Intersect Capital LLC

When it comes to tackling your debt, ensuring you have a proper emergency fund stored away is a crucial first step. Joe Lum shares why with CNBC’s Liz Gravier: https://cnb.cx/303apAF

Today on Fox Business, Managing Partner Joe McLean discusses the advice he shares with his pro-athlete clientele on how to manage and protect their wealth in today's market environment with Liz Claman. Tune-in at 12:55pm PT / 3:55pm ET: https://bit.ly/2MXEPB5

Don't miss @JoeMcLean tomorrow on Fox Business as he joins Liz Claman for a conversation on how he's advising clients on protecting their wealth in today's market & the sectors he's looking to for growth. Live at 12:55pm PT / 3:55pm ET: https://bit.ly/2MXEPB5

Most importantly, having a plan gives you a reason to say ‘no’ so that you may say ‘yes’ to something in the future. As your income increases, you may experience lifestyle drift where you spend more because you have more. While it may be satisfying in the short term it could impact your ability to reach long-term financial goals. Joe Lum shares more in CNBC: https://cnb.cx/2NbqrVA

Managing Partner Joe McLean joins Cheddar live today at 1:00pm PST to share his market outlook and investment insights for the new year ahead. Tune in via: https://bit.ly/2WOxq9b

Intersect Capital’s @Jonathan Drubner teamed up with @Fatherly to offer an essential end of year financial checklist to prepare you and your finances for 2021; read the full article via: https://bit.ly/34gVxRm.

Intersect’s Joe McLean offers his insights on how to plan for times of financial uncertainty and explains the three-bucket approach his team uses to help clients achieve long-term financial success in this Luxury Portfolio International feature: https://bit.ly/3d9fNYx

How can offering family office services fill in gaps based on client needs? Intersect’s Joe McLean shares how developing the right approach through a living, breathing financial plan can address those gaps in this U.S. News and World Report article: https://bit.ly/3hWRvSh