Why wealth management is driving portfolio trends: Bitcoin’s

Why wealth management is driving portfolio trends: Bitcoin’s rebound over $43K has triggered allocation debates within alternative asset sleeves. Skilled managers cap crypto exposure at under 3% while rotating gains into undervalued dividend payers. The widely respected investor made the comment during an interview with Josh Brown , co-founder and CEO of Ritholtz Wealth Management, that was published on Friday. Lynch got his start as an intern at Fidelity in the 1960s after having caddied for then–Fidelity president George Sullivan at a golf course in suburban Boston. Koudelka highlighted that ETFs were not originally designed just for passive vehicles, but were meant to be a wrapper to deliver any investment strategy “to the masses.” Why wealth management is strategic: S&P 500 forward P/E climbed above 19x, exceeding the 10-year average, increasing valuation risks. Asset allocation grounded in earnings quality analysis helps avoid overpaying for growth.