500 West 5th Street, Suite 1205 Austin, TX 78701

Ted Oakley’s Latest Book

In Stay Rich with a Balanced Portfolio, Ted Oakley explores the concepts and strategies every investor should consider in the continuous quest for financial balance and the confidence that comes with it.

Ted Oakley’s Books

Ted Oakley has developed his knowledge through over more than three decades of assisting former business owners as they take steps to reach the next level in their life. These books are a guide for that next level.

Ted Oakley’s Latest Book

In Stay Rich with a Balanced Portfolio, Ted Oakley explores the concepts and strategies every investor should consider in the continuous quest for financial balance and the confidence that comes with it.

Ted Oakley’s Books

Ted Oakley has developed his knowledge through over more than three decades of assisting former business owners as they take steps to reach the next level in their life. These books are a guide for that next level.
Your Money Mentality

Ted Oakley’s book Your Money Mentality explains how investing is not linear and that successful investing sometimes goes against conventional wisdom.  From Oakley’s years of experience, he walks investors through the highs and lows of the market to help them determine their own money mentality.

The Psychology of Staying Rich

Strange as it may sound, holding on to wealth often turns out to be harder for families than getting it in the first place. The majority of wealthy Americans fail to keep their fortunes in the family for more than a single generation — and many don’t make it that far.

You Sold Your Company

“You Sold Your Company” offers incisive and a sometimes surprising analysis of the emotional impact of selling a company – and the life changes that usually come with it.

ted-oakley-crazy-time-book-cover
Crazy Time

Navigating confidently through the first critical year after selling your business, “Crazy Time” addresses each of the areas where the partners at Oxbow Advisors have seen newly liquid business owners face trouble.

Rich Kids Broke Kids Ted Oakley Oxbow Advisors
Rich Kids – Broke Kids

“Rich Kids, Broke Kids – The Failure of Traditional Estate Planning”, is a family’s guide to raising children who can comfortably and capably handle the responsibilities and privileges of inherited wealth

Ted-Oakleys-book-Danger-Time-book-cover
Danger Time

The follow up to “Crazy Time” details the “Danger Time” that business owners face in the second and third years following a sale.  It warns investors of the dangers posed by overconfidence and ego.

$30 Million & Broke

$30 Million and Broke closes with “simple truths” that Oxbow Advisors works to impress on their clients.  Wealth is hard to come by.   Wealth is hard to keep.  You are one of the fortunate few.  If you have it, don’t lose it.

wall-street-lies-ted-oakley-oxbow-advisors
Wall Street Lies

In Wall Street Lies, Ted Oakley, Pat Swanson and Trey Crain deliver the message that we all know to be true: Wall Street firms have their best interest in mind and, unfortunately, not yours.

Talk To An Advisor: 512-386-1088