In The News
Reuters, August 8, 2018
Jimmy Lee focuses on the underlying sentiments of the market over short-term trade war noise.
TD Ameritrade Network, August 2, 2018
Mark Senseman puts earnings and tech sector performance into market perspective.
CNBC, July 31, 2018
Jimmy Lee discusses the possibility of market rotation, the state of the economy and FAANG turbulence.
CNBC, July 10, 2018
Jimmy Lee discusses the tech sector’s market dominance and the value of diversifying assets.
TDA Network, June 6, 2018
Jimmy Lee talks about the positioning of growth vs. value sectors as 2018 continues and interest rates and volatility factor into market movements.
Financial Planning, May 17, 2018
Jimmy Lee comments on long-term care insurance with annuity riders, and the importance of educating clients about their options.
InvestmentNews, April 21, 2018
Marci Bair touts the virtues of a top-down approach to diversity and inclusion in financial services, using The Wealth Consulting Group as an example.
Fox Business, April 13, 2018
Jimmy Lee encourages investors to focus on the long term, keep a careful eye on bonds, and prepare for a rising rate environment.
TDA Network, April 5, 2018
Jimmy Lee puts trade war fears and market volatility into context, urging investors to take the long view.
InvestmentNews, March 1, 2018
After a market tumble and renewed volatility, Jimmy Lee says timely communication with clients has helped avoid panic.
TDA Network, February 21, 2018
Jimmy Lee reacts to the Treasury dip following the Fed minutes.
Fox Business, February 19, 2018
Jimmy Lee shares his sector recommendations for a ‘Presidents Day portfolio.
Fox Business, February 9, 2018
Jimmy Lee discussed the sudden return of market volatility after the market drop
Financial Planning, February 6, 2018
Jimmy Lee talks about the strengths of human advisors after the robos went dark during the market drop.
TDA Network, January 30, 2018
Jimmy Lee says the market climate is favorable for active investing strategies.
TDA Network, January 9, 2018
Jimmy Lee talks about possible inflation and the return of volatility later in 2018.
MarketWatch, December 15 2017
Jimmy Lee offers advice on how to invest an inheritance of $300,000.
Fox Business, November 17, 2017
Jimmy Lee talked about the market’s room to run as tax reform advances.
Asset TV, November 17, 2017
Marlo Stil, Managing Partner of the Wealth Consulting Group, explains how screening for impact investing can also result in a good return for investors.
Wall Street Journal, November 5, 2017
Beth Walker talks about how financial aid interacts with 529s. Appeared in print edition.
Financial Advisor IQ, October 24, 2017
Jimmy Lee talks about opportunities for wealth managers as wealth distribution changes.
Fund Action, October 16, 2017
Marlo Stil discuss ESG & State Street.
FA Magazine, September 15, 2017
Jimmy Lee talks about rehiring former employees.
Fox Business, August 30, 2017
Jimmy Lee is quoted in a link roundup including his WSJ profile.
U.S. News & World Report, August 25, 2017
Jimmy Lee talks about risks to consider when investing in equity crowdfunding.
U.S. News & World Report, August 10, 2017
Beth Walker compares savings bonds to 529 plans in an article about college saving strategies.
Fox Business, August 7, 2017
Jimmy Lee offers a cautious outlook on the market, and advises investors not to panic and to save up dry powder for opportunities.
Financial Advisor Magazine, July 5, 2017
FA Magazine ranks The Wealth Consulting Group as the #5 fastest growing RIA in the United States.
Nightly Business Report, June 14, 2017
Jimmy Lee says there is still room for fundamental research and hand-picked stocks in a market crowded with machines.
U.S. News & World Report, June 2, 2017
Investors should consider dumping an ETF that shows a lack of liquidity, says Jimmy Lee.
U.S. News & World Report, May 30, 2017
Jimmy Lee tells advisors to diversify across, and within, asset classes to protect themselves. (10 Long-Term Investing Strategies That Work, slide 9)
The Mesa Press, May 23, 2017
Student media coverage of Paul Lim, a member of the San Diego Financial Literacy Center and a CFP with Wealth Consulting Group, who spoke about income taxes.
Financial Planning, April 13, 2017
Marlo Stil discusses best practices in vetting out potential senior adviser hires.
On Wall Street, April 13, 2017
Marlo Stil says advisers should strike a balance when serving younger clients without over-stretching themselves.
U.S. News & World Report, March 10, 2017
Jimmy Lee says to not chase performance and consider all relevant variables in a piece on why you need to review your investments regularly.
Discover.com, March 7, 2017
Jimmy Lee advises people to save a certain amount of money each month instead of arbitrarily saving.
Barron’s NEXT, February 22, 2017
Jimmy Lee notes that a common tax-prep mistake is not reporting all income or sales.
The New York Times, February 10, 2017
Jimmy Lee explains how he is very comfortable disclosing how product vendors compensate his firm.
Investor’s Business Daily, February 9, 2017
Jimmy Lee shares how he got started working with celebrity clients. Jimmy focuses on branding himself as a “personal CFO,” rather than promoting his celebrity clientele.
Collegerecruiter.com, February 9, 2017
Beth Walker shares ways you can overcome your student loan debt, such as setting up an emergency fund and focusing on your future lifestyle.
Citi Benefits Hub, January 31, 2017
Cheryl Constantino says purchasing homeowner’s insurance can help you avoid surprises. Cheryl also advises to check your credit card’s benefits to see if it offers travel insurance.
U.S. News & World Report, January 27, 2017
Jimmy Lee explains that since institutional investors are adding socially conscious wording to their investment policies, asset management firms have to create products to meet the demand.
U.S. News & World Report, January 17, 2017
Jimmy Lee advises investors to take advantage of tax deferral and deductions, as they can be valuable long-term strategies.
Financial Advisor, January 3, 2017
Jimmy Lee explains how the DOL rule has changed the ballgame for compensation-and-benefits packages for insurance carriers.
Business Jet Traveler, January 1, 2017
Jimmy Lee recommends keeping your tax records for at least seven years and storing them in a safe-deposit box at the bank or a fireproof home safe.
MarketWatch.com, December 22, 2016
Jimmy Lee predicts that the Dow will not reach 20,000 until January 6th when the jobs report is released.
USA Today College, December 13, 2016
Jimmy Lee offers a few ideas on how young people can improve their credit score.
USA Today College, December 7, 2016
Jimmy Lee says that your credit score matters because it dictates how much interest you pay.
TIME Money, November 29, 2016
Beth Walker says after the college overseas passes the “sniff nest,” you need to consider what would be a qualified expense at a U.S. school.
Financial Planning, November 7, 2016
Beth Walker explains what the new FASFA rule means for advisers. Walker says that the new filing protocol requires parents to planning much earlier for funding college.
Bank Investment Consultant, October 24, 2016
Marlo Stil says that often times male advisers think their female clients are not smart enough. She urges advisers to think of their roles as being collaborative and inclusive.
CNBC, October 17, 2016
Jimmy Lee explains underclassman should take into consideration their future career and earning potential and factor that into their decision about how much they want to borrow.
CNBC, October 6, 2016
Jimmy Lee joins CNBC Europe to discuss how the US election will affect markets and his Q4 prediction.
U.S. News & World Report, September 20, 2016
Jimmy Lee advises investors to use dips as buying opportunities, don’t chase returns and be patient.
Reuters TV, September 16, 2016
Jimmy Lee explains why we’ve had more volatility in the recent weeks than we’ve had all year. Lee says if a negative shock happens in the market, we may see a correction or a bear market.
U.S. News & World Report, September 13, 2016
Jimmy Lee offers his thoughts on why long-term care insurance is critical to maintaining your retirement lifestyle and why it’s important to be clear about what you need and don’t need.
The Washington Post, September 6, 2016
Beth Walker explains why putting your money towards more expensive debt instead of paying off the zero-percent loan is a smarter financial move.
Financial Advisor Magazine, September 1, 2016
Beth Walker shares why parents need to understand who much earlier they must plan for the financial part of college.
Marketwatch, August 30, 2016
Christopher Rand discusses whether or not a divorcee is entitled to her husband’s Social Security.
CNBC, August 18, 2016
Jimmy Lee joins CNBC to discuss what investors should do in the face of interest rate uncertainty.
Financial Planning, August 12, 2016
Marlo Stil on why ESG investing has been successful when helping retired clients measure and evaluate how to make their long-term investments make the world a better place.
The Street, August 1st, 2016
Jimmy joined TheStreet to discuss his optimism in the markets after bouncing back strongly from the Brexit selloff.
U.S. News & World Report, July 28, 2016
Beth Walker shares the pros and cons of buying a house for your child in college.
U.S. News & World Report, June 24, 2016
Jimmy Lee discusses the three things investors are doing right with 401(k) accounts.
Financial Planning, July 8, 2016
Marlo Stil explains why ESG investing is an opportunity to get ahead of the curve and attract client assets.
CNBC, July 7, 2016
Jimmy joins CNBC to discuss how the bond market is telling investors to watch out for a potential shock, as the economy is growing slower than we think.
The Wall Street Journal, July 4, 2016
Beth Walker discusses what to do when your 529 account has too much money.
CNBC, June 1, 2016
Lee joins CNBC to talk about investment strategy in the U.S. markets when it comes to a potential Fed rate hike and market volatility.
CNNMoney, May 26, 2016
Beth Walker advises millennials in a piece about saving for college to aim to save 20% of their earned income, with 10% earmarked for retirement and the other 10% going toward future goals like buying a house and having kids. Walker also says that saving for college and retirement are parallel saving time lines.
MarketWatch, May, 23, 2016
Jimmy Lee is quoted in an article on the five things rich people do with their money that you should be doing. Lee advises investors to invest in tangible assets.
The Washington Post, May 21, 2016
Jimmy Lee weighs in on the things to look for when searching for a financial advisor. Lee explains how a financial advisor lives through a lot of your life events, so you need to ask yourself: is this someone I can have a lifetime relationship with?
U.S. News, May, 20, 2016
Jimmy Lee on the 10 things you didn’t know life insurance could do. Lee is quoted discussing that it can pay for long-term care expenses, you can give a gift to your favorite charity or ride out a bear market.
The Washington Post, May 7, 2016 Jimmy Lee explains whether or not you should pay off your mortgage before you reach retirement.
CNBC, February 5, 2016
Jimmy Lee joins CNBC’s morning show for a one-on-one interview discussing his work with professional athletes, what they have to look out for, and how he provides services to this very niche demographic.
GoodCall.com, January 27, 2016
For GoodCall, an education data hub, Beth Walker discusses the student loan problem and what she thinks needs to happen at the top for a recovery to begin.