59. What secrets do 40+ yrs of investing teach you? Conversation with Ted Oakley, CFA, CFP
59. What secrets do 40+ yrs of investing teach you? Conversation with Ted Oakley, CFA, CFP
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59. What secrets do 40+ yrs of investing teach you? Conversation with Ted Oakley, CFA, CFP
Ted Oakley is a true investing expert with over 40 years of experience working with high net worth clients.
You can learn a lot from someone who’s been through so many decades of investing. In our conversation, we cover:
-Ted’s remarkable story of growing up in a home with zero money, no running water and what helped him achieve financial success despite that upbringing
-Top mistakes that he sees investors making
-How people’s past experiences with investing can cause them to make poor decisions, and what to do about it
-Also, the importance of diversification and limiting exposure to any one specific investment
-Ted’s market outlook
Learn more about Ted:
Ted’s Twitter:
https://twitter.com/Oxbow_Advisors
Check out Ted on YouTube:
https://www.youtube.com/@OxbowAdvisors
Wall Street Vision Podcast:
Disclaimer: This podcast is not associated with any financial institution. The views and opinions expressed by the host and podcast guests are their own and do not reflect the opinions of any financial institution. The content provided in this post and/or podcast is for informational purposes only and should not be considered financial advice.