Lee Investment Management

Newsletters

The Employment Situation: A Closely Watched Report

Among all the economic indicators released each month, the Employment Situation is one of the most highly anticipated and can move financial markets.
Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.
Test Your Knowledge of Estate Planning

Taking this quiz may help increase understanding of estate planning.
Goodbye Passwords, Hello Passkeys

As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.
College Funding

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

How much would your monthly lease payment be?
IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.