Skip to content
envelope

Lee Sipe & Associates

Lee Sipe & Associates AdvancedLee Sipe & Associates Advanced
  • Home
  • Our Services
    • Our Services
    • Our Approach
  • Our Clients
  • About Us
    • About Us
    • Our Credentialed Team
    • Thomas Lee
    • Daniel J. Sipe
    • Kent W. Showler
    • Sandra S. Presgraves
    • Jason A. Snyder
    • Maria R. Dugstad
    • Vicky Yao
    • Marty L. Olson
    • Rachel L. Charles
    • Kirk D. Brooks Jr.
    • Katelyn E. Murray
    • Martina Beckum
    • Gentry L. Foreman
    • Carla Lindblad
    • Jennifer L. Meyer
    • Rebecca Blaschak
    • Kevin Haddon
    • Matthew Kramer
    • Maria Tromp
    • Olivia Musonda
    • Bobby Roach
    • Kevin Ta
    • Adrienne Davis Hill
    • Carrie Phung
    • Gabrielle Berkson
    • Bob Morton III
  • Core Values
  • Resources
  • Contact Us
  • Careers
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Lee Sipe & Associates
    15245 Shady Grove Rd Ste 240 Rockville, MD 20850 T: +1.301.216.1111
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Economy & Policy
    • Estate & Giving
    • Family & Lifestyle
    • Financial Planning
    • Markets & Investing
    • Retirement & Longevity
    • Tax Planning
    • Technology & Innovation
  • Topic
    • Business Owners
    • Economy
    • Education
    • Fixed Income
    • Goal Planning
    • Housing
    • Investment Strategy
    • Longevity Planning
    • Retirement Planning
    • Women
  • Media
    • Article
    • Calculator
    • Checklist
    • Commentary
    • Document
    • Infographic
    • Newsletter
    • Video
Inflation was good in June and July; August’s will not be so kind
8/14/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
Inflation was good in June and July; August’s will not be so kind
8/14/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
Read
Read
Life insurance as a business tool
How you can use a policy for executive benefits and succession planning.
Business Ownership
AI infrastructure spending puts free cash flow levels in focus
8/13/2026
AI spending is pressuring cash flow at major technology companies, bringing the sustainability of the sector’s momentum into focus
Markets & Investing
Giving conditionally
How to keep charitable specificity from hurting your cause
Estate & Giving
Read
Selling your business to those who helped you build it

How an employee stock ownership plan offers a tax-advantaged path to succession

Business Ownership
Read
Investing in social enterprises: purpose and profit
How investors can support causes they care about while pursuing financial returns
Estate & Giving
Read
Asking the right questions
8/10/2026
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
Businesses are not sharing the wealth with workers
8/7/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
Key takeaways from second quarter earnings season so far
8/7/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Three questions for evaluating the quality of your retirement life
Optimize quality of life in your retirement by answering these three questions
Retirement & Longevity

Transformyour wealth strategy

envelope

Lee Sipe & Associates

Lee Sipe & Associates AdvancedLee Sipe & Associates Advanced

Contact Us

  • 15245 Shady Grove Rd Ste 240 Rockville, MD 20850
  • T: +1.301.216.1111
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Raymond James Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services.

Lee Sipe & Associates is not a registered broker/dealer and is independent of Raymond James Financial Services.



© 2024 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use