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Media and Education

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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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Michele Brigman-Pemberton | Jan 4, 2023

The IRS Increases 401(K) Limit By Record Amounts

401(K)'s
As inflation soars, you can now save a lot more for your retirement. Last year, on October 21st, the Internal Revenue Service (IRS) announced that the amount
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Michele Brigman-Pemberton | Jan 4, 2023

2022/2023 Tax Season at a Glance

Taxes
Use our guide to help you this tax season.
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Michele Brigman-Pemberton | Jan 4, 2023

Understanding Capital Gains Tax as an Investor

Taxes
As an investor, you may be impacted by capital gains if you sell your investment – whether at a gain or loss. Understanding capital gains may help with your
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Michele Brigman-Pemberton | Jan 4, 2023

An Annual Financial 'To-Do' List to Help Keep Your Finances on Track

Financial Review
While some financial tasks are time-sensitive, others can be checked off the list as you complete them throughout the year. Here is a month-by-month to-do list
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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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