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. He also serves on the Advisory Board for the Journal of Financial Planning.
Experience:
Lee currently serves as a vice president and fee-only financial planner at Monument Financial Advisors, a registered investment advisor in Boston managing over $500 million in assets.
Education:
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.
From Lee McGowan:
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.
References:
- 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®