Jim Lee

Photo of Jim Lee

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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It’s showtime for Ethereum as the merge approaches

Jun. 3, 2022 1:03 pm

It’s showtime for Ethereum as the merge approaches

Why one of the most popular cryptocurrencies is having a bit of a moment — with a deadline.
Downtrends don’t last forever. So when is the bottom for stocks?

May 31, 2022 11:43 am

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

Here's what futurist Jim Lee says cycles have to tell us about market recovery.
Crypto, VR, healthcare? Where this futurist says to look for high-growth stocks

Dec. 9, 2021 10:26 am

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

When a story goes from fringe to mainstream, there is often serious money to be made, writes futurist Jim Lee.
Yes, the world really is moving faster: On the data behind high-growth stocks

Nov. 3, 2021 12:59 pm

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

The time that it takes to get a 100x return on top growth stocks appears to be shortening, writes futurist Jim Lee.
Here’s your 2021 economic forecast from a Delaware futurist

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.
Batteries, the power storage revolution and Delaware’s role

Dec. 14, 2020 1:17 pm

Batteries, the power storage revolution and Delaware’s role

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.
What’s so special about SPACs?

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.
9 finance — and life — lessons for new college students

Aug. 17, 2020 2:09 pm

9 finance — and life — lessons for new college students

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

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.