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Base Capital vs. Investment Capital

Base Capital

Purpose & Objectives

  •   Preservation of Capital
  •   Income Generation
  •   Lifestyle Maintenance
  •   Future Needs

Investment Capital Considerations

  •   Annual Income Needed
  •   Current & Expected Inflation
  •   Liquidity
  •   Age
  •   Distribution Rate/Taxation

Investment Capital

Purpose & Objectives

  •   Appreciation of Capital
  •   Philanthropy
  •   Purchases/Extra Expenses
  •   Providing for Future Generations

Base Capital vs. Investment Capital

  •   Second Home Purchases/Gifts
  •   Growth Oriented Investments
  •   Real Estate Investments
  •   Hedge Funds/Private Equity
  •   Private Business Investments

Ted Oakley’s New Book Now Available

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Your Money Mentality

Ted Oakley’s new 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.
Please fill out the form below for your complimentary book.
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