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.