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

Cory
July 3, 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. 

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