New Guest - Ted Thatcher - Using A 3 Pronged Approach To Build A Solid Portfolio In A Higher For Longer Environment

July 02, 2024

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.

KEReport

The KE Report provides exclusive interviews with private money managers and sub $10 billion market cap companies. Interviews are published daily to help investors navigate the markets.

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