Skip to main content
The Wealth Consulting Group
menu
  • Home
  • About
    • Why WCG
    • Meet Our Team
    • Our Values
    • Disclosures
  • Our Services
    • Private Client Group
      • Investment Management
      • Our Process
      • Insurance/Risk Management
    • Business Services
      • Executive Benefits
      • Corporate Retirement Plans
    • Resources
  • Sustainable Investing
  • Media and Education
    • Recommended Reading
    • Weekly Market Commentary
  • Account Access
    • LPL Account View
    • WCG Personal CFO
  • Contact
  • Schedule Appointment

Media and Education

The Wealth Consulting Group | May 19, 2025

Weekly Market Commentary 5.19.2025

Weekly Market Commentary

The Markets

Last week, the U.S. stock market showed why it’s a good idea to stay invested through bouts of volatility.

Major U.S. stock indices notched sizeable

Read More
The Wealth Consulting Group | May 12, 2025

Weekly Market Commentary 5.12.2025

Weekly Market Commentary

The Markets

The winds of uncertainty are blowing, and the waters are choppy.

In recent weeks, United States stock markets saw steady gains, recovered from the

Read More
The Wealth Consulting Group | May 5, 2025

Weekly Market Commentary 5.5.2025

Weekly Market Commentary

The Markets

American companies did well in the first quarter.

During earnings season, publicly held companies tell investors how they performed during the

Read More
Jim Worden | May 1, 2025

Investing in a Whack-A-Mole Environment

ISC Blog

Over the years my family and I have enjoyed playing Whac-A-Mole or games like it. For those not familiar, the object of the game is to hit the mole wherever it

Read More
Caitlin Allard | May 1, 2025

Tax Season’s Over: Time to Revisit Your W-4 Withholding

ARC Blog

Now that another tax season is behind us, it’s the perfect time to reflect back on your tax picture—specifically, your W-4 elections. Whether you received a

Read More
Raymond Bell | May 1, 2025

The Importance of Policy Review

Insurance Blog

The death benefit of Life Insurance is paid out tax free normally if the owner and beneficiary are structured properly. You would assume that an Attorney or CPA

Read More
The Wealth Consulting Group | Apr 28, 2025

Weekly Market Commentary 4.28.2025

Weekly Market Commentary

The Markets

How’s everybody feeling?

If you said, “Not great,” you’re not alone. There is an abundance of negative sentiment today. Many people – from consumers

Read More
The Wealth Consulting Group | Apr 21, 2025

Weekly Market Commentary 4.21.2025

Weekly Market Commentary

The Markets

As the market turns...

When investor preferences shift and money flows from one sector, industry, investment style or geographic region into another

Read More
The Wealth Consulting Group | Apr 14, 2025

Weekly Market Commentary 4.14.2025

Weekly Market Commentary

The Markets

All eyes on the bond market.

The scale of the tariffs introduced by the administration shocked investors, sparking a roller coaster of a week for

Read More
The Wealth Consulting Group | Apr 7, 2025

Weekly Market Commentary 4.7.2025

Weekly Market Commentary

The Markets

“If you can keep your head when all about you are losing theirs…”

The advice offered by Rudyard Kipling’s poem “If—” resonated last week. A sharp

Read More
Jim Worden | Apr 1, 2025

Diversification: Is Lunch Still Free?

Weekly Market Commentary

When someone says they're "all in" with something, that's usually in a very positive context. It could be for exercise, diet, church attendance, a relationship

Read More
Raymond Bell | Apr 1, 2025

The Unsung Hero: The Primary Caregiver

Weekly Market Commentary

Gene Hackman has always been my all-time favorite actor. His remarkable career spanned from the late 1960s into the early 2000s. A versatile talent, he

Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 1
  • Current page 2
  • Page 3
  • Page 4
  • Page 5
  • Page 6
  • Page 7
  • Page 8
  • Page 9
  • Next page Next ›
  • Last page Last »

Schedule an Appointment

Office

70-177 Highway 111
Suite 201
Rancho Mirage CA 92270

Contact Info

760-904-5109
inform@wealthcg.com

     

Send Us A Message!

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

WCG employs (or contract with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of WCG; or (2) solely investment adviser representatives of WCG. Although all personnel operate their businesses under WCG, they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

 

Wealth Consulting Group Form CRS

LPL Financial Form CRS

 

 

© 2025 The Wealth Consulting Group All rights reserved.