Click the image above to download the full document Disclaimer Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of [...]
Lee Financial is proud to have again been named as a “Top Wealth Manager in Dallas” by D Magazine and have 3 team members included in D Magazine’s 2020 list of [...]
Now in it's 17th year, October is National Cybersecurity Awareness month, which aims to raise awareness of the importance of cybersecurity and need to be safe online. Here are 10 general [...]
The field of behavioral finance focuses on the emotional and cognitive aspects of investing. In recent decades, well-known economists have advanced the theory that investors' decisions can be driven by human [...]
By now you know that Congress has passed a $2 trillion relief bill to help keep individuals and businesses afloat during these difficult times. The Coronavirus Aid, Relief, and Economic Security [...]