Adam Taggart | Thoughtful Money, Released on 3/26/26

The extreme valuations, heightened uncertainty and potential threats in today’s financial markets lead high-net worth advisor Ted Oakley to encourage investors to raise cash at this time. “If you don’t have at least 20-25% in cash or T-bills, I think you’re taking a bigger risk”, he warns. The danger he sees is both the earnings and earnings multiples of stocks declining, hitting investors from both directions. To find out how he’s investing client capital right now, watch this video.

Ted Oakley, the founder of Oxbow Advisors and co-founder of its predecessor firm, HPO Advisors, has over thirty-five years of experience in the investment industry. The “Oxbow Principles” and the firm’s proprietary investment strategies were developed as a result of the unique perspective Ted gained throughout his almost four-decade tenure advising high net worth investors. He’s the author of Second Generation Wealth: What Do You Want for Your Kids?

Adam Taggart is the Founder of Thoughtful Money. He is also Co-Founder and former President of Peak Prosperity. Adam is an experienced Silicon Valley internet executive and Stanford MBA. Prior to partnering with Chris Martenson (Adam was General Manager of our earlier site, ChrisMartenson.com), he was a Vice President at Yahoo!, a company he served for nine years. Before that, he did the ‘startup thing’ (mySimon.com, sold to CNET in 2001). As a fresh-faced graduate from Brown University in the early 1990s, Adam got a first-hand look at all that was broken with Wall Street as an investment banking analyst for Merrill Lynch. Most importantly, he’s a devoted husband and dad.

  gold, investing, market correction, oil, Ted Oakley