Wealth & Wise Family Office Lecture at AKUS Maryland March Meeting Emphasizes Long-Term Investing and the Power of Compounding

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• Focus on long-term investing and the power of compounding

• Speaker: Dr. TaI Young Lee, Founder & Senior Advisor at Wealth & Wise Family Office

March 31, 2026

The Korean American United Society of Maryland (AKUS MD, President Inho Jang) held its March monthly meeting on the 31st at Dae Jang Geum Korean Restaurant in Ellicott City. During the gathering, members strengthened their relationships and discussed various initiatives to promote cooperation between Korea and the United States, as well as the development of the local community.

Following the meeting, a special lecture was delivered by Dr. Taeyoung Lee, Senior Advisor at Wealth & Wise Family Office. His presentation focused on long-term investment strategies and wealth accumulation, with particular emphasis on systematic investing using S&P 500 ETFs.

In the lecture, Dr. Lee presented an analysis showing that investing $400 per month in an S&P 500 ETF over 40 years could grow to approximately $1.4 million, assuming an average annual return of 8%. He also outlined alternative scenarios: about $2.55 million at a 10% return, $3.47 million at 11%, and up to $4.75 million at 12%.

Dr. Lee emphasized, “The most important factors in long-term investing are time and consistency,” adding that “due to the effects of compounding, asset growth accelerates significantly in the later stages.” He also discussed key considerations for investors, including dividend reinvestment, inflation, taxes, and market volatility.

Meanwhile, AKUS Maryland continues to carry out various activities to strengthen Korea–U.S. relations and support the local Korean American community. Through its regular monthly meetings, the organization fosters member networking while providing timely lectures and opportunities for exchange.

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