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Chance Finucane – Oxbow Advisors

Update on Stocks in Our High Income and Equity Strategies – February 4, 2021

Chief Investment Officer Chance Finucane discusses the state of the stock market, our holdings in the equity strategies, and our criteria for buying stocks in the High Income strategy.

Psychology of Staying Rich

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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.
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Chance Finucane – Oxbow Advisors
Update on Stocks in Our High Income and Equity Strategies – February 4, 2021

Chief Investment Officer Chance Finucane discusses the state of the stock market, our holdings in the equity strategies, and our criteria for buying stocks in the High Income strategy.

Don’t forget to visit our  Books Page for your complimentary print and digital copy of Ted Oakley’s new book The Psychology of Staying Rich.

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.

Talk To An Advisor: 512-386-1088