By: Connor Keller
Quarterly Letter: First Quarter 2025 Investment Commentary
Read our full investment commentary here.
By: Angel Bolton
Quarterly Letter: First Quarter 2025 Planning Insights
The Role of Trusts in Estate Planning.
By: Live Oak Private Wealth
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.
By: Live Oak Private Wealth
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.
By: Live Oak Private Wealth
Quarterly Letter: Third Quarter 2024
Read our full investment commentary and letter to clients by downloading the Q3 2024 quarterly letter.
By: Live Oak Private Wealth
Mid-Year Letter: June 30, 2024
Read our full investment commentary and letter to clients by downloading the 2024 Mid-Year letter.
By: Live Oak Private Wealth
Quarterly Letter: First Quarter 2024
Read our full investment commentary and letter to clients by downloading the Q1 2024 quarterly letter.
By: Live Oak Private Wealth
Year-End Letter: December 2023
Get Live Oak Private Wealth’s perspective on the shifting investment patterns and the impact on clients by downloading our 2023 Year-End Letter.