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?"

-30-

Jun. 3, 2022 1:03 pm

It’s showtime for Ethereum as the merge approaches

By Jim Lee /

Why one of the most popular cryptocurrencies is having a bit of a moment — with a deadline.

May 31, 2022 11:43 am

Downtrends don’t last forever. So when is the bottom for stocks?

By Jim Lee /

Here's what futurist Jim Lee says cycles have to tell us about market recovery.

Dec. 9, 2021 10:26 am

Crypto, VR, healthcare? Where this futurist says to look for high-growth stocks

By Jim Lee /

When a story goes from fringe to mainstream, there is often serious money to be made, writes futurist Jim Lee.

Nov. 3, 2021 12:59 pm

Yes, the world really is moving faster: On the data behind high-growth stocks

By Jim Lee /

The time that it takes to get a 100x return on top growth stocks appears to be shortening, writes futurist Jim Lee.

Sep. 8, 2021 5:10 pm

Gov intervention helped prevent an economic catastrophe during the pandemic. Here’s what’s next

By Jim Lee /

Here’s your 2021 economic forecast from a Delaware futurist

By Jim Lee /

Expect more bailouts and stimulus programs, and a bubble followed by a boom in crypto assets, writes investment advisor Jim Lee.

Dec. 14, 2020 1:17 pm

Batteries, the power storage revolution and Delaware’s role

By Jim Lee /

Newark is becoming a surprise powerhouse of post-petroleum power generation and storage technology, writes futurist Jim Lee. Here's an overview of the energy storage landscape.

Nov. 12, 2020 7:28 am

What’s so special about SPACs?

By Jim Lee /

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.

Aug. 17, 2020 2:09 pm

9 finance — and life — lessons for new college students

By Jim Lee /

"There is a significant gap between financial theory and what actually works," writes StratFI founder Jim Lee. Here's what he's learned since his own higher ed years.

Jan. 23, 2020 7:16 am

Here’s a look at 2020 economic trends from a Delaware futurist

By Jim Lee /

2019 was full of economic surprises — mostly delightful, writes investment advisor Jim Lee, who has some ideas about what that means for this year.