Wilmot(Bill) Lee III, AIF® @IntrepidFinance

Financial Planner / Licensed Life, Disability & Long-Term Care Insurance https://t.co/VHH4KrY2XP IntrepidFinancialServices.com Greenwich, Connecticut Joined April 2011

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Wilmot(Bill) Lee III, AIF® @IntrepidFinance

4 hours ago

Like a golf ball never landing precisely in the same spot, making every stroke for a golfer a unique experience, economic variables give rise to diverse investor situations notes Senior Strategist Doug Drabik. raymondjamesconnect.com/t-tFZk

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Wilmot(Bill) Lee III, AIF® @IntrepidFinance

8 hours ago

President Trump will meet with congressional leaders of both parties today ahead of the government funding deadline tomorrow night, according to Politico. Read More in the Morning Brew. raymondjamesconnect.com/tCDx13

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Wilmot(Bill) Lee III, AIF® @IntrepidFinance

9 hours ago

The health of the labor market should come into focus this week, with the JOLTS report releasing Tuesday. A new consumer confidence report will also be released, which will highlight views of job availability. CIO Larry Adam provides insight in Up & Adam. raymondjamesconnect.com/tdoIXt

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Wilmot(Bill) Lee III, AIF® @IntrepidFinance

3 days ago

Consumption spending surged in August, but income growth didn't keep pace. Chief Economist Eugenio Alemán provides further insight in his Weekly Economic Commentary. raymondjamesconnect.com/tXvval

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Wilmot(Bill) Lee III, AIF® @IntrepidFinance

3 days ago

As we head into the final three months of 2025, the economic backdrop may grow more complex. What could we expect to see unfold? CIO Larry Adam provides insight in his latest Weekly Headings. raymondjamesconnect.com/t39UzV

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Wilmot(Bill) Lee III, AIF® @IntrepidFinance

3 days ago

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot. raymondjamesconnect.com/tyntDu

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Wilmot(Bill) Lee III, AIF® @IntrepidFinance

3 days ago

Yesterday's session saw the major averages deepen their retreat from record highs, though the backtracking only sent the S&P 500 back to levels from the middle of last week. Read More in the Morning Brew. raymondjamesconnect.com/tQqGtR

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Wilmot(Bill) Lee III, AIF® @IntrepidFinance

3 days ago

President Donald Trump unveiled new tariffs that will go into effect on October 1. More sectoral tariffs are likely ahead as two new trade inquiries were also launched. CIO Larry Adam provides insight into this and other market headlines in Up & Adam. raymondjamesconnect.com/tZkeOK

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Wilmot(Bill) Lee III, AIF® @IntrepidFinance

4 days ago

The equity market continues to climb, taking last week's FOMC decision in stride, with positive technical indicators and signs of broader participation (as the small caps hit all-time highs). Read more in the Weekly Market Guide. raymondjamesconnect.com/tTLJzK

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Wilmot(Bill) Lee III, AIF® @IntrepidFinance

4 days ago

The stock market's retreat yesterday was the first day this week the S&P 500 did not touch a new intraday high and was the second consecutive day that the major averages closed with losses. Read More in the Morning Brew. raymondjamesconnect.com/td66xp

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Wilmot(Bill) Lee III, AIF® @IntrepidFinance

4 days ago

While equities have paused in recent days, 3Q25 was a strong quarter for US stocks, with the S&P 500 up ~7% QTD. The index recorded 23 all-time highs, matching the most in any quarter since 1998. CIO Larry Adam provides insight in Up & Adam. raymondjamesconnect.com/t55NNf

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Wilmot(Bill) Lee III, AIF® @IntrepidFinance

5 days ago

The stock market is on track for a modestly higher start this morning on the heels of yesterday's retreat that saw considerable weakness in mega-cap and tech names. Read More in the Morning Brew. raymondjamesconnect.com/t8ePsL

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Wilmot(Bill) Lee III, AIF® @IntrepidFinance

5 days ago

While fundamentals continue to support equities, technical indicators point to near-term caution. CIO Larry Adam provides insight into this and other market-moving headlines in Up & Adam. raymondjamesconnect.com/t6yHA5

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Wilmot(Bill) Lee III, AIF® @IntrepidFinance

6 days ago

Equity futures point to a flat opening this morning after mega-cap tech strength led the major averages to fresh record highs yesterday. Read More in the Morning Brew. raymondjamesconnect.com/tV82Ju

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Wilmot(Bill) Lee III, AIF® @IntrepidFinance

6 days ago

Quantum computing stocks have surged recently and are garnering attention about being a potential new megatrend. CIO Larry Adam provides insight into this and other market-moving headlines in Up & Adam. raymondjamesconnect.com/tWD_RX

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Wilmot(Bill) Lee III, AIF® @IntrepidFinance

a week ago

While we may not be at the recent peak of interest rates, yields are still at very attractive levels from a historical perspective notes Strategist Drew O'Neil. See more insights in the Weekly Bond Market Commentary. raymondjamesconnect.com/tirsFJ

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Wilmot(Bill) Lee III, AIF® @IntrepidFinance

a week ago

The stock market is on track for a lower opening this morning after strong performances across mega-cap names sent the S&P 500, Nasdaq Composite, and DJIA to record high levels on Friday. Read More in the Morning Brew. raymondjamesconnect.com/tRfEfD

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Wilmot(Bill) Lee III, AIF® @IntrepidFinance

a week ago

Summer has traditionally been the weakest season for the S&P 500, but this summer defied expectations as the index gained 11.7%, the strongest performance since 2009. CIO Larry Adam provides insight into this and other market-moving headlines in Up & Adam. raymondjamesconnect.com/tOC5QD

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Wilmot(Bill) Lee III, AIF® @IntrepidFinance

a week ago

What's driving the Fed's resumption of its easing cycle? CIO Larry Adam breaks down the renewed focus on interest rates, the challenges of rising debt and the outlook for long-term economic growth in the latest Weekly Headings. raymondjamesconnect.com/tfaz0a

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Wilmot(Bill) Lee III, AIF® @IntrepidFinance

a week ago

Chief Economist Eugenio Alemán unpacks the latest FOMC meeting decision and how shifting labor dynamics and inflation could shape future decisions. raymondjamesconnect.com/tk78vj