Lee McGowan, CFP®, has been on various sides of the mutual fund world -- as an investor, a broker and a fee-only advisor.
He has written articles and provided commentary for numerous online publications including the Journal of Financial Planning, Wealth Management Exchange, FiLife, and Mystockoptions.com.
Lee currently serves as a fee-only financial planner at a registered investment advisor in Boston which manages over $500 million in mutual fund assets.
Lee received a Bachelor of Arts degree from Hanover College, where he majored in Business Administration. He is a CERTIFIED FINANCIAL PLANNERTM practitioner and has passed the CFA Level 2 examination.
The key to a successful mutual fund investment often requires a combination of discipline with patience. Learn the basics and avoid the “soar and plummet” headlines, and you’ll be well on your way to becoming a successful investor.
- Journal of Financial Planning
"Tax-Loss Harvesting: The Rebalancing Act "
By Lee C. McGowan, CFP® - Wealth Management Exchange
Articles for high net worth investors and experts.
By Lee C. McGowan, CFP® - FiLife -- In Partnership with The Wall Street Journal
"Can You Gain From a Loss in Your 529 Plan?"
By Lee C. McGowan, CFP®