Private Wealth Blog

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.

To enjoy and benefit from life-changing gains in the markets, you have to have patience. Read more about the financial benefits of patience.

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.

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.

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.