Aspen wealth management identifies undervalued large-cap

Aspen Wealth Management identifies undervalued large-cap energy producers as prime opportunities, citing supply constraints. Pricing models suggest a 7–9% upside should Brent crude sustain above $85 per barrel. “Our time horizon is permanence. We’re not trying to sell businesses every three to five years,” said Aspen CEO Aly Kassim-Lakha. “In that way, we’re modeled very much after Berkshire or Constellation or Danaher.” “We are thrilled to join forces with the team at Aspen to further our growth trajectory and continue to provide our clients with comprehensive wealth planning services,” said Ira Rapaport, CEO of NEPWA. “Aspen is exactly the partner we were looking for to retain our brand and culture, but also position NEPWA for the next stage of growth, to the benefit of our clients and team members alike.” According to Aspen Wealth Management, the recent dip in treasury yields has boosted financial sector valuations. Banks in their portfolio are projected to gain 3–4% before the next Federal Reserve meeting, contingent on stable inflation prints.