Adam Taggart of Wealthion Interviews - Ted Oakley - Oxbow Advisors - Family Wealth, Best Practices

Ted Oakley joins Adam Taggart of Wealthion to talk about family and generational wealth. Adam asks Ted about his experience helping families build, sustain, and eventually pass on their wealth and family values. Ted speaks about what he has seen make the difference in families that successfully raised self-sufficient children and maintained their wealth through multiple generations.
To speak to a portfolio manager at Oxbow Advisors click this link: bit.ly/oxbow-t...
Visit www.oxbowadviso... for a complimentary copy of one of Ted Oakley's books. In his latest "Your Money Mentality" ( link: bit.ly/your-mo... )
Ted 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 best path and overcome past investment regrets.
Our common sense approach to investing by emphasizing preservation of capital and growth. Many of our investors have sold businesses or had liquidity events. After a big liquidity event, beware of Wall Street. High Net Worth individuals need high-level wealth protection. We protect wealth, pure and simple.
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[@mikemcardle7466]

Ted Oakley is the best. I wish he was my dad. Very intelligent and helpful with his knowledge! Thanks Ted 😀

[@timsourdille3404]

I like Adam but he talks way too much to just repeat what the interviewee said

[@mustavogaia2655]

I see your point, he got repetitive here. but I think it is a one off in this case. At least as far as I remember he really is very succint and mostly opens up for the interviewee.