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May 27, 2025
During an episode on The Connected Advisor Podcast, Jimmy Lee discussed how the WCG is redefining the client experience with its holistic, client-first approach, his journey from advisor to CEO, and more.
- 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 expressed are only general information and 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.
- Investing involves risk including loss of principal. No strategy assures success or protects against loss.
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May 23, 2025
During an appearance on BNN Bloomberg, Jimmy Lee discussed why he remains optimistic about the U.S. economy, highlighting opportunities in overlooked sectors despite ongoing trade tensions and broader market volatility.
- 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 expressed are only general information and 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.
- Investing involves risk including loss of principal. No strategy assures success or protects against loss.
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May 13, 2025
During an appearance on Fox Business Network, Jimmy Lee discussed why investors should stay focused on the long term following the recent U.S.-China trade breakthrough.
- 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 expressed are only general information and 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.
- Investing involves risk including loss of principal. No strategy assures success or protects against loss.
The Wealth Consulting Group Commences Next Phase of Growth Strategy
June 30, 2025
The Wealth Consulting Group (WCG), a fast-growing hybrid RIA and wealth management platform, today announced that Andy Kalbaugh has joined the firm as President.
Serving Clients Holistically at Scale
May 27, 2025
Jimmy shares his early experiences in the brokerage industry and how his perspective shifted towards a more holistic, client-centric approach.
Apple under pressure following recent threats
May 23, 2025
Jimmy Lee, CEO of The Wealth Consulting Group, shares his analysis of Trump's threats to Apple and weighs in on the possibility of a recession in the U.S.
Why investors should stay focused on the long term
May 13, 2025
Jimmy Lee discusses President Donald Trump's trade strategy and the Federal Reserve's rate plan on 'Mornings with Maria.'
Yes, the Markets Are Spooked, But You Don't Have to Be
April 2, 2025
It's human nature for investors to freak out in a downturn. But with a little discipline, you can overcome the urge to sell and stay focused on long-term goals.
Investors calm despite expected tariffs
March 3, 2025
In a BBC News interview, Jimmy Lee discussed the market’s reaction to shifting tariff policies and his outlook for investors on deregulation and interest rates.
Nvidia's Q4 earnings, which sectors to consider investing in
February 27, 2025
During an appearance on Fox Business Network, Jimmy Lee discussed his outlook on markets amidst Q4 earnings season, his takeaways from Nvidia’s latest earnings report, highlighted the broadening market, the potential impact of Fed rate cuts on different sectors, and more.
Investing in cyclical sectors and small cap stocks
February 18, 2025
Jimmy Lee joined Bloomberg Radio to share his bullish but measured outlook on the economy, the Fed’s next moves, and investment strategies for today’s market.
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January 31, 2025
Jimmy Lee spoke to Reuters about Trump’s proposed tariffs, the volatility they may cause for markets, and potential buying opportunities for investors.
Two major themes in 2025 with potential deregulation and lower interest rates.
January 22, 2025
Jimmy Lee highlighted two major themes in 2025 with potential deregulation and lower interest rates. He also pointed to cyclicals and suggested keeping an eye on interest rate-sensitive sectors.
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January 21, 2025
Jimmy Lee shared his thoughts with Barron’s on why he thinks dividend stocks should do well in 2025
Economic outlook & potential tailwinds for investors
January 21, 2025
On Schwab Network, Jimmy Lee shared his bullish outlook for 2025, highlighting potential tailwinds for investors, as well as interest rate- sensitive sectors, like cyclicals, to keep an eye on, investment strategies to consider, and more.
Fed rates custs could boost the economy
December 17, 2024
Ahead of the Fed’s final meeting of 2024, Jimmy Lee joined Reuters TV to discuss how another rate cut could help boost the housing market and tackle the ongoing supply-and-demand challenges. He also highlighted how lower rates may benefit the average consumer.
Positive outlook on US and Global markets
December 13, 2024
During an appearance on BBC News, Jimmy Lee discussed his positive outlook on US and global markets, highlighting how the ongoing rally is extending beyond tech and the Magnificent 7, with other sectors starting to gain traction. He also touched on how deregulation could further boost market growth.
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December 8, 2024
In this WSJ article, Jimmy Lee takes a deep dive into how mega-cap tech stocks have been driving the market rally this year and what investors may expect through year-end, as well as areas of opportunity with more stable valuations.
Where investors might find value in 2025
December 2, 2024
During an interview on Bloomberg Radio’s Drive to the Close, Jimmy Lee delved into his bullish take on equities and whether the market can sustain its momentum into 2025, where he’s seeing opportunities, and more.
Why investors are 'hopeful' for 2025
November 25, 2024
During an appearance on Yahoo Finance, Jimmy Lee discussed his outlook for the S&P 500 through the remainder of the year, opportunities in sectors beyond the ‘Magnificent 7,’ and the potential impact of Trump’s tariffs on global markets.
Bullish on equities despite election risk
October 31, 2024
During an appearance on CNBC Street Signs Asia, Jimmy Lee discussed his thoughts on large cap tech as the “Mag 7” begings to report earnings, his broader market outlook, and more.
The impact of the crisis in the Middle East on stocks
October 17, 2024
During an appearance on Fox Business Network, Jimmy Lee shared his outlook on markets amidst ongoing geopolitical concerns, his takeaways on Q3 earnings so far, and more.
Higher interest rates. What it could mean for US debt
October 7, 2024
On BBC News, Jimmy Lee emphasized the critical need to address the US government's rising debt ahead of the upcoming election.
Schwab Network
October 3, 2024
On Schwab Network, Jimmy Lee offered insights into how to approach stock pullbacks as well as highlighted key sectors to watch, his outlook on Fed policy for the remainder of the year, expectations for the upcoming earnings season, and more.
BNN Bloomberg
September 21, 2024
Jimmy Lee talked about how the Fed rate cut will have a net positive effect on the consumer and the chances of a recession remain low.
Schwab Network
July 29, 2024
On Schwab Network, Jimmy Lee delved into investment ideas as the recent rotation out of the mega-cap tech trade continues to broaden out. He highlighted other sectors of the market he foresees potentially benefiting from a September Fed cut and more.
Bloomberg Radio
July 23, 2024
During an interview on Bloomberg Radio, Jimmy Lee shared his thoughts on the recent rotation out of big tech, where to position portfolios for the remainder of the year, and more.
CNBC Asia – World Exchange
July 23, 2024
During an appearance on CNBC Worldwide Exchange, Jimmy Lee highlighted investment strategies to consider, what to watch this earnings season, sectors poised to ‘bounce back’ in a lower rate environment, and more.
CNBC Asia
July 2, 2024
During a recent appearance on CNBC Asia, Jimmy Lee highlighted his expectations for a broadening out of investment flows after the Fed starts cutting rates and more.
Ticker News
June 20, 2024
On Ticker News, Jimmy Lee highlighted strategies for navigating the current investment landscape, portfolio positioning from a geopolitical standpoint, his expectations for inflation and Fed policy, sectors he’s favoring and more.
Schwab Network
June 11, 2024
On Schwab Network, Jimmy Lee delved into his markets and economic outlook, sector-specific insights, and more amidst this week’s June Fed meeting.
BNN Bloomberg
June 10, 2024
During a recent appearance on BNN Bloomberg, Jimmy Lee highlighted sectors he foresees rallying into the first Fed rate cut, potential geopolitical concerns for markets, the risks of trying to time the market, investment strategies to consider, and more.
Reuters
May 9, 2024
During his appearance on Reuters TV, Jimmy Lee highlighted the potential value in developed countries and emerging markets, how a dollar dip could bode well for international stocks, and more.
Schwab Network
April 26, 2024
On Schwab Network, Jimmy Lee delved into his expectations for the upcoming Fed meetings, his latest market and economic outlook, sectors to keep in focus, and more.
Bloomberg Radio
Jimmy Lee, CEOApril 16, 2024
Jimmy Lee discussed his outlook for markets, the economy, Fed policy, and more during his latest interview on Bloomberg Radio.
Ticker News
March 13, 2024
On Ticker News, Jimmy Lee discussed his thoughts on the recent inflation data report, the likelihood of a soft landing this year, as well as areas of opportunity, outside of mega cap tech growth, if rates decline.
BNN Bloomberg
March 12, 2024
During a recent interview on BNN Bloomberg, Jimmy Lee highlighted ways to approach the current bull market and potential areas of opportunity to arise amidst a rate cut.
Bloomberg Radio
February 20, 2024
On Bloomberg Radio, Jimmy Lee discussed his expectations for technology stocks and Fed rate policy. Jimmy also shared barbell strategies to consider, highlighted sectors to keep an eye on, and more.
Fox Business Network
February 19, 2024
During his latest appearance on Fox Business Network, Jimmy Lee shared his expectations for future Fed rate cuts, sectors poised to benefit from declining inflation, thoughts on earnings, and more.
BNN Bloomberg
February 8, 2024
During a recent interview on BNN Bloomberg, Jimmy Lee wrapped up the trading day with insights into the U.S. economy, looming Fed rate cuts, and more.
Schwab Network
February 5, 2024
On Schwab Network, Jimmy Lee delved into his outlook on the economy, sector-specific insights, highlighted potential opportunities in international markets, and more.
Reuters TV
January 30, 2024
On Reuters TV, Jim Worden discussed his reasoning behind narrowing down the Magnificent 7 stocks to what he calls the "Fab Five," pointing to challenges for Tesla and Apple.
Fox Business Network
January 19, 2024
During his latest appearance on Fox Business Network, Jimmy Lee shared his bullish markets and economic outlook ahead of the Fed’s rate decisions this year.
Fox Business
December 27, 2023
Ahead of key inflation data releases this week, Jimmy Lee made an appearance on Fox Business to share his expectations and outlook for the market through the end of the year and the potential for a recession.
Nasdaq
December 18, 2023
During his latest appearance on CNBC Asia, Jimmy Lee discussed his market and economic outlook, Fed policy, investment strategy, and more.
Schwab Network
December 6, 2023
On Schwab Network, Jim Worden discussed Toll Brothers’ fourth quarter earnings report, his expectations for mortgage rates in 2024, homebuilder stocks to watch, and more.
Schwab Network
December 4, 2023
On Schwab Network, Jimmy Lee shared his outlook on the market and economy for year-end and into 2024, and more.
Bloomberg Radio
December 4, 2023
On Bloomberg Radio, Jimmy Lee discussed his views on the US economy, stock market, Fed, and more in 2024.
Ticker News
November 15, 2023
Jimmy Lee joined Ticker News to discuss his base case for a recession following the release of better-than-expected inflation data and subsequent market rally.
BNN Bloomberg Radio
November 9, 2023
During a recent interview on BNN Bloomberg, Jimmy Lee shared his outlook on the stock market, economy, potential for a U.S. recession in 2024, sectors on his radar, and more.
CNBC Asia
November 8, 2023
During his latest appearance on CNBC Asia, Jimmy Lee discussed his markets and economic outlook, the Fed, sectors he finds favorable, and more.
Bloomberg Radio
October 31, 2023
Jimmy Lee joined Bloomberg Radio to discuss his outlook on markets, the Fed, and short and long-term opportunities he sees within the fixed income and equity side.
Fox Business Network
October 17, 2023
Jimmy Lee joined Fox Business to share his outlook on Q3 earnings, possibility of a recession, where markets are potentially headed, and more.
Schwab Network
October 9, 2023
On Schwab Network, Jimmy Lee discussed the uncertainty surrounding markets and the economy, impact of geopolitical tensions, investing in a high-rate environment and more.
Reuters TV
September 27, 2023
Jimmy Lee believes any stock-market selloff due to partial shutdown of the U.S. government would be “temporary” and present a “buying opportunity” for investors.
Fox Business Network
September 11, 2023
Ahead of key inflation data releases this week, Jimmy Lee made an appearance on Fox Business to share his expectations and outlook for the market through the end of the year and the potential for a recession.
BNN Bloomberg
September 1, 2023
In an recent interview on BNN Bloomberg, Jimmy Lee shared his outlook on the market and economy and investment strategies as we begin the historically weakest month of the year.
Bloomberg Radio
August 23, 2023
Jimmy Lee joined Bloomberg Radio to discuss the Fed’s upcoming Jackson Hole Symposium and his outlook on inflation.