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The Wealth Consulting Group
เข้าร่วมเมื่อ 17 มี.ค. 2020
Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to Links section.
Investment Advice offered through WCG Wealth Advisors, LLC, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors, LLC are separate entities from LPL Financial.
Third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NE, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY.
Investment Advice offered through WCG Wealth Advisors, LLC, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors, LLC are separate entities from LPL Financial.
Third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NE, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY.
The Bull of Wall Street #7 - Russ Koesterich (recorded 01/06/25)
Russ Koesterich, CFA, Managing Director, Former Chief Investment Strategist and Head of Model Portfolio Solutions and currently in charge of an approximately $50 billion model portfolio franchise for Blackrock, gives us his perspective from the world’s largest asset manager. Russ provides unique insight for both the economy and the markets from the head chair of one of the world’s biggest portfolios.
มุมมอง: 24
วีดีโอ
The Bull of Wall Street # 4 - Libby Cantrell (recorded 12/17/24)
มุมมอง 3821 ชั่วโมงที่ผ่านมา
Libby Cantrell, head of U.S. public policy and a Managing Director in Pimco's portfolio management group, shares her insights on what to expect from the new administration come Jan. 20th and beyond.
The Bull of Wall Street #6 - Gina Martin Adams, Chief Equity Strategist at Bloomberg LP (01/02/25)
มุมมอง 127วันที่ผ่านมา
In this episode with one of the most prominent females in finance, we discuss with Gina how to better support women in this industry as well as all employees. Also included in our discussion is Gina’s outlook on interest rates, markets, inflation, stock prices, sectors, and the Florida Gators. Bloomberg Intelligence is leading the way in research so you don’t want to miss this episode!
The Bull of Wall Street #5 - with guest Jim Paulsen, PhD (recorded 12/23/24)
มุมมอง 90014 วันที่ผ่านมา
On this episode we talk with Jim Paulsen, a prominent economist and market forecaster, about why it’s “almost always” different. This is a fascinating interview about why the Fed has been so wrong and explains why we are in a bull market.
The Bull of Wall Street #3 - John O'Connor, C. Allen Parker & Sean Edkins (recorded 12/02/24)
มุมมอง 2621 วันที่ผ่านมา
John O’Connor and Allen Parker of JH Whitney discuss geopolitics, geostrategy, entanglement risk, and much more.
The Bull of Wall Street # 2 - Neil Dutta (recorded 11/25/24)
มุมมอง 3621 วันที่ผ่านมา
Neil Dutta, Head of Economics and Partner, Renaissance Macro Research, discusses why the normal economic analysis was so wrong and his cautiousness at the moment with employment looking a bit soft. Jim and Talley suggest that this bull market has room to run with Neil providing insight into the Treasury secretary pick and the animal spirits investors are showing as the result of the Trump victo...
The Bull of Wall Street #1 - Dan Ives & Ryan Detrick (recorded 11/11/24)
มุมมอง 125หลายเดือนก่อน
Special guests Dan Ives, legendary tech analyst, and Ryan Detrick join the pod. In this episode recorded on 11/11/24, we discuss the markets, tech, Springfield, Ohio, selfies and Penn State with our guests. Ryan Detrick, Chief Market Strategist for the Carson Group, talks about his use of data and seasonality of the markets. Dan Ives, Global Head of Technology Research for Wedbush Securities, t...
Mid Year Market Outlook 2024
มุมมอง 395 หลายเดือนก่อน
Jim Worden, our Chief Investment Officer, goes over his thoughts on the Mid Year Market Outlook and some details to take note of! LPL Approval #: 607445
2024 Collaborate Speakers Spotlight
มุมมอง 757 หลายเดือนก่อน
The Wealth Consulting Group's 2024 Collaborate Speaker Spotlight Video Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to Links section. Investment Advice offered through WCG Wealth Advisors, LLC, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors, LLC are separate entities from LPL Financial. LPL Appr...
How Does WCG Make Life Better for Financial Advisors?
มุมมอง 167 หลายเดือนก่อน
Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to Links section. Investment Advice offered through WCG Wealth Advisors, LLC, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors, LLC are separate entities from LPL Financial. LPL Tracking Number: 578141-1
Quarterly Market Update - October 2023
มุมมอง 45ปีที่แล้ว
Join our Chief Investment Officer, Jim Worden, CFA, CMT, CAIA, for his Quarterly Market Update and thoughts on economic growth, inflation, and market volatility. Video as of 10/24/23 LPL Tracking 497364-01-01
2023 Midyear Market Update
มุมมอง 65ปีที่แล้ว
Join us for an exclusive midyear market update hosted by Jim Worden, CFA®, CMT®, CAIA®. With extensive experience in the financial industry, Jim brings his expert insights and meticulous analysis to shed light on the current state of global markets. LPL Approval Number: 448649
Jimmy Lee on BBC News: Silicon Valley Bank Closure
มุมมอง 94ปีที่แล้ว
Jimmy Lee on BBC News: Silicon Valley Bank Closure
What Happened with Silicon Valley Bank and How Will It Impact My Portfolio?
มุมมอง 166ปีที่แล้ว
Join Jimmy Lee, CEO, as he discusses what happened with Silicon Valley Bank and how it might impact your portfolio. 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. Content in this material is for genera...
Given today's market volatility, what should advisors be focused on?
มุมมอง 162 ปีที่แล้ว
Given today's market volatility, what should advisors be focused on?
How can advisors leverage the WCG Value Proposition?
มุมมอง 92 ปีที่แล้ว
How can advisors leverage the WCG Value Proposition?
Market Update & Why Investor Behavior is Important
มุมมอง 2032 ปีที่แล้ว
Market Update & Why Investor Behavior is Important
Jimmy Lee and Kim Safoyan - Financial Planning and Portfolio Management with the ARC
มุมมอง 352 ปีที่แล้ว
Jimmy Lee and Kim Safoyan - Financial Planning and Portfolio Management with the ARC
Jimmy Lee and Kim Safoyan - Advisor Growth Strategy
มุมมอง 442 ปีที่แล้ว
Jimmy Lee and Kim Safoyan - Advisor Growth Strategy
Market Volatility Update with Jimmy Lee, Jim Worden & Ryan Detrick
มุมมอง 3532 ปีที่แล้ว
Market Volatility Update with Jimmy Lee, Jim Worden & Ryan Detrick
ESG Investing with WCG - Victor Orozco, CSRIC™, Managing Partner
มุมมอง 1923 ปีที่แล้ว
ESG Investing with WCG - Victor Orozco, CSRIC™, Managing Partner