16 min listen
New Guest - Ted Thatcher - Using A 3 Pronged Approach To Build A Solid Portfolio In A Higher For Longer Environment
FromThe KE Report
New Guest - Ted Thatcher - Using A 3 Pronged Approach To Build A Solid Portfolio In A Higher For Longer Environment
FromThe KE Report
ratings:
Length:
16 minutes
Released:
Jul 3, 2024
Format:
Podcast episode
Description
I am happy to introduce Ted Thatcher, President of Bright Lake Wealth Management.
Since this is the first time featuring Ted on the show I have him outline his portfolio strategy. Ted is using a three-pronged approach to the markets, focusing on patience, big tech investments, and small to mid-cap growth opportunities amid fluctuating interest rates.
It seems like many investors are waiting for the Fed to start cutting rates but until that happens there is a good argument to take a certain degree of safety in portfolios.
Click here to visit the Bright Lake Wealth Management website.
Since this is the first time featuring Ted on the show I have him outline his portfolio strategy. Ted is using a three-pronged approach to the markets, focusing on patience, big tech investments, and small to mid-cap growth opportunities amid fluctuating interest rates.
It seems like many investors are waiting for the Fed to start cutting rates but until that happens there is a good argument to take a certain degree of safety in portfolios.
Click here to visit the Bright Lake Wealth Management website.
Released:
Jul 3, 2024
Format:
Podcast episode
Titles in the series (100)
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