Private Wealth Blog

Read our full investment commentary and letter to clients by downloading the Q1 2023 quarterly letter.

Get Live Oak Private Wealth’s perspective on the shifting investment patterns and the impact on clients by downloading our 2022 Year-End Letter.

We are incredibly proud of our Managing Director and Co-Chief Investment Officer, Frank Jolley, for being featured in the recent Business North Carolina Magazine article titled “Best N.C. Stock Picks for 2023.”

Read our full investment commentary and letter to clients by downloading the Q3 2022 quarterly letter.

Read our full investment commentary and letter to clients by downloading the Q2 2022 quarterly letter.

Our investment team believes philosophically that the current market volatility, while unnerving, is the friend of the long-term investor. Read why in our latest blog.

Read our full investment commentary and letter to clients by downloading the Q1 2022 quarterly letter.

Read our full investment commentary and letter to clients by downloading the 2021 Year End Letter.