Lee Investment Management

Newsletters

Foreign Stocks Outperformed in 2025

Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.
HOT TOPIC: Pressure at the Pump: Will High Gas Prices Shake the U.S. Economy?

This article looks at why gas is so expensive, what it might take to stop the upward trend, and the potential effect of high gas prices on consumers and the broader economy.
HOT TOPIC: Trade Update: The Supreme Court Stepped In, but Many Tariffs Stand

This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.
Separately Managed Accounts: Tax-Efficiency and Tailored for You

With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.
College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.
Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.