Victor Lee, Financial Planner

10/08/2026

Download this guide for tax-smart ways to give before Dec. 31: https://bit.ly/47I2xqQ

Want to talk it through? Let’s connect.

10/07/2026

Join in and hear from Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, as he helps make sense of key drivers behind recent trends and their potential implications for investors. Register now: https://bit.ly/4hO0FSf

10/05/2026

Last week, stocks were mixed as technology gains offset broader weakness tied to rising interest rates. Treasury yields remained volatile, while softer labor and consumer confidence data reinforced expectations of slowing growth. For more key learnings, give our weekly market perspective a read.

10/01/2026

Retirees with annuities have reported higher well-being than those with defined contribution plans. Let’s talk about how reliable guaranteed income can take the stress out of retirement.

Discover why annuity owners value lifetime income for financial security, peace of mind, and protection against market volatility and inflation.

09/29/2026

U.S. markets moved higher last week as an AI-driven technology rally and lower oil prices outweighed a midweek bond selloff. The S&P 500 gained 1.2%, while rising Treasury yields reflected strong economic data and expectations for additional Fed rate hikes. Dive into this week’s market perspective for more analysis and key takeaways.

09/24/2026

Download this free guide to explore 4 ways long-term care can be paid for. [Link] Want to discuss your planning options? Reach out.

https://bit.ly/3VsDKnN

09/21/2026

Last week, markets navigated a challenging combination of renewed Fed tightening, rising Treasury yields, and persistent inflation concerns. Technology strength helped keep the S&P 500 near flat, while cyclical, small-cap, and rate-sensitive sectors lagged. Strong economic data supported growth but increased expectations for another rate hike. Read this week’s market perspective to learn more.

09/20/2026

May this Yom Kippur bring peace, reflection, and renewal.

09/18/2026

Variable annuities may offer protections without giving up on growth potential. Let's talk about your retirement plans and discuss different methods for maximizing your income.

09/17/2026

Let’s discuss how a collaborative planning process could help you build wealth and live life on your terms.