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Media and Education

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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Carson Coaching | Jan 3, 2023

Weekly Market Commentary 01.03.2023

Weekly Market Commentary
It’s finally over. 2022 was a dismal year for financial markets. Major United States stock indices moved lower, trimming or eliminating the previous year’s
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Michele Brigman-Pemberton | Dec 28, 2022

Ten Charts that Defined Capital Markets In 2022

Market Update
Most investors would like to put 2022 behind them. Before we close the book on the year, we’ve assembled 10 charts that defined the year—the year in pictures
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Carson Coaching | Dec 27, 2022

Weekly Market Commentary 12.27.2022

Weekly Market Commentary
What a year! In some ways, it feels as though we lived through several years in 2022. The onslaught of events included, “The first major European war since
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Carson Coaching | Dec 19, 2022

Weekly Market Commentary 12.19.2022

Weekly Market Commentary
Bad news is bad news, once again. For months, investors have cheered bad economic news. When the United States economy showed signs of weakness, stock markets
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Michele Brigman-Pemberton | Dec 10, 2022

LPL Financial Research Outlook 2023: Finding Balance

Outlook
LPL Research’s Outlook 2023: Finding Balance is our guide to how the readjustments in the economy and markets may impact you in the coming year. The disruptions
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Michele Brigman-Pemberton | Dec 10, 2022

Keep the Holidays Merry and Bright

Lifestyle
The holidays are often filled with a lot of hustle and bustle that can make it difficult to prioritize our physical and mental health. To help you slow down and
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Michele Brigman-Pemberton | Dec 10, 2022

The 12 Days of Year-End Planning: Things to Consider Going into the "New Year"

Financial Review
At the end of the year, it is necessary to reflect on your financial picture, review the last 12 months, and plan for the future. With all that is involved, it
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Michele Brigman-Pemberton | Nov 15, 2022

Warren Buffett on How to Plan for Inflation 

Inflation
Market Activity
Inflation swindles almost everybody – stock investors, bond investors… We’ve all heard about Warren Buffett, the 91-year-old multibillionaire known for his
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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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