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.
By: Connor Keller
Rational Behavior During Irrational Times
Read this post by Live Oak Private Wealth’s Connor Keller to learn why the rational behavior of an investor is so critical to successful investing over time.
By: Live Oak Private Wealth
Quarterly Letter: First Quarter 2021
Download the first quarterly letter of 2021 to learn more about Live Oak Private Wealth’s portfolio activity, performance characteristics and comments from the team.
By: Live Oak Private Wealth
Live Oak Private Wealth Earns Another Level of Investor Confidence and Trust
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: Live Oak Private Wealth
Quarterly Letter: Fourth Quarter 2020
Download the final letter of 2020 to learn more about Live Oak Private Wealth’s portfolio activity, performance characteristics and comments from the team.
By: Andy Basinger
Financial Planning for the New Year Through the Lens of a Navy SEAL
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: Live Oak Private Wealth
Quarterly Letter: Third Quarter 2020
As we write this letter, the U.S. Presidential election looms large. To discover our thoughts on the impact of the election results and more, read our latest Quarterly Letter.
By: Daniel Hughes
The Key Differences Between Will and Trust Documents
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.