By: Live Oak Private Wealth
We are proud to announce Live Oak Private Wealth claims compliance with the Global Investment Performance Standards (GIPS®). Learn more about our commitment to industry best practices.
By: Andy Basinger
We can all take a cue from some of the most strategic, disciplined folks—Navy SEALs—and apply their thinking to financial planning for the new year. Here’s how.
By: Daniel Hughes
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.