
By: Live Oak Private Wealth
Quarterly Letter: Fourth Quarter 2021
Read our full investment commentary and letter to clients by downloading the 2021 Year End Letter.

By: Live Oak Private Wealth
Quarterly Letter: Third Quarter 2021
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.

By: Live Oak Private Wealth
Meet Angel Bolton
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.

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

By: Bill Coleman
Reaping the Benefits of Patience
To enjoy and benefit from life-changing gains in the markets, you have to have patience. Read more about the financial benefits of patience.

By: Live Oak Private Wealth
Meet Laura Tayloe
Live Oak Private Wealth welcomes Laura Tayloe to the team, where she will serve as our Director of Client Relations. Learn more about Laura in this Q&A style post.

By: Connor Keller
Patience Pays Dividends
When it comes to investing for the long term, being patient is one of the key behavioral traits that can lead to success. Learn why patience in investing is so important.

By: Bill Coleman
Humility, Decisions and Risk
The year 2020 was a prime example of how difficult forecasting financial markets can be. Learn why investing with a margin of safety is so important–and why it drives everything we do.