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Media and Education

Michele Brigman-Pemberton | Mar 10, 2023

Financial Mistakes to Avoid in 2023

Financial Planning
Could you be losing money because of simple monetary mistakes? Avoid these money-wasting habits in 2023 to have more cash when you need it—or save it for a
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Jimmy Lee | Mar 6, 2023

Weekly Market Commentary 03.06.2023

Weekly Market Commentary
Sibling discord. Stocks and bonds are two of the better-known asset classes in the family of potential investments. Last week, they were in opposition.
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Jimmy Lee | Feb 27, 2023

Weekly Market Commentary 02.27.2023

Weekly Market Commentary
Is it good news or bad news? The answer depends on your perspective. Last week, we learned that:
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Jimmy Lee | Feb 21, 2023

Weekly Market Commentary 02.21.2023

Weekly Market Commentary
Brace for a bumpy ride. There were some unwelcome surprises in last week’s economic data that caused markets to reassess expectations for 2023. For example:
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Jimmy Lee | Feb 13, 2023

Weekly Market Commentary 02.13.2023

Weekly Market Commentary
This time may be different...or it may not be. There has been a lot of speculation about how the Federal Reserve’s policies will affect the United States
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Michele Brigman-Pemberton | Feb 8, 2023

Top 10 Provisions in SECURE 2.0

Market Updates
Congress passed SECURE 2.0 as part of the fiscal 2023 spending package. This bipartisan retirement security legislation could present opportunities for your
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Michele Brigman-Pemberton | Feb 8, 2023

5 Ways a Financial Professional Could Be a Small-Business Owner's Best Friend

Business Owners
As a business owner, you may assume you do not need professional financial advice until you hit certain milestones such as $1 million in sales, having ten
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Michele Brigman-Pemberton | Feb 8, 2023

Independent and Thriving: What to Consider In Your Later Years

Retirement Planning
While you never know your needs as you age, the first step is thinking about your financial situation and health today so you can plan for your later years
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Jimmy Lee | Feb 6, 2023

Carson Coaching | Feb 6, 2023

Weekly Market Commentary
What do Samuel Clemens (a.k.a. Mark Twain) and the current economic expansion have in common?
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Jimmy Lee | Jan 30, 2023

Weekly Market Commentary 01.30.2023

Weekly Market Commentary
The vicious cycle of inflation. Last week, we learned that pay increases at central banks in many parts of the world won’t keep pace with inflation.
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Jimmy Lee | Jan 23, 2023

Weekly Market Commentary 01.23.2023

Weekly Market Commentary
“It’s hard to be a contrarian for very long these days because the consensus seems to change so quickly,” opined Ed Yardeni via LinkedIn last week.
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Carson Coaching | Jan 17, 2023

Weekly Market Commentary 01.17.2023

Weekly Market Commentary
Bullish or bearish? After last year’s geopolitical turmoil, economic malaise, and tumultuous stock market decline, many financial professionals – from
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The financial consultants at The Wealth Consulting Group are registered representatives with, and securities are offered through, LPL Financial, Member FINRA/SIPC. Investment advice offered though WCG Wealth Advisors, LLC (WCG), a registered investment advisor. WCG and The Wealth Consulting Group are separate entities from LPL Financial.

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