Private Wealth Blog

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.

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.

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.

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.