk including loss of principal. No strategy assures success or protects against loss.
TD Ameritrade Network, July 10, 2020
Jimmy Lee discusses his overall optimism about the road ahead despite a turbulent week for the markets.
Disclosures:
- The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- The prices of small cap stocks are generally more volatile than large cap stocks.
- Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
- International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
- There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
- Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Yahoo! Finance, June 26, 2020
Jimmy Lee discusses his overall optimism about the road ahead despite a turbulent week for the markets.
Disclosures:
- The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. We suggest that you discuss your specific situation with your financial advisor prior to investing.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
- Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- An Environmental, Social and Governance (ESG) fund’s policy could cause it to perform differently compared to funds that do not have such a policy.
- Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.
- All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Reuters, June 15, 2020
Jimmy Lee speaks on the recent spike in coronavirus cases as reopening efforts continue and what this means for investors.
Disclosures:
- This article was prepared by a third party for information purposes only. It is not intended to provide specific advice or recommendations for any individual. It contains references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group or LPL Financial.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
- All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
- Because of their narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- The S&P 500 Financials comprises those companies included in the S&P 500 that are classified as members of the GICS financials sector.
- The S&P 500 Banking index comprises those companies included in the S&P 500 that are classified as members of the GICS banking sector.
- The Dow Jones Industrial Average is comprised of 30 stocks that are major factors in their industries and widely held by individuals and institutional investors.
- The S&P 500 500 Index is a capitalization weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.
- The NASDAQ Composite Index measures all NASDAQ domestic and non-U.S. based common stocks listed on The NASDAQ Stock Market. The market value, the last sale price multiplied by total shares outstanding, is calculated throughout the trading day, and is related to the total value of the Index.
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.
Disclosures:
- The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. We suggest that you discuss your specific situation with your financial advisor prior to investing.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
- Because of their narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.
- The CBOE Volatility Index® (VIX®) is meant to be forward looking, showing the market's expectation of 30-day volatility in either direction, and is considered by many to be a barometer of investor sentiment and market volatility, commonly referred to as “Investor Fear Gauge”.
- All investing involves risk including loss of principal. No strategy assures success or protects against loss.
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.
Disclosures:
- The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Yahoo! Finance, May 18, 2020
Jimmy Lee joins Seana Smith on The Ticker to contextualize a market soaring on optimistic news from vaccine researchers.
Disclosures:
- The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. Indexes are unmanaged statistical composites and cannot be invested into directly. All performance referenced is historical and is no guarantee of future results.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
- Municipal bonds are subject to availability and change in price. They are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise. Interest income may be subject to the alternative minimum tax. Municipal bonds are federally tax-free but other state and local taxes may apply. If sold prior to maturity, capital gains tax could apply.
- Because of their narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- The S&P 500 Index is a capitalization weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.
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.
Disclosures:
- The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. Any economic forecasts set forth may not develop as predicted and are subject to change.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
- Because of their narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.
- This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
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.
Disclosures:
- The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. We suggest that you discuss your specific situation with your financial advisor prior to investing. The video contains references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group or LPL Financial.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs.
- This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
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.
Disclosures:
- This article was prepared by a third party for information purposes only. It is not intended to provide specific advice or recommendations for any individual. It contains references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group or LPL Financial.
- Any economic forecasts set forth may not develop as predicted and are subject to change.
Newsweek, March 19, 2020
Jimmy Lee highlights investing opportunities during historic market turbulence.
Disclosures:
- This article was prepared by a third party for information purposes only. It is not intended to provide specific advice or recommendations for any individual. It contains references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group or LPL Financial.
- Any economic forecasts set forth may not develop as predicted and are subject to change. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- No strategy assures success or protects against loss.
- The S&P 500 Index is a capitalization weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.
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.
Disclosures:
- The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. Any economic forecasts set forth may not develop as predicted and are subject to change. All performance referenced is historical and is no guarantee of future results.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs.
- This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
RIA Intel, March 16, 2020
Jimmy Lee discusses summer internship and continuity plans as the coronavirus outbreak worsens.
Disclosures:
- This article was prepared by a third party for information purposes only. It contains references to individuals and entities that are not affiliated with The Wealth Consulting Group, WCG Wealth Advisors or LPL Financial.
USA Today, March 12, 2020
Jimmy Lee offers tips on protecting your investment portfolio during a down market.
Disclosures:
- This article was prepared by a third party for information purposes only. It is not intended to provide specific advice or recommendations for any individual. It contains references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group or LPL Financial.
- All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. We suggest that you discuss your specific situation with your financial advisor prior to investing.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- Investing in mutual funds involves risk, including possible loss of principal. Investing in mutual funds involves risk, including possible loss of principal.
- An investment in ETFs involves risks such as not diversified, price volatility, competitive industry pressure, international political and economic developments, possible trading halts, and index tracking errors.
- The Dow Jones Industrial Average is comprised of 30 stocks that are major factors in their industries and widely held by individuals and institutional investors.
- Dollar cost averaging involves continuous investment in securities regardless of fluctuation in price levels of such securities. An investor should consider their ability to continue purchasing through fluctuating price levels. Such a plan does not assure a profit and does not protect against loss in declining markets.
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.
Disclosures:
- This video was prepared by a third party. It contains references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group or LPL Financial.
- The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
- Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- The Dow Jones Industrial Average is comprised of 30 stocks that are major factors in their industries and widely held by individuals and institutional investors.
- Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Yahoo! Finance, February 27, 2020
Jimmy Lee urges a calm response to the week’s historic market drop.
Disclosures:
- The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
- Government bonds and Treasury bills are guaranteed by the US government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value.
- Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- Investing involves risk including loss of principal. No strategy assures success or protects against loss.
CNBC Power Lunch, January 30, 2020
Jimmy Lee urges investors against panic amid reports of the coronavirus impact.
Disclosures:
- The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- The payment of dividends is not guaranteed. Companies may reduce or eliminate the payment of dividends at any given time.
- Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
- An investment in a money market fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although a money market fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in a money market fund.
- Investing in mutual funds involves risk, including possible loss of principal.
- Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
- Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- Internal investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
- There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
- Investing involves risk including loss of principal. No strategy assures success or protect against loss.
Fortune, January 10, 2020
Jimmy Lee shares his optimistic outlook for the market in 2020.
Disclosures:
- The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- The Dow Jones Industrial Average is comprised of 30 stocks that are major factors in their industries and widely held by individuals and institutional investors.
- The S&P 500 Index is a capitalization weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.
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.
Disclosures:
- The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
- Investing in stock includes numerous specific risks including the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
- An investment in a money market fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although a money market fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in a money market fund.
- Investing in mutual funds involves risk, including possible loss of principal.
- An investment in ETFs involves risks such as not being diversified, price volatility, competitive industry pressure international political and economic developments, possible trading halts, and index tracking errors.
- Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.
- The CBOE Volatility Index® (VIX®) is meant to be forward looking, showing the market’s expectation of 30-day volatility in either direction and is considered by many to be a barometer od investor sentiment and market volatility, commonly referred to as “Investor Fear Gauge”.
- Investing involves risk including loss of principal. No strategy assures success or protects against loss.
2019
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.
Disclosures:
- The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- The payment of dividends is not guaranteed. Companies may reduce or eliminate the payment of dividends at any given time.
- Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
- An investment in a money market fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although a money market fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in a money market fund.
- Investing in mutual funds involves risk, including possible loss of principal.
- Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
- Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- Internal investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
- There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
- Investing involves risk including loss of principal. No strategy assures success or protect against loss.
Barron’s Penta, December 16, 2019
Jimmy Lee discusses charitable lead annuity trusts and their role in a low interest rate environment.
Disclosures:
- The information in this article is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific issues with a qualified tax or legal advisor. This article contains references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group or LPL Financial.
- All examples provided are hypothetical and are not representative of any specific situation. Your results will vary. The hypothetical rates of return used do not reflect the deduction of fees and charges inherent to investing.
- LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
USA Today, December 12, 2019
Jimmy Lee explains the market surging as investors hope for a trade deal with China.
Disclosures:
- The opinions voiced in the article are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. We suggest that you discuss your specific situation with your financial advisor prior to investing.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- Government bonds and Treasury bills are guaranteed by the US government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value.
- Precious metal investing involves greater fluctuation and potential for losses.
- Investing in Real Estate Investment Trusts (REITs) involves special risks such as potential illiquidity and may not be suitable for all investors.
- Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- The Dow Jones Industrial Average is comprised of 30 stocks that are major factors in their industries and widely held by individuals and institutional investors.
- The S&P 500 Index is a capitalization weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.
- The NASDAQ Composite Index measures all NASDAQ domestic and non-U.S. based common stocks listed on The NASDAQ Stock Market. The market value, the last sale price multiplied by total shares outstanding, is calculated throughout the trading day, and is related to the total value of the Index.
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.
Disclosures:
- The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. We suggest that you discuss your specific situation with your financial advisor prior to investing.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- All investing involves risk including loss of principal. No strategy assures success or protects against loss.
- Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
Yahoo! Finance, November 22, 2019
Jimmy Lee analyzes the market as the U.S. approaches a phase 1 trade deal with China.
Disclosures:
- The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
- There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
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.
Disclosures:
- The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- The payment of dividends is not guaranteed. Companies may reduce or eliminate the payment of dividends at any given time.
- Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
- An investment in a money market fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although a money market fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in a money market fund.
- Investing in mutual funds involves risk, including possible loss of principal.
- Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
- Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- Internal investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
- There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
- Investing involves risk including loss of principal. No strategy assures success or protect against loss.
TD Ameritrade Network, October 14, 2019
Jimmy Lee joins TD Ameritrade Network to discuss ongoing trade negotiations and what this means for the investor.
Disclosures:
- The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
- Investing in stock includes numerous specific risks including the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
- The S&P 500 Index is a capitalization weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.
- There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
- All investing involves risk including loss of principal. No strategy assures success or protects against loss.
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.
Disclosures:
- This article was prepared by a third party for information purposes only. It is not intended to provide specific advice or recommendations for any individual. It contains references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group or LPL Financial.
- Tax services are not offered by WCG Wealth Advisors, The Wealth Consulting Group, LPL Financial or affiliated advisors. We suggest that you discuss your specific situation with a qualified tax advisor.
Yahoo! Finance, October 1, 2019
Jimmy Lee reacts as the ISM manufacturing index hits its lowest level since 2009.
Disclosures:
- This video was prepared by a third party. It contains references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group or LPL Financial.
- The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
- Investing in stock includes numerous specific risks including the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
- The S&P 500 Index is a capitalization weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.
- All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Yahoo! Finance, August 6, 2019
Jimmy Lee joins Yahoo! Finance to discuss market volatility and portfolio distribution in a time of uncertainty.
Disclosures:
- The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
- Investing in stock includes numerous specific risks including the fluctuation of dividend, loss of principal and potential
- The payment of dividends is not guaranteed. Companies may reduce or eliminate the payment of dividends at any given time.
- Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
- There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
- All investing involves risk including loss of principal. No strategy assures success or protects against loss.
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.
Disclosures:
- The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful. of the investment in a falling market.illiquidityInvesting in stock includes numerous specific risks including the fluctuation of dividend, loss of principal and potential
- Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
- There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
- All investing involves risk including loss of principal. No strategy assures success or protects against loss.
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.
Disclosures:
- The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
- of the investment in a falling market.illiquidityInvesting in stock includes numerous specific risks including the fluctuation of dividend, loss of principal and potential
- The payment of dividends is no guaranteed. Companies may reduce or eliminate the payment of dividends at any given time.
- Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
- Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
- There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
- All investing involves risk including loss of principal. No strategy assures success or protects against loss.
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.
Disclosures:
- This video was prepared by a third party. It may contain references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group or LPL Financial.
- The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
- Investing in stock includes numerous specific risks including the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
- Dollar cost averaging involves continuous investment in securities regardless of fluctuation in price levels of such securities. An investor should consider their ability to continue purchasing through fluctuating price levels. Such a plan does not assure a profit and does not protect against loss in declining markets.
- There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
- All investing involves risk including loss of principal. No strategy assures success or protects against loss.
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.
Disclosures:
- The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
- Investing in stock includes numerous specific risks including the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- Government bonds and Treasury bills are guaranteed by the US government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value.
- Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
- Dollar cost averaging involves continuous investment in securities regardless of fluctuation in price levels of such securities. An investor should consider their ability to continue purchasing through fluctuating price levels. Such a plan does not assure a profit and does not protect against loss in declining markets.
- There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
- All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Yahoo Finance, May 6, 2019
Jimmy Lee shares his perspective on the market as trade war rhetoric sharpens and volatility surges anew.
Disclosures:
- The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. We suggest that you discuss your specific situation with your financial advisor prior to investing.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
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.
Disclosures:
- This article was prepared by a third party for information purposes only. It contains only general descriptions and is not a solicitation to sell any insurance product or security, nor is it not intended to provide specific tax, legal, investment advice or recommendations for any individual. It contains references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group, Pau & Tran Wealth Management or LPL Financial.
- For information about specific insurance needs or situations consult an insurance professional. You may also visit your state’s insurance department for more information.
- Riders are additional guarantee options that are available to an annuity or life insurance contract holder. While some riders are part of an existing contract, many others may carry additional fees, charges and restrictions, and the policy holder should review their contract carefully before purchasing. Guarantees are based on the claims paying ability of the issuing insurance company.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
- Dollar cost averaging involves continuous investment in securities regardless of fluctuation in price levels of such securities. An investor should consider their ability to continue purchasing through fluctuating price levels. Such a plan does not assure a profit and does not protect against loss in declining markets.
- There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Yahoo Finance, April 17, 2019
Jimmy Lee examines how political developments may affect the healthcare sector, and discusses the ongoing battle between streaming services.
Disclosures:
- The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. We suggest that you discuss your specific situation with your financial advisor prior to investing.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
- All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Yahoo Finance, March 29, 2019
Jimmy Lee cautions against chasing returns, especially with high-flying IPOs.
Disclosures:
- The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
- Investing in stock includes numerous specific risks including the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- An Environmental, Social and Governance (ESG) fund’s policy could cause it to perform differently compared to funds that do not have such a policy.
TD Ameritrade Network, March 7, 2019
Jimmy Lee discusses how the ECB decision boosts bond proxy stocks.
Disclosures:
- Content was prepared by a third party for information purposes only. It is not intended to provide specific advice or recommendations for any individual. It contains references to individuals or entities that are not affiliated with The Wealth Consulting Group, WCG Wealth Advisors or LPL Financial.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
- Because of their narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Fox Business, February 18, 2019
Jimmy Lee joined Cavuto: Coast to Coast on President’s Day to share his market insights.
Disclosures:
- The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
- Investing in stock includes numerous specific risks including the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
- Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
- Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Yahoo Finance, February 1, 2019
Jimmy Lee looks ahead to 2019 after a blowout January in the stock market.
Disclosures:
- The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. We suggest that you discuss your specific situation with your financial advisor prior to investing.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- The payment of dividends is not guaranteed. Companies may reduce or eliminate the payment of dividends at any given time.
- Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
- Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- Investing in real estate involves special risks such as potential illiquidity and may not be suitable for all investors.
- Dollar cost averaging involves continuous investment in securities regardless of fluctuation in price levels of such securities. An investor should consider their ability to continue purchasing through fluctuating price levels. Such a plan does not assure a profit and does not protect against loss in declining markets.
- There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
- The S&P 500 Index is a capitalization weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.
- All investing involves risk including loss of principal. No strategy assures success or protects against loss.
TD Ameritrade Network, January 17, 2019
Jimmy Lee talks about growth expectations and risk tolerance for 2019.
Disclosures:
- The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. We suggest that you discuss your specific situation with your financial advisor prior to investing.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- Because of their narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
- The S&P 500 Index is a capitalization weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.
- WCG Wealth Advisors, The Wealth Consulting Group and LPL Financial do not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.
- All investing involves risk including loss of principal. No strategy assures success or protects against loss.
TD Ameritrade Network, January 11, 2019
Mark Senseman discusses defensive investing strategies ahead of the apparent volatility of 2019.
Disclosures:
- The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. We suggest that you discuss your specific situation with your financial advisor prior to investing.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- High yield/junk bonds (grade BB or below) are not investment grade securities, and are subject to higher interest rate, credit, and liquidity risks than those graded BBB and above. They generally should be part of a diversified portfolio for sophisticated investors.
- An investment in ETFs involves risks such as not being diversified, price volatility, competitive industry pressure, international political and economic developments, possible trading halts, and index tracking errors.
- International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
- All investing involves risk including loss of principal. No strategy assures success or protects against loss.
2018
Wall Street Journal, December 26, 2018
Jimmy Lee urges investors to take on diversified equity portfolios in the face of a wildly fluctuating market.
Disclosures:
- The opinions voiced in this material is for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. We suggest that you discuss your specific situation with your financial advisor prior to investing. The article contains references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group or LPL Financial.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- The payment of dividends is not guaranteed. Companies may reduce or eliminate the payment of dividends at any given time.
- Government bonds and Treasury bills are guaranteed by the US government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value.
- Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- The fast price swings in commodities and currencies will result in significant volatility in an investor’s holdings.
- The Dow Jones Industrial Average is comprised of 30 stocks that are major factors in their industries and widely held by individuals and institutional investors.
- The S&P 500 Index is a capitalization weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.
- The NASDAQ Composite Index measures all NASDAQ domestic and non-U.S. based common stocks listed on The NASDAQ Stock Market. The market value, the last sale price multiplied by total shares outstanding, is calculated throughout the trading day, and is related to the total value of the Index.
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.
Disclosures:
- This video was prepared by a third party. It contains references to individuals and entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group or LPL Financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
- All performance referenced is historical and is no guarantee of future results.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
- Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Yahoo Finance, December 27, 2018
Jimmy Lee discusses the sell-off after the Dow’s historic rally.
Disclosures:
- This article was prepared by a third party for information purposes only. It is not intended to provide specific advice or recommendations for any individual.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
- Because of their narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- The payment of dividends is not guaranteed. Companies may reduce or eliminate the payment of dividends at any given time.
- Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
- Government bonds and Treasury bills are guaranteed by the US government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value.
USA Today, December 26, 2018
Jimmy Lee breaks down the Dow’s record-setting 1,000-point reversal.
Disclosures:
- This article was prepared by a third party for information purposes only. It is not intended to provide specific advice or recommendations for any individual. It contains references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group or LPL Financial.
- All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
USA Today, December 24, 2018
Jimmy Lee explains the market turmoil at the end of 2018.
Disclosures:
- This article was prepared by a third party for information purposes only. It is not intended to provide specific advice or recommendations for any individual. It contains references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group or LPL Financial.
- All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk including loss of principal.
Yahoo Finance, December 10, 2018
Jimmy Lee discusses the roller-coaster market and his outlook for EOY 2018 and beyond.
Disclosures:
- This video was prepared by a third party. It contains references to individuals and entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group or LPL Financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
- All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market. Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Citywire RIA, December 04, 2018
Jimmy Lee talks about serving smaller clients profitably with a pilot subscription service
Disclosures:
- This article was prepared by a third party for information purposes only. It contains references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group or LPL Financial.
Yahoo Finance, November 21, 2018
Jimmy Lee discusses the bounce back from the Thanksgiving week sell-off.
Disclosures:
- This video was prepared by a third party. It contains references to individuals and entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group or LPL Financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
- All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market. Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
CNBC, November 9, 2018
Jimmy Lee encourages investors to see recent corrections as buying opportunities if the fundamentals of the economy are still sound.
Disclosures:
- This video was prepared by a third party. It contains references to individuals and entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group or LPL Financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
- All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market. Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
InvestmentNews, October 31, 2018
Jimmy Lee encourages investors to see recent corrections as buying opportunities if the fundamentals of the economy are still sound.
Disclosures:
- This article was prepared by a third party for information purposes only.
- 2018 Excellence in Diversity & Inclusion Award based on nominations by a committee of InvestmentNews representatives and judges from the advice business. For advisory firm awards, nominees must be registered investment advisory firms, independent broker-dealer affiliates, or branch offices of a wirehouse, insurance firm, or brokerage, and have fostered diversity and inclusion within their own firms, among clients, or within the financial advice industry as a whole.
Fox Business, October 12, 2018
Jimmy Lee joins FBN with Harry Dent to talk about the buying opportunities presented by the market pullback.
Disclosures:
- This video was prepared by a third party. It may contain references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group or LPL Financial.
- The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market. Bonds are subject to market and interest rate risk if sold prior to maturity.
- Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
- The fast price swings in commodities will result in significant volatility in an investor’s holdings.
- Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
- Investing involves risk including loss of principal. No strategy assures success or protects against loss.
ThinkAdvisor, October 9, 2018
Jimmy Lee and Marlo Stil tout the advantages of The Wealth Consulting Group’s diverse workforce in this feature article.
Disclosures:
- This article was prepared by a third party and is provided for informational purposes only. It contains references to individuals or entities that are not affiliated with LPL Financial, WCG Wealth Advisors, or The Wealth Consulting Group.
TD Ameritrade Network, September 27, 2018
Mark Senseman advises a more selective approach when hunting for winners in the tech sector.
Disclosures:
- The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a failing market.
- Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors.
- All investing involves risk including loss of principal. No strategy assures success or protects against loss.
MarketWatch, September 4, 2018
Mark Senseman discusses record stock performance in the context of heightened autumn volatility.
Disclosures:
- This article was prepared by a third party for information purposes only. It is not intended to provide specific advice or recommendations for any individual. It contains references to individuals or entities that are not affiliated with WCG Wealth Advisors, LLC, The Wealth Consulting Group or LPL Financial. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful. Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- The payment of dividends is not guaranteed. Companies may reduce or eliminate the payment of dividends at any given time. Bonds are subject to market and interest rate risk if sold prior to maturity.
- Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
- Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
- The NASDAQ Composite Index measures all NASDAQ domestic and non-U.S. based common stocks listed on The NASDAQ Stock Market. The market value, the last sale price multiplied by total shares outstanding, is calculated throughout the trading day, and is related to the total value of the Index.
- The Shanghai Composite Index is a stock market index of all stocks that are traded at the Shanghai Stock Exchange.
- The Stoxx Europe 600 is a stock index of European stocks designed by STOXX Ltd.
- The Hong Kong Hang Seng is a free float-adjusted market capitalization-weighted stock market index used to record and monitor daily changes of the largest companies of the Hong Kong stock market and is the main indicator of the overall market performance in Hong Kong.
Reuters, August 8, 2018
Jimmy Lee focuses on the underlying sentiments of the market over short-term trade war noise.
Disclosures:
- This article was prepared by a third party for information purposes only. It is not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- The S&P 500 Index is a capitalization weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.
- The NASDAQ Composite Index measures all NASDAQ domestic and non-U.S. based common stocks listed on The NASDAQ Stock Market. The market value, the last sale price multiplied by total shares outstanding, is calculated throughout the trading day, and is related to the total value of the Index.
- The Dow Jones Industrial Average is comprised of 30 stocks that are major factors in their industries and widely held by individuals and institutional investors.
TD Ameritrade Network, August 2, 2018
Mark Senseman puts earnings and tech sector performance into market perspective.
Disclosures:
- The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
- International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors.
- The S&P 500 Index is a capitalization weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.
- The NASDAQ Composite Index measures all NASDAQ domestic and non-U.S. based common stocks listed on The NASDAQ Stock Market. The market value, the last sale price multiplied by total shares outstanding, is calculated throughout the trading day, and is related to the total value of the Index.
- Investing involves risk including loss of principal. No strategy assures success or protects against loss.
CNBC, July 31, 2018
Jimmy Lee discusses the possibility of market rotation, the state of the economy and FAANG turbulence.
Disclosures:
- The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. We suggest that you discuss your specific situation with your financial advisor prior to investing. The video contains references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group or LPL Financial.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- The prices of small cap stocks are generally more volatile than large cap stocks.
- Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
- All investing involves risk including loss of principal. No strategy assures success or protects against loss.
CNBC, July 10, 2018
Jimmy Lee discusses the tech sector’s market dominance and the value of diversifying assets.
Disclosures:
- The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. We suggest that you discuss your specific situation with your financial advisor prior to investing. The video contains references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group or LPL Financial.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
- Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- The fast price swings in currencies will result in significant volatility in an investor’s holdings. An investment in ETFs involves risks such as not being diversified, price volatility, competitive industry pressure, international political and economic developments, possible trading halts, and index tracking errors.
- Investing in mutual funds involves risk, including possible loss of principal.
- Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs.
- All investing involves risk including loss of principal. No strategy assures success or protects against loss.
- The S&P 500 Index is a capitalization weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.
- The Russell 2000 Index is an unmanaged index generally representative of the 2,000 smallest companies in the Russell 3000 index, which represents approximately 10% of the total market capitalization of the Russell 3000 Index.
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.
Disclosures:
- This video was prepared by a third party. It may contain references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group or LPL Financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
- The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful. Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
- The payment of dividends is not guaranteed. Companies may reduce or eliminate the payment of dividends at any given time. Bonds are subject to market and interest rate risk if sold prior to maturity.
- Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
- Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
- Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
- Investing involves risk including loss of principal. No strategy assures success or protects against loss.
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.
Disclosures:
- This article was prepared by a third party for information purposes only. It is not intended to provide specific advice or recommendations for any individual. It contains references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group or LPL Financial.
- This material contains only general descriptions and is not a solicitation to sell any insurance product or security, nor is it intended as any financial or tax advice. For information about specific insurance needs or situations, contact your insurance agent. If you need more information or would like personal advice you should consult an insurance professional. You may also visit your state’s insurance department for more information.
- Annuities are long-term, tax-deferred investment vehicles designed for retirement purposes. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Withdrawals made prior to age 59 ½ are subject to 10% IRS penalty tax. Surrender charges apply.
- Riders are additional guarantee options that are available to an annuity or life insurance contract holder. While some riders are part of an existing contract, many others may carry additional fees, charges and restrictions, and the policy holder should review their contract carefully before purchasing.
- Guarantees are based on the claims paying ability of the issuing insurance company.
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.
Disclosure:
This article was prepared by a third party for information purposes only. It is not intended to provide specific advice or recommendations for any individual. It contains references to individuals or entities that are not affiliated with WCG Wealth Advisors, LLC, The Wealth Consulting Group or LPL Financial.
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.
Disclosure:
This video was prepared by a third party. It may contain references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group or LPL Financial.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market. Bonds are subject to market and interest rate risk if sold prior to maturity.
Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
The fast price swings in commodities will result in significant volatility in an investor’s holdings.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
TDA Network, April 5, 2018
Jimmy Lee puts trade war fears and market volatility into context, urging investors to take the long view.
Disclosure:
This video was prepared by a third party. It may contain references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group or LPL Financial.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market. Bonds are subject to market and interest rate risk if sold prior to maturity.
Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
The fast price swings in commodities will result in significant volatility in an investor’s holdings.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
InvestmentNews, March 1, 2018
After a market tumble and renewed volatility, Jimmy Lee says timely communication with clients has helped avoid panic.
Disclosure:
Investors should consider the investment objectives, risks, charges and expenses of the Exchange Traded Fund carefully before investing. The prospectus and, if available, the summary prospectus contain this and other important information about the Exchange Traded Fund. You can obtain a prospectus and summary prospectus from your financial representative. Read carefully before investing.
This article was prepared by a third party for information purposes only. It is not intended to provide specific advice or recommendations for any individual. It contains references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group or LPL Financial.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market. The prices of small and mid-cap stocks are generally more volatile than large cap stocks.
An investment in ETFs involves additional risks such as not diversified, price volatility, competitive industry pressure, international political and economic developments, possible trading halts, and index tracking errors.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
Government bonds and Treasury bills are guaranteed by the US government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
TDA Network, February 21, 2018
Jimmy Lee reacts to the Treasury dip following the Fed minutes.
Disclosure:
This video was prepared by a third party. It may contain references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group or LPL Financial.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
The S&P 500 Index is a capitalization weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
Government bonds and Treasury bills are guaranteed by the US government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses. Investing involves risk including loss of principal. No strategy assures success or protects against loss.
WCG Wealth Advisors, The Wealth Consulting Group and LPL Financial do not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.
Fox Business, February 19, 2018
Jimmy Lee shares his sector recommendations for a ‘Presidents Day portfolio.
Disclosure: The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
Fox Business, February 9, 2018
Jimmy Lee discussed the sudden return of market volatility after the market drop.
Disclosure: This video was prepared by a third party. It may contain references to individuals or entities that are not affiliated with WCG Wealth Advisors, LLC, The Wealth Consulting Group or LPL Financial.
Financial Planning, February 6, 2018
Jimmy Lee talks about the strengths of human advisors after the robos went dark during the market drop.
Disclosure: This content was prepared by a third party. It may contain references to individuals or entities that are not affiliated with WCG Wealth Advisors, LLC, The Wealth Consulting Group or LPL Financial.
TDA Network, January 30, 2018
Jimmy Lee says the market climate is favorable for active investing strategies.
Disclosure: This video was prepared by a third party. It may contain references to individuals or entities that are not affiliated with WCG Wealth Advisors, LLC, The Wealth Consulting Group or LPL Financial.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
Government bonds and Treasury bills are guaranteed by the US government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value.
The fast price swings in commodities and currencies will result in significant volatility in an investor’s holdings.
Investing in real estate and Real Estate Investment Trusts (REITs) involves special risks such as potential illiquidity and may not be suitable for all investors.
Investing in mutual funds involves risk, including possible loss of principal.
An investment in Exchange Traded Funds (ETFs) involves risks such as not diversified, price volatility, competitive industry pressure, international political and economic developments, possible trading halts, and index tracking errors. ETFs concentrating in specific industries are subject to higher risks and volatility than those that invest more broadly.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
WCG Wealth Advisors, LLC, The Wealth Consulting Group and LPL Financial do not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.
**Important Note: The claim that the “number one reason why investors underperform is to panic when the market is volatile” is supported by numerous academic studies, including DALBAR’S Quantitative Analysis of Investor Behavior (QAIB) study. Originally conducted by DALBAR, Inc. in 1994, the QAIB examines real investor returns from equity, fixed income and money market mutual funds and measures how mutual fund investors’ behavior affects the returns they actually earn.
Investors should consider the investment objectives, risks, charges and expenses of an investment company carefully before investing. The prospectus and, if available, the summary prospectus contain this and other important information about the investment company. You can obtain a prospectus and summary prospectus from your financial representative. Read carefully before investing.
TDA Network, January 9, 2018
Jimmy Lee talks about possible inflation and the return of volatility later in 2018.
Disclosure: This video was prepared by a third party. It may contain references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group or LPL Financial.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful. The NASDAQ Composite Index measures all NASDAQ domestic and non-U.S. based common stocks listed on The NASDAQ Stock Market. The market value, the last sale price multiplied by total shares outstanding, is calculated throughout the trading day, and is related to the total value of the Index.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
The payment of dividends is not guaranteed. Companies may reduce or eliminate the payment of dividends at any given time.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
Government bonds and Treasury bills are guaranteed by the US government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value.
The fast price swings in commodities will result in significant volatility in an investor’s holdings.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
WCG Wealth Advisors, LLC, The Wealth Consulting Group and LPL Financial do not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.
2017
MarketWatch, December 15 2017
Jimmy Lee offers advice on how to invest an inheritance of $300,000.
Disclosure: This article was prepared by a third party for information purposes only. It is not intended to provide specific advice or recommendations for any individual. It contains references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group or LPL Financial.
Investing in mutual funds involves risk, including possible loss of principal.
An investment in a money market fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although a money market fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in a money market fund
Fixed annuities are long-term investment vehicles designed for retirement purposes. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 ½ are subject to a 10% IRS penalty tax and surrender charges may apply.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price..
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Investors should consider the investment objectives, risks, charges and expenses of the investment company carefully before investing. The prospectus and, if available, the summary prospectus contain this and other important information about the investment company. You can obtain a prospectus and summary prospectus from your financial representative. Read carefully before investing.
Fox Business, November 17, 2017
Jimmy Lee talked about the market’s room to run as tax reform advances.
Disclosure: The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Because of their narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
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.
Disclosure: The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
The return on Social Responsible Investments (SRI) may be lower than if the adviser made decisions based solely on investment considerations.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
Wall Street Journal, November 5, 2017
Beth Walker talks about how financial aid interacts with 529s. Appeared in print edition.
Disclosure: This article was prepared by a third party for information purposes only. It is not intended to provide specific advice or recommendations for any individual. It contains references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group or LPL Financial.
Prior to investing in a 529 Plan investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state's qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.
The Roth IRA offers tax deferral on any earnings in the account. Withdrawals from the account may be tax free, as long as they are considered qualified. Limitations and restrictions may apply. Withdrawals prior to age 59 ½ or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Future tax laws can change at any time and may impact the benefits of Roth IRAs. Their tax treatment may change.
Financial Advisor IQ, October 24, 2017
Jimmy Lee talks about opportunities for wealth managers as wealth distribution changes.
Disclosure: This article was prepared by a third party for information purposes only. It is not intended to provide specific advice or recommendations for any individual. It contains references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group or LPL Financial.
Fund Action, October 16, 2017
Marlo Stil discuss ESG & State Street
Disclosure: This article was prepared by a third party for information purposes only. It is not intended to provide specific advice or recommendations for any individual. It contains references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group or LPL Financial.
An investment in ETFs involves risks such as non-diversification, price volatility, competitive industry pressure, international political and economic developments, possible trading halts, and index tracking errors.
Investors should consider the investment objectives, risks, charges and expenses of the Exchange Traded Fund carefully before investing. The prospectus and, if available, the summary prospectus contain this and other important information about the Exchange Traded Fund. You can obtain a prospectus and summary prospectus from your financial representative. Read carefully before investing.
FA Magazine, September 15, 2017
Jimmy Lee talks about rehiring former employees.
Disclosure: This article was prepared by a third party for information purposes only. It contains references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group or LPL Financial.
Fox Business, August 30, 2017
Jimmy Lee is quoted in a link roundup including his WSJ profile.
This article was prepared by a third party for information purposes only. It contains references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group or LPL Financial.
U.S. News & World Report, August 25, 2017
Jimmy Lee talks about risks to consider when investing in equity crowdfunding.
This article was prepared by a third party for information purposes only. It is not intended to provide specific advice or recommendations for any individual. It contains references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group or LPL Financial.
Asset allocation does not ensure a profit or protect against a loss.
Investing involves risks, including the loss of principal.
U.S. News & World Report, August 10, 2017
Beth Walker compares savings bonds to 529 plans in an article about college saving strategies.
This article was prepared by a third party for information purposes only. It is not intended to provide specific advice or recommendations for any individual. It contains references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group or LPL Financial.
Prior to investing in a 529 Plan investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.
Government bonds are guaranteed by the US government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value.
This material contains only general descriptions and is not a solicitation to sell any insurance product or security, nor is it intended as any financial or tax advice. State insurance laws and insurance underwriting rules may affect available coverage and its costs. Guarantees are based on the claims paying ability of the issuing company. If you need more information or would like personal advice you should consult an insurance professional.
The Roth IRA offers tax deferral on any earnings in the account. Withdrawals from the account may be tax free, as long as they are considered qualified. Limitations and restrictions may apply. Withdrawals prior to age 59 ½ or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Future tax laws can change at any time and may impact the benefits of Roth IRAs. Their tax treatment may change.
This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
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.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss. Investing involves risk including loss of principal.
WCG Wealth Advisors, The Wealth Consulting Group and LPL Financial are not affiliated with Recon Capital Partners.
Financial Advisor Magazine, July 5, 2017
Financial Advisor Magazine's 2017 Top 50 Fastest Growing RIAs based on annual growth in assets under management (AUM) during calendar year 2016. Minimum of $250 million in AUM required for eligibility in ranking.
WCG Wealth Advisors, The Wealth Consulting Group and LPL Financial are not affiliated with any of the other entities referenced.
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
Jimmy Lee tells advisors to diversify across, and within, asset classes to protect themselves. (10 Long-Term Investing Strategies That Work, slide 9)
This article was prepared by a third party for information purposes only. It is not intended to provide specific advice or recommendations for any individual. It contains references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group or LPL Financial.
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)
This article was prepared by a third party for information purposes only. It is not intended to provide specific advice or recommendations for any individual. It contains references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group or LPL Financial.
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.
This article was prepared by a third party for information purposes only. It is not intended to provide specific advice or recommendations for any individual.
Tax services are not offered by WCG Wealth Advisors, The Wealth Consulting Group, LPL Financial or affiliated advisors. We suggest that you discuss your specific situation with a qualified tax advisor.
Financial Planning, April 13, 2017
Marlo Stil discusses best practices in vetting out potential senior adviser hires.
This article was prepared by a third party and is provided for informational purposes only. It contains references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group or LPL Financial.
On Wall Street, April 13, 2017
Marlo Stil says advisers should strike a balance when serving younger clients without over-stretching themselves.
This article was prepared by a third party and is provided for informational purposes only. It contains references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group or LPL Financial.
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.
This article was prepared by a third party for information purposes only. It is not intended to provide specific advice or recommendations for any individual. It contains references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group or LPL Financial.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Discover.com, March 7, 2017
Jimmy Lee advises people to save a certain amount of money each month instead of arbitrarily saving.
This article was prepared by a third party for information purposes only. It is not intended to provide specific advice or recommendations for any individual. It contains references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group or LPL Financial.
Barron’s NEXT, February 22, 2017
Jimmy Lee notes that a common tax-prep mistake is not reporting all income or sales.
This article was prepared by a third party and is provided for informational purposes only. It contains references to individuals or entities that are not affiliated with The Wealth Consulting Group, WCG Wealth Advisors, or LPL Financial.
This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
The New York Times, February 10, 2017
Jimmy Lee explains how he is very comfortable disclosing how product vendors compensate his firm.
This article was prepared by a third party and is provided for informational purposes only. It contains references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group, or LPL Financial.
Investing in mutual funds involves risk, including possible loss of principal.
Investors should consider the investment objectives, risk, charges and expenses of mutual funds carefully before investing. The prospectuses and, if available, the summary prospectuses contain this and other important information. You can obtain prospectuses and summary prospectuses from your financial representative. Read carefully before investing.
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.
This article was prepared by a third party and is provided for informational purposes only. It contains references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group, or LPL Financial.
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.
This article was prepared by a third party and is provided for informational purposes only. It contains references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group, or LPL Financial. WCG Wealth Advisors, The Wealth Consulting Group, and LPL Financial are not affiliated with Center for College Solutions.
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.
This article was prepared by a third party and is provided for informational purposes only. It contains references to individuals or entities that are not affiliated with The Wealth Consulting Group, WCG Wealth Advisors, or LPL Financial.
This material contains only general descriptions and is not a solicitation to sell any insurance product or security, nor is it intended as any financial or tax advice. For information about specific insurance needs or situations, contact your insurance agent. Guarantees are based on the claims paying ability of the issuing company.
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.
This article was prepared by a third party and is provided for informational purposes only. It contains references to individuals or entities that are not affiliated with The Wealth Consulting Group, WCG Wealth Advisors, or LPL Financial.
This material is not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. We suggest that you discuss your specific situation with your financial advisor prior to investing.
The return on ESG investments may be lower than if the adviser made decisions based solely on investment considerations.
Investors should consider the investment objectives, risks, charges and expenses of the investment company carefully before investing. The prospectus and, if available, the summary prospectus contain this and other important information about the investment company. You can obtain a prospectus and summary prospectus from your financial representative. Read carefully before investing.
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.
This article was prepared by a third party and is provided for informational purposes only. It contains references to individuals or entities that are not affiliated with The Wealth Consulting Group, WCG Wealth Advisors, or LPL Financial.
Contributions to a traditional IRA or 401(k) may be tax deductible in the contribution year, with current income tax due at withdrawal. Withdrawals prior to age 59 ½ may result in a 10% IRS penalty tax in addition to current income tax.
Roth IRA and 401(k)s offer tax deferral on any earnings in the account. Withdrawals may be tax free, as long as they are considered qualified. Limitations and restrictions may apply. Withdrawals prior to age 59 ½ or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Future tax laws can change at any time and may impact the benefits of Roth IRA and 401(k)s. Their tax treatment may change.
Traditional IRA account owners should consider the tax ramifications, age and income restrictions in regards to executing a conversion from a Traditional IRA to a Roth IRA. The converted amount is generally subject to income taxation.
This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
Financial Advisor, January 3, 2017
Jimmy Lee explains how the DOL rule has changed the ballgame for compensation-and-benefits packages for insurance carriers.
This article was prepared by a third party and is provided for informational purposes only. It contains references to individuals or entities that are not affiliated with LPL Financial, WCG Wealth Advisors, or The Wealth Consulting Group.
This material contains only general descriptions and is not a solicitation to sell any insurance product or security, nor is it intended as any financial or tax advice. Personal characteristics such as budget, assets, risk tolerance, family situation or activities may affect the type of insurance that would be right for you. In addition, state insurance laws and insurance underwriting rules may affect available coverage and its costs. Guarantees are based on the claims paying ability of the issuing company.
If you need more information or would like personal advice you should consult an insurance professional. You may also visit your state’s insurance department for more information.
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.
2016
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.
This article was prepared by a third party and is provided for informational purposes only. It contains references to individuals or entities that are not affiliated with LPL Financial, WCG Wealth Advisors, or The Wealth Consulting Group.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Because of their narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies. Exchange Traded Funds concentrating in specific industries are subject to higher risks and volatility than those that invest more broadly.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
USA Today College, December 13, 2016
Jimmy Lee offers a few ideas on how young people can improve their credit score.
This article was prepared by a third party and is provided for informational purposes only. It contains references to individuals or entities that are not affiliated with LPL Financial, WCG Wealth Advisors, or The Wealth Consulting Group.
USA Today College, December 7, 2016
Jimmy Lee says that your credit score matters because it dictates how much interest you pay.
This article was prepared by a third party and is provided for informational purposes only. It contains references to individuals or entities that are not affiliated with LPL Financial, WCG Wealth Advisors, or The Wealth Consulting Group.
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.
This article was prepared by a third party and is provided for informational purposes only.
Prior to investing in a 529 Plan investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.
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.
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.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
The payment of dividends is not guaranteed. Companies may reduce or eliminate the payment of dividends at any given time.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Dollar cost averaging involves continuous investment in securities regardless of fluctuation in price levels of such securities. An investor should consider their ability to continue purchasing through fluctuating price levels. Such a plan does not assure a profit and does not protect against loss in declining markets.
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.
This article was prepared by a third party and is provided for informational purposes only. It contains references to individuals or entities that are not affiliated with LPL Financial, WCG Wealth Advisors, or The Wealth Consulting Group.
The opinions expressed are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
The Standard & Poor’s 500 Index is a capitalization weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.
The Dow Jones Industrial Average is comprised of 30 stocks that are major factors in their industries and widely held by individuals and institutional investors.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
The payment of dividends is not guaranteed. Companies may reduce or eliminate the payment of dividends at any given time.
CD’s are FDIC Insured and offer a fixed rate of return if held to maturity.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
Government bonds and Treasury bills are guaranteed by the US government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies
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..
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, LLC, an registered investor advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Investing involves risk including loss of principal.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Because of their narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
The NASDAQ Composite Index measures all NASDAQ domestic and non-U.S. based common stocks listed on The NASDAQ Stock Market. The market value, the last sale price multiplied by total shares outstanding, is calculated throughout the trading day, and is related to the total value of the Index.
The Standard & Poor’s 500 Index is a capitalization weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.
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.
This article was prepared by a third party and is provided for informational purposes only. It contains references to individuals or entities that are not affiliated with LPL Financial, WCG Wealth Advisors, or The Wealth Consulting Group.
This material contains only general descriptions and is not a solicitation to sell any insurance product. For information about specific insurance needs or situations, contact your insurance professional.
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.
This article was prepared by a third party and is provided for informational purposes only. It contains references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group, or LPL Financial.
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.
This article was prepared by a third party and is provided for informational purposes only. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
Marketwatch, August 30, 2016
Christopher Rand discusses whether or not a divorcee is entitled to her husband’s Social Security.
This article was prepared by a third party and is provided for informational purposes only.
CNBC, August 18, 2016
Jimmy Lee joins CNBC to discuss what investors should do in the face of interest rate uncertainty.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
The Standard & Poor’s 500 Index is a capitalization weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
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.
This article was prepared by a third party and is provided for informational purposes only. It contains references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group, or LPL Financial.
The return on socially responsible investments may be lower than if the adviser made decisions based solely on investment considerations.
Investing involves risk including loss of principal.
San Diego Business Journal, August 8, 2016
Marci Bair was interviewed by the San Diego Business Journal regarding Socially Responsible Investing.
This article was prepared by a third party and is provided for informational purposes only. It contains references to individuals or entities that are not affiliated with Bair Financial Planning, The Wealth Consulting Group, WCG Wealth Advisors or LPL Financial.
Investing involves risk including loss of principal.
The return on SRI investments may be lower than if the adviser made decisions based solely on investment considerations.
The Street, August 1st, 2016
Jimmy joined TheStreet to discuss his optimism in the markets after bouncing back strongly from the Brexit selloff.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
The Standard & Poor’s 500 Index is a capitalization weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
The payment of dividends is not guaranteed. Companies may reduce or eliminate the payment of dividends at any given time.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
Investing in Real Estate Investment Trusts (REITs) involves special risks such as potential illiquidity and may not be suitable for all investors. There is no assurance that the investment objectives of this program will be attained.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
U.S. News & World Report, July 28, 2016
Beth Walker shares the pros and cons of buying a house for your child in college. She suggests an alternative strategy, which would be to buy a rental property wherever you want and pay your son or daughter to manage it for you.
This article was prepared by a third party and is provided for informational purposes only. It contains references to individuals or entities that are not affiliated WCG Wealth Advisors, The Wealth Consulting Group, or LPL Financial.
U.S. News & World Report, June 24, 2016
Jimmy Lee discusses the three things investors are doing right with 401(k) accounts. Lee is quoted discussing why investors are trading less within our 401k(s) and that there are still people without any stock exposure.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Tax services are not offered by WCG Wealth Advisors, The Wealth Consulting Group, LPL Financial or affiliated advisors. We suggest that you discuss your specific situation with a qualified tax advisor.
The principal value of a target fund is not guaranteed at any time, including at the target date. The target date is the approximate date when investors plan to start withdrawing their money.
WCG Wealth Advisors, The Wealth Consulting Group, and LPL Financial are not affiliated with any of the individuals or entities mentioned in the article.
Financial Planning, July 8, 2016
Marlo Stil explains why ESG investing is an opportunity to get ahead of the curve and attract client assets.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
The return on environmental, social and corporate governance investments may be lower than if the adviser made decisions based solely on investment considerations.
WCG Wealth Advisors, The Wealth Consulting Group, and LPL Financial are not affiliated with any of the individuals or entities mentioned in the article.
Marlo Still is a registered representative with LPL Financial.
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 opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
Government bonds and Treasury bills are guaranteed by the US government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
Dollar cost averaging involves continuous investment in securities regardless of fluctuation in price levels of such securities. An investor should consider their ability to continue purchasing through fluctuating price levels. Such a plan does not assure a profit and does not protect against loss in declining markets.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
The Wall Street Journal, July 4, 2016
Beth Walker discusses what to do when your 529 account has too much money.
Walker also offers her advice on what to do if you can’t pay your child’s leftover college bills, as well as if a parent can use the money from a 529 plan to pay taxes generated by the tuition inclusion on her W-2 form.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
Prior to investing in a 529 Plan investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.
WCG Wealth Advisors, The Wealth Consulting Group, and LPL Financial are not affiliated with BKD Wealth Advisors.
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.
The opinions voiced in this show (program) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult with your attorney, accountant, and financial advisor or tax advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
The economic forecasts set forth in the presentation may not develop as predicted and there can be no guarantee that strategies promoted will be successful
Stock investing involves risk including loss of principal.
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.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
Prior to investing in a 529 Plan investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing
WCG Wealth Advisors, The Wealth Consulting Group, and LPL Financial are not affiliated with any of the individuals or entities mentioned in the article.
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 opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
Investing in real estate involves special risks such as potential illiquidity and may not be suitable for all investors.
Prior to investing in a 529 Plan investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
All illustrations are hypothetical and are not representative of any specific situation. Your results will vary. The hypothetical rates of return used do not reflect the deduction of fees and charges inherent to investing.
This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
Barnkrate.com and United Capital are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group, LPL Financial or affiliated advisors.
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?
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
WCG Wealth Advisors, The Wealth Consulting Group, and LPL Financial are not affiliated with any of the individuals or entities mentioned in the article
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 opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
Riders are additional guarantee options that are available to an annuity or life insurance contract holder. While some riders are part of an existing contract, many others may carry additional fees, charges and restrictions, and the policy holder should review their contract carefully before purchasing. Guarantees are based on the claims paying ability of the issuing insurance company.
Tax services are not offered by WCG Wealth Advisors, The Wealth Consulting Group, LPL Financial or affiliated advisors. We suggest that you discuss your specific situation with a qualified tax advisor.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
WCG Wealth Advisors, The Wealth Consulting Group, and LPL Financial are not affiliated with any of the individuals or entities mentioned in the article.
The Washington Post, May 7, 2016
Jimmy Lee explains whether or not you should pay off your mortgage before you reach retirement.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
Annuities are long-term, tax-deferred investment vehicles designed for retirement purposes. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Withdrawals made prior to age 59 ½ are subject to 10% IRS penalty tax. Surrender charges apply. Guarantees are based on the claims paying ability of the issuing insurance company.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Tax services are not offered by WCG Wealth Advisors, The Wealth Consulting Group, LPL Financial or affiliated advisors. We suggest that you discuss your specific situation with a qualified tax advisor.
WCG Wealth Advisors, The Wealth Consulting Group, and LPL Financial are not affiliated with any of the individuals or entities mentioned in the article.
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.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
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.
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The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
