Private Wealth Blog

As we write this letter, the U.S. Presidential election looms large. To discover our thoughts on the impact of the election results and more, read our latest Quarterly Letter.

Wills and trusts are two options to transfer your assets, but the key difference between these two documents is timing. A will goes into effect only after you die, whereas a trust becomes effective immediately.

Read the first quarterly letter following the addition of Jolley Asset Management to Live Oak Private Wealth and learn about our two distinct investment styles.

Download the full first quarter 2020 letter to learn more about Live Oak Private Wealth’s portfolio activity, performance characteristics and comments from the team.

Live Oak Private Wealth is pleased to announced the acquisition of Rocky Mount-based Jolley Asset Management.

We’ve all heard that “the only constant is change,” and we want to shed light on some significant changes to retirement savings legislation called the SECURE Act.

As an essential element of your overall wealth management and financial strategy, estate planning ensures that you have a plan in place to distribute your home, assets and possessions.

As we start a new decade, I thought it would be beneficial to start a blog highlighting some of the topics we talk about at Live Oak Private Wealth.