James Lee

/James Lee
James Lee

About James Lee

James Lee is the founder of Strategic Foresight Investments LLC (StratFI). He is a Delaware-based investment advisor distinguished by his expertise in emerging technologies and social trends. 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 is an active member of the Association of Professional Futurists (APF) and holds multiple well-respected professional certifications: Certified Financial Planner (CFP®)Chartered Financial Analyst (CFA) and Chartered Market Technician (CMT). Jim has been quoted in publications such as The Wall Street Journal, Financial Planning, and Medical Economics. As an academically-trained futurist, he has written for the Journal of Futures Studies, Technological Forecasting and Social Change, and The Futurist. Jim is the author of the book Resilience and the Future of Everyday Life, published in 2012. He is a member of the advisory board for the Lifeboat Foundation.

Credit Cards – A Financial ‘Power Tool’

Credit cards are a financial “power-tool” that don’t require safety goggles or gloves.  However, like many other tools, they need to be handled with a […]

By |October 7th, 2016|Categories: Personal Finance|Tags: , , |0 Comments

Why Robo Advisors Are Not Cutting Edge

I’m an obsessive trend-tracker and it came as no surprise when friends and colleagues started forwarding an article from Bloomberg about the rise of the […]

The Best (Safe) Investment You’ll Ever Make – Paying Down Your Mortgage

Are you looking for peace of mind, and significantly improved monthly cash flow?  This could be a great time to pay down or pay off […]

By |June 5th, 2015|Categories: Personal Finance|Tags: , , , , |0 Comments

10 Financial Resolutions for 2015

According to a recent article in the Journal of Psychology, almost half of all Americans make a New Year’s Resolution.   What do most of us want to do […]