The Wealth Consulting Group Blog

Weekly Market Commentary 9.15.25

Roth Conversions in a Post-OBBBA World: What to Consider Before Converting

Author - Erika Ferris

Weekly Market Commentary 9.08.25

Weekly Market Commentary 9.02.25

Weekly Market Commentary 8.25.25

Weekly Market Commentary 8.18.25

Weekly Market Commentary 8.11.25

Weekly Market Commentary 8.04.25

What the One Big Beautiful Bill Act Means for Your Financial Plan
Author - Caitlin Allard

Rethinking Multi-Factor Investing: Is Smart Beta Smart?
Author - Jim Worden, CFA®, CMT®, CAIA®

What My Dog Taught Me About Loss, Grief and Life Insurance
Author - Raymond Bell

Weekly Market Commentary 7.28.25

Weekly Market Commentary 7.21.25

Weekly Market Commentary 7.14.25

2025 Mid-Year Review
Author - Jim Worden, CFA®, CMT®, CAIA®

Estate Planning Basics: What Everyone Should Know
Author - Caitlin Allard

The Case for Succession Planning
Author - Raymond Bell

Ten Items Often Overlooked in Your Life Insurance Policy
Author - Raymond Bell