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Please fill out the form below for your complimentary 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.
Order Below
Please fill out the form below for your complimentary 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.
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.
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.
$30 Million & Broke
In $30 MILLION AND BROKE: If You Have It, Don’t Lose It forty-year investment veteran J. Ted Oakley explores the phenomena of going from rags-to-riches, then the unfortunate turn from riches-to-rags.