James H. Lee ("Jim") has a long and successful track record in investment management and research. Prior to founding StratFI, he led the investment committee and managed more than $700 million at Lau Associates, now a part of Bryn Mawr Trust. He began his career in 1991 working as a financial planner for American Express Financial Advisors (now Ameriprise). More recently, Jim has gained media attention as Delaware's only professional futurist. A popular keynote speaker and presenter on trends, Jim has traveled throughout the country and abroad, sharing his unique insights on "what happens next?"
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Sep. 8, 2021 5:10 pm
Gov intervention helped prevent an economic catastrophe during the pandemic. Here’s what’s next
See also: "monetary velocity."
Jan. 19, 2021 7:25 am
Here’s your 2021 economic forecast from a Delaware futurist
Expect more bailouts and stimulus programs, and a bubble followed by a boom in crypto assets, writes investment advisor Jim Lee.
Nov. 12, 2020 7:28 am
What’s so special about SPACs?
Special Purpose Acquisition Companies offer the allure of mingling with the rich and provide an opportunity for rapid gains. But there's a catch: You don't know what you'll end up owning.
Jan. 23, 2020 7:16 am
Here’s a look at 2020 economic trends from a Delaware futurist
2019 was full of economic surprises — mostly delightful, writes investment advisor Jim Lee, who has some ideas about what that means for this year.