StratFI

StratFI We provide a dynamic, forward-looking alternative to the run-of-the-mill investing approach offered by most firms. Our goal is to help you succeed.

Jim Lee is an independent financial advisor helping individuals to improve their cash flow, grow assets, and prepare for retirement. He is a Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) and member of the Association of Professional Futurists (APF). A Different Approach
We provide a dynamic, forward-looking alternative to the run-of-the-mill investing approach offered by mo

st financial planning firms. Through our expert analysis of developing trends, we believe we are able to pinpoint investment opportunities and risks well before others become aware of them. On Your Side
StratFI is committed to a client-first business model. We customize our investment strategies to meet the needs of our individual clients. Just as importantly, we never accept commissions for recommending any product or solution. Award-Winning 5-Star Advisor
The Paladin Registry independently evaluates and rates the qualifications of financial advisors. Paladin issues ratings based on a comprehensive review of advisor credentials, ethics, business practices, and services. Since 2004, Paladin has reviewed the qualifications of more than 16,000 advisors and awarded its 5-star rating to only the top 7%. Trusted Partner
At StratFI, we believe that our combination of experience, expertise and commitment to our clients puts us head and shoulders above the competition. We invite you to get in touch to learn more.

And the interesting thing here is that Alan Greenspan is legendary as past Federal Reserve Chair for 19 years and served...
06/05/2026

And the interesting thing here is that Alan Greenspan is legendary as past Federal Reserve Chair for 19 years and served under four presidents. Greenspan had a trial by fire during the Crash of '87.

What if the future isn’t fixed, but instead a range of possible timelines shaped by our feelings, habits, and decisions?...
06/01/2026

What if the future isn’t fixed, but instead a range of possible timelines shaped by our feelings, habits, and decisions? Quantum jumping is the idea that small shifts in perspective can gradually move us toward a better version of the future.

Mindset, habits, and perspective shape the future you experience. Strategic foresight, quantum jumping, and intentional decision-making in everyday life.

Podcast interview on Money Life with Chuck Jaffe now live. I cover the markets, liquidity, and my new favorite technica...
05/31/2026

Podcast interview on Money Life with Chuck Jaffe now live. I cover the markets, liquidity, and my new favorite technical indicator, narrative acceleration.

Darrell Cronk, chief investment officer at , says he expects inflation will top 4% during the summer, which will put pressure on the Federal Reserve to hike interest rates, but that could dramatically increase the potential for recession because rate hikes and oil-driven inflation stocks, historical...

For anyone thinking about the SpaceX IPO. Could be an interesting short-term trade based on index fund buying, but a ba...
05/29/2026

For anyone thinking about the SpaceX IPO. Could be an interesting short-term trade based on index fund buying, but a bad investment when you go out 12 months. After that, who knows?

An inside look at the futurist toolbox.
04/28/2026

An inside look at the futurist toolbox.

Viewing the future as a spectrum of possibilities helps investors think creatively, adapt to change, and build portfolios designed to capture opportunity while managing uncertainty.

This is super-interesting... if you look at the losses in the S&P 500 year-to-date, almost all of the decline can be att...
04/02/2026

This is super-interesting... if you look at the losses in the S&P 500 year-to-date, almost all of the decline can be attributed to members of the Magnificent Seven. The other 493 stocks don't show much of a difference.

Markets do not usually fall apart because of a single surprise. More often, they unravel when one shock lands on top of ...
03/31/2026

Markets do not usually fall apart because of a single surprise. More often, they unravel when one shock lands on top of another.

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Address

1201 N Orange Street Ste 742
Wilmington, DE
19801

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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