WealthCG

Securities offered through LPL Financial, Member SPIC. Investment advice offered through WCG Wealth Advisors, LLC, a registered investment advisor.

[WealthCG @WealthCG]

Markets may be pricing in a smoother path ahead but inflation remains a key risk to watch.

In @SPGMarketIntel, @jleewcg shares why persistent inflation pressures and shifting rate expectations could create volatility for investors this summer.

Read more: https://t.co/W2i4qwBqye

[WealthCG @WealthCG]

@jleewcg and Andy Kalbaugh sit down with Matt Enyedi, Chief Client Officer at LPL Financial, to discuss AI, scale, cybersecurity, succession planning, and why human connection still matters most in financial advice.

#FinancialAdvisors #WealthManagement #AdvisorGrowth #AI

[WealthCG @WealthCG]

AI and mega-cap tech have fueled the rally, but investors are now looking beyond the crowded trade. 

@jleewcg shares with @SPGMarketIntel, fresh flows into small caps may signal a broadening market and new opportunities for diversification.

Full article: https://t.co/vPtefYSJQU

[WealthCG @WealthCG]

WCG Chief Market Strategist @TalleyLeger joined @SchwabNetwork and noted that while monthly payroll gains improved, YoY job growth remains subdued. He also discussed why bond yields continue to reflect persistent core inflation pressures. 

Watch here: https://t.co/1s5bNVbGvc

[WealthCG @WealthCG]

WCG Chief Market Strategist @TalleyLeger joins @SchwabNetwork tomorrow morning to share his latest assessment of Treasury yields and the broader market outlook ahead of the June Federal Reserve meeting.

Watch live at 9:10am ET / 6:10am PT: https://t.co/N6QEgYRrFf
#Markets

[WealthCG @WealthCG]

Markets are noisy. Process matters.
On episode 73 of The Bull of Wall Street, @jleewcg, @TalleyLeger, and Jim Worden discuss WCG’s market outlook, AI, risk, rates, energy, and portfolio construction.
#TheBullOfWallStreet #FinancialAdvisors #MarketOutlook #InvestmentManagement #AI

[WealthCG @WealthCG]

@jleewcg joined @BNNBloomberg to discuss market volatility, rates, and where investors are finding opportunity, highlighting industrials, materials, and small caps as markets broaden beyond large-cap tech, while continuing to play tech on dips.

Watch via: https://t.co/kYGVgyK7Jy

[WealthCG @WealthCG]

Our CIO Jim Worden joined @cvpayne on @FoxBusiness today to discuss how investors can remain optimistic in today’s market environment despite ongoing uncertainty.

Watch here: https://t.co/ck41M13TjZ

#MarketInsights #Markets #Investing #AI

[WealthCG @WealthCG]

CIO Jim Worden joins @FoxBusiness Network at 2:50pm ET to discuss why markets may continue climbing despite investor hesitation at all-time highs, the “wall of worry,” and the AI-driven names and sectors he’s watching now.

Watch live: https://t.co/dQ8CZM7NjB
#Markets #Investing

[WealthCG @WealthCG]

WCG Chief Market Strategist @TalleyLeger joins @bsurveillance on Monday, 5/11, to discuss the latest jobs data, the Fed’s patient approach, and today’s split market backdrop. He’ll also cover oil, geopolitics, and investor sentiment.

Live at 9:25 AM ET: https://t.co/GJH8b6RCBt

[WealthCG @WealthCG]

Today, WCG Chief Market Strategist @TalleyLeger joins @YahooFinance to break down Friday’s jobs report, the Fed’s wait-and-see stance, and what a “bi-polar” market means for small vs mega caps amid ongoing oil and geopolitical dynamics.

Watch at 3 PM ET: https://t.co/RkUWZpK2IS

[WealthCG @WealthCG]

Chief Market Strategist @TalleyLeger joined @CowGuyClose to discuss today’s market environment and why some of the best opportunities can emerge during the most challenging times.

Watch here: https://t.co/9cXH1JjZAh

#MarketInsights #WealthManagement #InvestmentStrategy

[WealthCG @WealthCG]

@TalleyLeger, WCG Chief Market Strategist, tells @Bloomberg Big Tech earnings validate the broader strategy, even amid concerns about rising spend and notes that tech remains the clear economic bright spot with strong underlying momentum.

Read more via: https://t.co/dlxuFKe67L

[WealthCG @WealthCG]

CEO @jleewcg joined @CNBCMorningCall in-studio this morning to discuss his latest market outlook and why investors are increasingly focused on earnings growth over geopolitical noise.

Watch here: https://t.co/ZMD6i5PsJ7
#MarketInsights #FinancialAdvisors #WealthManagement

[WealthCG @WealthCG]

Markets are reacting to geopolitical risk and oil volatility, but the underlying data may tell a different story.

Catch @TalleyLeger, WCG Chief Market Strategist, live on @BBCNews Monday (5/4) at 9:30 AM ET, as he breaks down what’s driving markets: https://t.co/e7ESv52DR1

[WealthCG @WealthCG]

Monday, 5/4, at 5 AM ET / 2 AM PT, @jleewcg joins @CNBCWEX in-studio, where he’ll discuss how rising geopolitical tensions are driving oil volatility, adding pressure to the inflation outlook, and pushing Fed rate-cut expectations further out.

Watch live: https://t.co/StNBeG3SK2

[WealthCG @WealthCG]

Tomorrow morning @jleewcg joins @FoxBusiness to discuss markets navigating renewed volatility as investors weigh rising oil prices, sticky inflation and shifting Fed expectations amid peak earnings season.
Catch the live interview at 6:10 AM ET/3:10 AM PT: https://t.co/i7BV4HlHP7

[WealthCG @WealthCG]

Stocks have historically risen ~20% in the 12 months after major conflicts. Chief Market Strategist @TalleyLeger joined @CowGuyClose to explain why that pattern is unfolding again following the Strait of Hormuz reopening.

Watch here: https://t.co/QkdYbwU8bq
#MarketStrategy

[WealthCG @WealthCG]

Chief Market Strategist @TalleyLeger joined @BNNBloomberg to discuss what’s driving markets higher, and why strong earnings, resilient sentiment, and AI-driven growth continue to lead the way.

Watch here: https://t.co/nb0Gk32DO1

#MarketInsights #MarketStrategy #Investing

[WealthCG @WealthCG]

New Bull of Wall Street episode with Sam Ro, founder of Tiker.

We discuss:
Why markets often feel worse than long-term data suggests
How advisors can prepare clients for drawdowns
Consumer spending, earnings and market resilience
Why innovation still matters to long-term returns