Ted Oakley’s Books
Ted Oakley’s 2023 Release
Stay Rich with a Balanced Portfolio
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 New 2025 Release
Second Generation Wealth
Pre-Order For April 15, 2025 Launch
*Ships by May 1st, 2025
Second Generation Wealth identifies the best practices for properly preparing your children to inherit wealth, manage it responsibly while maintaining their self-worth, and foster a promising family legacy.
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 2023 Release
Stay Rich with a Balanced Portfolio
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 New 2025 Release
Second Generation Wealth
Second Generation Wealth identifies the best practices for properly preparing your children to inherit wealth, manage it responsibly while maintaining their self-worth, and foster a promising family legacy.
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.
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
“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
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
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.