Private Wealth Blog

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.

This quarter marks the three-year anniversary of Live Oak Private Wealth. View our recent portfolio activity and read comments from the team in our latest Quarterly Letter.

We are thrilled to welcome Angel Bolton to Live Oak Private Wealth. She brings an extensive wealth of knowledge in financial planning. Learn more about Angel.

To view Live Oak Private Wealth’s recent portfolio activity and read comments from the team, download the second quarterly letter of 2021.