Mike's Portfolio Blueprint
FREE WHEN YOU JOIN TODAY
The core of Mike's service for his personal clients. Watch the entry level portfolio he started the year with for maximum returns for the risk we're taking.
Mike's Hot Takes
Find out what Mike couldn't say on air...
Weekly video updates from Mike analyzing markets and commenting on his current positions. Get inside access to his approach. Weekly video updates from Mike analyzing markets and commenting on his current positions.
Investing Education
You'll never see this published anywhere, and you'll see why...
Tap into decades of experience and research as Mike dives deep into the markets with industry analysis and trading insights, breaking down the complexities of investing and trading made simple.
Nice To Meet You
I'm Mike Lee
I'm Michael Lee, the owner of Michael Lee Strategy offering Wealth Planning and Investment Management as an IAR through Compass Financial. My focus is to offer comfort and clarity to pre-retirees and retirees by delivering a personalized, holistic strategy through the marriage of comprehensive financial planning and investment management. A former Vice President in the Institutional Middle Markets group at Morgan Stanley, Michael is a sought after voice in the industry, appearing regularly on Fox Business, Fox News, Yahoo Finance, Newsmax TV, and other financial media.2 Column
FAQS
What criteria do you use to evaluate the stocks featured in your newsletter and video reports?
While we do not recommend particular stocks, we highlight dividend-paying companies based on factors such as dividend yield, payout ratio, earnings growth, industry trends, and other relevant metrics for dividend investors.
How often is the newsletter, video content, and dividend calendar updated?
Our newsletter and video reports are published daily, providing timely insights into dividend-paying stocks. Additionally, we maintain a dividend calendar that sends alerts when ex-dividend dates for specific stocks are approaching.
Is there a cost to access your services?
Currently, our newsletter, video reports, and dividend calendar are offered free of charge. We do not charge a subscription fee for accessing our content and features.
428 South Main St, Suite B, Unit #1057, Davidson, NC 28036