Victor Lee, Financial Planner

09/08/2026

U.S. markets ended last week mixed as strong economic data, higher Treasury yields, and rising U.S.-Iran tensions influenced sentiment. The S&P 500 gained 0.13%, led by technology and energy, while rate-sensitive sectors lagged. Strong August payrolls boosted expectations for tighter Fed policy, lifting oil prices and pressuring gold.

09/08/2026

Many of life's biggest financial decisions extend beyond picking investments. They often involve navigating uncertainty, weighing trade-offs, and staying focused on long-term goals. In this thought-provoking piece, Daken Vanderburg, Chief Investment Officer MassMutual Wealth Management, explores why guidance and perspective can be just as valuable as knowledge. Check it out.

Like the harbor pilots that guide colossal ships into harbor, advisors can help with navigating tricky financial waters.

09/07/2026

Happy Labor Day! Hope everyone has a nice and relaxing weekend.

08/31/2026

U.S. equities edged higher last week on strong AI-driven tech earnings, though gains were limited by hawkish Fed commentary. Persistent inflation kept investors focused on the outlook for interest rates, leading to mixed Treasury performance. Meanwhile, lower oil prices helped ease some inflation concerns. Check out this week’s market perspective to learn more.

08/28/2026

Nearly half of all business owners plan to use investments and savings as their main source of retirement income. Let’s look at your options.

Source: LIMRA, Small Business Owners Consortia Study, December 2023

08/27/2026

AM Best, S&P, and Moody’s ratings are key elements when determining the strength of an insurer. Let’s talk about who these organizations are and what their ratings mean for
your retirement planning.

08/27/2026

Does this number surprise you? Drop a 👍 if you’ve started planning or a 💭 if you haven’t yet. Let’s talk about it.

08/26/2026

India’s Independence Day honors the vibrant legacy of family traditions, cultural stories,
and strong values that connect generations. We’re proud to celebrate the richness of the Indian community and wish all who celebrate a joyful Independence Day.

08/25/2026

Last week, U.S. markets weakened as higher Treasury yields and borrowing costs weighed on investor sentiment, especially among growth-oriented areas of the market. Inflation concerns linked to energy prices and geopolitical tensions pushed bond yields higher. Economic data was mixed, with softer consumer spending balanced by stronger business activity. Read this week’s market perspective to learn more.

08/24/2026

If you’re saving for retirement, you’re probably used to seeing the value of your retirement accounts go up and down with the financial markets. Learn how whole life insurance could help you be better prepared for economic downturns during your retirement, then let's connect to find a strategy that's right for you.

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