The Wealth Consulting Group

As markets prepare for the Fed’s final meeting of 2024, Talley Leger shared insights with MarketWatch’s Joy Wiltermuth on what might lie ahead for year-end and beyond. “I would love to see a meaningful pullback in equities,” said Leger. He also highlighted the potential for increased activity during the holiday season but cautioned about possible turbulence in the coming year. Read the full article: https://bit.ly/3P0kGXE 

Today, the WCG Las Vegas office came together for our annual Secret Santa lunch to kick off the holiday season in style! 👏 We enjoyed a feast of delicious food, incredible desserts, and even better company. The highlight? A lively gift exchange filled with laughter and a bit of friendly competition as presents were "stolen" from one another. Let’s just say the $25 limit wasn’t strictly followed, adding an extra layer of excitement to the game—and we’re not complaining! Wishing everyone a joyful start to the holiday season! ✨

Jimmy Lee recently joined Bloomberg Radio’s Drive to the Close to dive into his take on whether the market can sustain its momentum into 2025, bullish trends in equities, led by tech but now broadening to sectors like financials and small caps, along with opportunities in bonds as yields climb back up. For investment strategies to consider and more, listen to the full interview segment beginning at the 46:00 mark: https://bit.ly/4ig1Qcp

Insightful perspectives from our Chief Market Strategist, Talley Leger, as he spoke to long-time financial commentator Chuck Jaffe on Money Life! Talley highlights a potential 'Santa Claus Rally,' the rise of small caps, and shifts in market leadership. With tailwinds like easing bond yields and evolving economic signals, there's plenty to navigate for investors. Hear why Talley emphasizes optimism and seizing opportunities in the current market environment, starting at 17:30 here: https://bit.ly/418FWl6 

What’s ahead for markets as we close out the year? Jimmy Lee recently joined Yahoo Finance to discuss his year-end outlook for the S&P 500, emphasizing opportunities in stocks beyond the "Magnificent 7," including cyclical sectors and small caps. He also weighed in on the impact of a new president-elect and how Trump’s tariffs could shape Asian markets. Watch the full segment here: https://bit.ly/3V8SEN5 

“It's not out of the woods for the Fed to say ‘Hey look, we've cut a little, let's pause and then cut some more,” said our CIO, Jim Worden, CFA, CMT, CAIA on Bloomberg Radio following the November Fed meeting. During the interview, Jim also discussed how to position into year-end after the Fed’s latest rate cut and presidential election results, opportunities in industrials, financials, and real estate and investment strategies to consider. Listen to the full segment beginning at 30:00 for more insights: https://lnkd.in/gbgYPQuz

On this Veterans Day, we extend our deepest gratitude to the brave men and women who have served and sacrificed to protect our freedoms. Your courage, dedication, and unwavering commitment to our nation inspire us all. Today, we remember and honor you. Thank you for your service. #VeteransDay #Gratitude #Honor #ThankYouVeterans

How will shifting political power affect the market outlook for the rest of 2024? On Schwab Network, our CIO, Jim Worden, CFA, CMT, CAIA, highlighted the stocks and sectors he’s watching including financial services, industrials and more. Jim also offered his insights into Fed policy going forward, anticipating the Fed will cut interest rates by 25 basis points in November and again in December—though resilient consumer spending could pave the way for a cut and eventual pause. For more, watch the full interview here: https://bit.ly/3YVp5Rh

Happy, Happy Birthday to our CEO, Jimmy Lee! Your vision and leadership have been instrumental in WCG's success, and we're grateful for all you do. Here’s to a fantastic year ahead! 🎉 #HappyBirthday #WCG

“I think the challenge is to force ourselves to take profits from some of those darlings and reallocate into the laggards,” said our Chief Market Strategist, Talley Leger, on Bloomberg Surveillance, pointing to domestic value cyclicals like industrials and global plays like materials. Watch the full interview starting at the 1:22:30 mark for more insights on the “Mag 7” concentration risk and his earnings outlook as 5 of these heavyweights report this week: tinyurl.com/4mxf2b6s