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Is It Time To Raise Cash In Your Portfolio? | Ted Oakley

Adam Taggart | Thoughtful Money® Mar 26, 2026

Summary

High-net worth advisor Ted Oakley warns investors to hold at least 20-25% of their portfolios in cash or T-bills due to extreme market valuations and heightened uncertainty.

Oakley sees a significant danger of both corporate earnings and earnings multiples declining simultaneously, which could hit investors from two directions.

The discussion covers current investment strategies for client capital, touching on potential threats in oil prices, gold prices, and broader market corrections.