Ted Oakley: Americans Are Dangerously Vulnerable To A Stock Market Correction

Jun 4, 2025

Ted Oakley, Managing Partner and Founder of Oxbow Advisors, shares his insights on the precarious state of the stock market, especially for older investors heavily invested in equities. He discusses the dangers of high valuations and the significant risks of a correction. Ted emphasizes the need for active management strategies and highlights the importance of balancing portfolios. He also offers tailored investment strategies amidst economic uncertainty, focusing on the importance of real assets and cash reserves for safeguarding financial futures.

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INSIGHT

Market in Volatility Channel

The market is entering a volatility channel with ups and downs, not a fresh bull trend.
Investors should expect sideways market movement with periodic rallies and declines over the next several years.

INSIGHT

Invest in Businesses, Not Indexes

Investing means owning a business, not just buying market averages or funds.
Successful investing requires understanding a company's financial health like income statements and cash flow.

INSIGHT

Focus on Cash Flow Metrics

Cash flow is the most vital metric in valuing companies across industries.
Good investing targets companies offering strong price-to-cash-flow ratios for expected returns.

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SCHEDULE YOUR FREE PORTFOLIO REVIEW with Oxbow at https://www.thoughtfulmoney.com/oxbow"Dazed and confused" is how a lot of regular investors are feeling right now.Stocks have bounced back from their April lows, and optimism is back on Wall Street. I've certainly interviewed several experts who are feeling pretty bullish right now.But that doesn't mean there aren't reasons for concern: technically, fundamentally, as well as on the macro level. Especially when major news bombs are dropping in the headlines nearly every day.How is the average investor supposed to navigate such a chaotic market?For seasoned expertise, we have the good fortune of welcoming back to the program high net worth financial advisor Ted Oakley, Managing Partner and Founder of Oxbow Advisors.Ted is concerned that average investors, especially those 50 and older, are too overexposed to stocks -- they hold a higher percentage of their assets in equities than they ever have before in history.#marketcorrection #stocks #investing _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.