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

5 hours ago

Senior Strategist Doug Drabik shares that notable differences between stocks and bonds are a reason they complement each other so well. When properly allocated, growth assets and wealth preservation assets can be a formidable investment portfolio strategy. raymondjamesconnect.com/ty7NHr

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Wilmot(Bill) Lee III, AIF® @IntrepidFinance

10 hours ago

Equity futures point to a modestly higher opening this morning after a Friday session that saw the major averages finish lower but still capture gains for the week. Read more in the Morning Brew. raymondjamesconnect.com/tEqb_o

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Wilmot(Bill) Lee III, AIF® @IntrepidFinance

11 hours ago

Treasury yields unsurprisingly took a tumble following August's weak jobs report, with the 2-year yield falling to its lowest level since September 2022. CIO Larry Adam provides insight into this and other market-moving headlines in Up & Adam. raymondjamesconnect.com/tOyskn

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Wilmot(Bill) Lee III, AIF® @IntrepidFinance

3 days ago

After a strong summer rally, the equity market is showing signs of fatigue as it enters what has historically been the toughest month for markets. CIO Larry Adam looks at five emerging risks that could test investor confidence and stir volatility in his la raymondjamesconnect.com/tMLyEu

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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/twMS-r

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Wilmot(Bill) Lee III, AIF® @IntrepidFinance

3 days ago

Stocks moved higher yesterday as rate cut expectations firmed ahead of the September FOMC meeting. Today's release of the August Nonfarm Payroll Report is an important metric amid some recent cooling in the labor market. Read more in the Morning Brew. raymondjamesconnect.com/tgm-D-

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Wilmot(Bill) Lee III, AIF® @IntrepidFinance

3 days ago

September 5 is 401(k) Day and serves as a reminder of the value of starting early and investing consistently over time. CIO Larry Adam provides insight into this and other market-moving headlines in Up & Adam. raymondjamesconnect.com/t7YEXd

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Wilmot(Bill) Lee III, AIF® @IntrepidFinance

4 days ago

Coming off the Labor Day holiday, investors were reminded not to get complacent. September has been the weakest-performing month over the past 25 years, with an average return of -1.51%. Read more in the Weekly Market Guide. raymondjamesconnect.com/tXQJ4f

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Wilmot(Bill) Lee III, AIF® @IntrepidFinance

4 days ago

In what promises to be another high-profile case, President Trump has sought an appeal in the U.S. Supreme Court to a ruling that found the majority of his global tariffs illegal. Read more in the Morning Brew. raymondjamesconnect.com/tiy6bz

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Wilmot(Bill) Lee III, AIF® @IntrepidFinance

4 days ago

Ahead of the holiday shopping season, PwC's holiday outlook shows US consumers plan to cut holiday spending by 5% YoY – the first meaningful decline since 2020. CIO Larry Adam provides insight into this and other market-moving headlines in Up & Adam. raymondjamesconnect.com/t85LR7

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Wilmot(Bill) Lee III, AIF® @IntrepidFinance

5 days ago

The upward move in futures comes after yesterday's slide that saw stocks finish lower but finish substantially improved after some afternoon buy-the-dip activity bounced the major averages off their session lows. Read more in the Morning Brew. raymondjamesconnect.com/tidg2r

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Wilmot(Bill) Lee III, AIF® @IntrepidFinance

5 days ago

Since the April 8 bottom, the S&P 500 is up ~29% over the last 100 trading days. That's the seventh-best stretch since 1950. CIO Larry Adam puts the current run into context and provides insight into other market-moving headlines in Up & Adam. raymondjamesconnect.com/tmk_Vi

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Wilmot(Bill) Lee III, AIF® @IntrepidFinance

6 days ago

The financial markets held strong against tariff headwinds throughout the month of August, with the S&P 500 reaching its 20th all-time high this year. Small-cap equities led the way in overall growth. Read the details in our monthly market report: raymondjamesconnect.com/tmN_Zc

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Wilmot(Bill) Lee III, AIF® @IntrepidFinance

6 days ago

What is a call feature on a bond? Senior Strategist Doug Drabik breaks it all down and explains that understanding the risk of the call is paramount. See more insights in the Weekly Bond Market Commentary. raymondjamesconnect.com/tmLHU3

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Wilmot(Bill) Lee III, AIF® @IntrepidFinance

6 days ago

Equity futures point to a lower opening to start September after a dip on Friday that ended an otherwise exceptional August, pushing the Dow, Nasdaq, and S&P 500 to record high levels. Read more in the Morning Brew. raymondjamesconnect.com/thM22Y

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Wilmot(Bill) Lee III, AIF® @IntrepidFinance

6 days ago

A full slate of economic and labor data will hold market participants' attention with the September FOMC meeting set to begin in two weeks. CIO Larry Adam provides insight into this and other market-moving headlines in Up & Adam. raymondjamesconnect.com/teWium

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Wilmot(Bill) Lee III, AIF® @IntrepidFinance

a week ago

The futures for the major indices are all lower this morning following yesterday's record-high move for the S&P 500. Read more in the Morning Brew. raymondjamesconnect.com/tRWK8B

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Wilmot(Bill) Lee III, AIF® @IntrepidFinance

a week ago

The S&P 500 gained ~12% from Memorial Day to Labor Day – its third-best summer in nearly 40 years, and the ninth positive summer over the past 10 years. CIO Larry Adam provides insight into this and other market-moving headlines in Up & Adam. raymondjamesconnect.com/tVHA6C

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Wilmot(Bill) Lee III, AIF® @IntrepidFinance

2 weeks ago

While broader inflation has ticked up in recent months, travel-related costs are muted heading into Labor Day weekend. CIO Larry Adam provides insight into this and other market-moving headlines in Up & Adam. raymondjamesconnect.com/tsNgGr

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Wilmot(Bill) Lee III, AIF® @IntrepidFinance

2 weeks ago

Equity futures are mixed this morning following yesterday's advance that saw the S&P 500 capture a fresh intraday record (6,487.03) and closing high (6,481.40). Read more in the Morning Brew. raymondjamesconnect.com/tUkxgi