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Blog and Education

Jimmy Lee | Nov 25, 2024

Weekly Market Commentary 11.25.2024

Weekly Market Commentary

The Markets

The post-election rally resumed.

Investors shook off concerns about interest rates and inflation, and U.S. stocks climbed higher last week. The

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Jimmy Lee | Nov 18, 2024

Weekly Market Commentary 11.18.2024

Weekly Market Commentary

The Markets


The United States stock market changed course.

Last week, the strength of the United States economy slowed investors’ roll. Federal Reserve (Fed)

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Jimmy Lee | Nov 11, 2024

Weekly Market Commentary 11.11.2024

Weekly Market Commentary

The Markets

Stock markets celebrated the results of the presidential election. Bond markets were less enthusiastic.

Last week, United States stock markets rallied

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Raymond Bell | Nov 5, 2024

Protecting Your Finances from Serious Illness: Two Vital Solutions

Weekly Market Commentary

Many people may not realize that a serious illness like cancer, heart disease, or another critical condition can result in thousands of dollars in unexpected

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Alisa Foster | Nov 1, 2024

Understanding How to Hold Title of Assets: Choose Wisely!

Weekly Market Commentary

When you purchase your first home or open a taxable account, you might be asked, “How would you like to hold title to this?” For many, this question can be

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The Wealth Consulting Group | Oct 28, 2024

Weekly Market Commentary 10.28.2024

Weekly Market Commentary

The Markets

Financial markets appear to have pre-election jitters.

The United States election is less than two weeks away. The candidates are neck and neck. The

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The Wealth Consulting Group | Oct 21, 2024

Weekly Market Commentary 10.21.2024

Weekly Market Commentary

The Markets

Happy birthday!

The bull market in stocks charged past its two-year birthday on October 12. “This unique bull market is still young relative to

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The Wealth Consulting Group | Oct 14, 2024

Weekly Market Commentary 10.14.2024

Weekly Market Commentary

The Markets

There was a lot to celebrate last week!

The Standard & Poor’s 500 Index closed above 5,800 for the first time—and that’s not all.

The Dow Jones

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Jimmy Lee | Oct 7, 2024

Weekly Market Commentary 10.07.2024

Weekly Market Commentary

The Markets

Living the realities of risk and reward.

Asset allocation is important because it helps investors manage the risk and rewards of investing. In general

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Jim Worden | Oct 2, 2024

Where Do We Go From Here?

Weekly Market Commentary

Yesterday was the first move of the Federal Open Market Committee (FOMC) in this cycle to cut interest rates. The FOMC cut interest rates by 50 basis points (0

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Jimmy Lee | Sep 30, 2024

Weekly Market Commentary 09.30.2024

Weekly Market Commentary

The Markets

The Standard & Poor’s (S&P) 500 Index hit a new all-time high last week.

The S&P 500 has had quite a year. Despite a sharp downturn in August when

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Jimmy Lee | Sep 23, 2024

Weekly Market Commentary 09.23.2024

Weekly Market Commentary

The Markets

Rates moved lower and stocks moved higher.

In 2022, the United States Federal Reserve (Fed) began raising interest rates as it battled high rates of

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