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Video: Chance Finucane – Oxbow Advisors – TD Ameritrade – December 8, 2020

Chance Finucane – Oxbow Advisors – TD Ameritrade – December 8, 2020

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Chance Finucane, Oxbow’s Chief Investment Officer, joined TD Ameritrade’s Market Overtime to discuss how investors should be evaluating their current asset allocation, balancing growth with risk, and where he is positioning investors right now.

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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.
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Chance Finucane – Oxbow Advisors – TD Ameritrade – December 8, 2020

Chance Finucane, Oxbow’s Chief Investment Officer, joined TD Ameritrade’s Market Overtime to discuss how investors should be evaluating their current asset allocation, balancing growth with risk, and where he is positioning investors right now.

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