Mark K Starr, AAMS

09/23/2025

We are proud to announce that The Wealth Consulting Group has been named one of Barron's Advisor Top 100 RIA Firms for 2025!

Congratulations and heartfelt gratitude to all of our amazing financial advisors and team members. This recognition reflects our dedication to fulfilling WCG’s mission of for ourselves and for every client we serve.

At WCG, we believe in more than just building a firm, we’re committed to helping advisors find their forever home. This honor is a reflection of the strength of our community, the trust of our clients, and the unwavering dedication of our team.

09/18/2025

Big moves from the Fed, and big insights ahead from WCG.

Our CIO, Jim Worden, CFA, CMT, CAIA will be live on Schwab Network today at 11AM ET / 8AM PT with Marley Kayden to break down the Fed’s latest rate cut and what it could mean for markets.

📺 Don’t miss it: https://schwabnetwork.com/

09/11/2025

Today, we pause to remember.

September 11th is a day etched into our hearts, one of unimaginable loss, unbreakable courage, and unwavering unity. We honor the lives lost, the heroes who ran toward danger, and the families who carry on with strength and grace.

May we never forget what was taken, and may we always remember what rose in its place. Resilience, compassion, and the enduring spirit of a nation that stands together.

08/26/2025

“The market has done just fine without Fed rate cuts so the cuts are just icing on the cake,” said our Chief Market Strategist, Talley Leger on Yahoo Finance as he highlights why he remains bullish heading into year-end.

Beyond the potential for a Fed pivot, Talley pointed to several under-appreciated tailwinds such as investor sentiment remaining broadly pessimistic, which he sees as a contrarian positive; earnings growth is strong and gaining clarity around trade and tariffs is helping reduce uncertainty.

Talley also mentioned the technology sector and the ongoing AI investment cycle, not just in terms of spending, but also its longer-term deflationary impact on the economy.

For more, watch the full interview segment: https://finance.yahoo.com/video/powell-stuck-landing-jackson-hole-213000002.html

US stocks (^DJI, ^GSPC, ^IXIC) climbed higher following Federal Reserve Chair Jerome Powell's Jackson Hole speech, in which he hinted at the possibility of September rate cuts. Wealth Consulting Group chief market strategist Talley Léger joins Market Domination with Josh Lipton and TheBigSkinny.com...

08/14/2025

What My Dog Taught Me About Loss, Grief and Life Insurance

My spouse, Jorvany, and I have two dogs: Max, a Terrier mix, and Nani, a Chihuahua. On July 4th, Jorvany left for a month-long trip to visit his family in Veracruz, Mexico. He took Nani with him, thinking it would be easier for me to care for just one dog while he was away.

08/13/2025

Rethinking Multi-Factor Investing: Is Smart Beta Smart?

I remember when multi-factor strategies became popular 15 years ago. They were marketed to add more diversification than the market while capturing the known risk premia – value, momentum, quality, volatility, and size – and were considered “smart beta.”I spoke with two advisors the other da...

08/12/2025

What the One Big Beautiful Bill Act Means for Your Financial Plan

On July 4, 2025, the One Big Beautiful Bill Act (OBBBA) was signed into law. This sweeping legislative package combines permanent tax reforms, new deductions, and significant spending changes across federal programs. Here are a few of the most talked about tax provisions and how they might impact yo...

07/16/2025

The hits just keep on coming! What an incredible team of leaders being assembled at The Wealth Consulting Group. See the press release below: https://www.prnewswire.com/news-releases/the-wealth-consulting-group-names-highly-respected-industry-leaders-to-new-advisory-board-302505394.html

/PRNewswire/ -- The Wealth Consulting Group (WCG), a fast-growing hybrid RIA and wealth management platform, today announced the creation of its non-fiduciary...

07/15/2025

Weekly Market Commentary 06.02.2025

The MarketsConsumers were feeling cautiously optimistic.When people talk about the United States economy, they’re usually referring to gross domestic product (GDP), which is the value of all goods and services produced in here. For the first quarter of this year, U.S. GDP was nearly $30 trillion. ...

07/14/2025

Weekly Market Commentary 06.09.2025

The Markets Employment was top of mind for financial markets last week. Economists and investors hoped May employment information would provide insight to the state of the United States economy, as well as clues about when the Federal Reserve (Fed) may lower the federal funds rate again.

07/13/2025

The Case for Succession Planning

A business owner's mindset is often focused on long-term survival. Yet, according to the U.S. Bureau of Labor Statistics, only 25% of new businesses survive 15 years or longer. In the early years, owners are typically laser-focused on growth, often overlooking one critical element: succession planni...

07/12/2025

Estate Planning Basics: What Everyone Should Know by Caitlin Allard

When people hear the term estate planning, many assume it’s something only the wealthy need to worry about. In reality, estate planning is an essential part of financial planning for nearly everyone—regardless of age, income, or assets.At its core, estate planning is about making sure your wishe...