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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.
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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.

$20 Million & Broke

“$20 Million and Broke” explains why and how the most accomplished entrepreneurs, business owners, celebrities and those who inherit or win great fortunes often fall prey to their own flaws, foibles and failures.

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Talk To An Advisor: 512-386-1088