This podcast takes a unique approach in discussing various topics that are of interest to financial advisors and investors. The hosts Jimmy Lee, CEO, The Wealth Consulting Group (WCG), Jim Worden, CFA, CAIA, CMT, Chief Investment Officer (WCG), and Tally Léger, Chief Market Strategist (WCG) will have discussions that concern the markets, economy, strategies, financial planning, taxes, and life.
The information herein is for informational and entertainment purposes and intended for use by advisors only, and should not be copied, reproduced, or re-distributed without the consent of WCG.
Recent Episodes
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...
Published 11/20/24