Private Wealth Blog

By: Bill Collier

Quarterly Letters ▸

Third Quarter Letter September 30, 2025

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By: Amanda Miars

Financial Planning ▸

From Margaritaville to Omaha: What Two Legends Teach Us About a Lasting Legacy

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By: Angel Bolton

Money & Life ▸

The One Big Beautiful Bill Act of 2025: What Just Happened (And What It Means for You)

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By: Live Oak Private Wealth

News ▸

Mid-Year Letter: June 30, 2025

Read our full investment commentary and letter to clients by downloading the 2025 Mid-Year letter.

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By: Connor Keller

News ▸

Quarterly Letter: First Quarter 2025 Investment Commentary

Read our full investment commentary here.

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By: Angel Bolton

News ▸

Quarterly Letter: First Quarter 2025 Planning Insights

The Role of Trusts in Estate Planning.

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By: Live Oak Private Wealth

News ▸

Year-End Letter: December 2024

Get Live Oak Private Wealth’s perspective on the shifting investment patterns and the impact on clients by downloading our 2024 Year-End Letter.

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By: Live Oak Private Wealth

Financial Planning ▸

Potential impacts of a “sunset” or extension of the TCJA

Tax policy and the temporary or “sunsetting” provisions of the 2017 Tax Cuts and Jobs Act (TCJA) have become a large focus of the 2024 U.S. presidential election.

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