Private Wealth Blog

Download the final letter of 2020 to learn more about Live Oak Private Wealth’s portfolio activity, performance characteristics and comments from the team.

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.

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.

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.

Read the first quarterly letter following the addition of Jolley Asset Management to Live Oak Private Wealth and learn about our two distinct investment styles.

Download the full first quarter 2020 letter to learn more about Live Oak Private Wealth’s portfolio activity, performance characteristics and comments from the team.

Live Oak Private Wealth is pleased to announced the acquisition of Rocky Mount-based Jolley Asset Management.

We’ve all heard that “the only constant is change,” and we want to shed light on some significant changes to retirement savings legislation called the SECURE Act.