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.
By: Live Oak Private Wealth
Quarterly Letter: Second Quarter 2020
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.
By: Bill Coleman
Quarterly Letter: First Quarter 2020
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.
By: Live Oak Private Wealth
Live Oak Private Wealth Acquires Jolley Asset Management
Live Oak Private Wealth is pleased to announced the acquisition of Rocky Mount-based Jolley Asset Management.
By: Andy Basinger
What You Need to Know About The SECURE Act
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.
By: Daniel Hughes
Trustee Tips: Estate Planning Basics
As an essential element of your overall wealth management and financial strategy, estate planning ensures that you have a plan in place to distribute your home, assets and possessions.
By: Connor Keller
The Decision to Hold Cash – Like a Sea Anchor in Turbulent Water
As we start a new decade, I thought it would be beneficial to start a blog highlighting some of the topics we talk about at Live Oak Private Wealth.
By: Bill Coleman
Quarterly Letter: Fourth Quarter 2019
Download the final letter of 2019 to learn more about Live Oak Private Wealth’s portfolio activity, performance characteristics and comments from the team.