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Connor Keller

By: Connor Keller

Money & Life ▸

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.

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Live Oak Private Wealth

By: Live Oak Private Wealth

Quarterly Letters ▸

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.

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Live Oak Private Wealth

By: Live Oak Private Wealth

News ▸

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.

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Live Oak Private Wealth

By: Live Oak Private Wealth

Quarterly Letters ▸

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.

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Andy Basinger

By: Andy Basinger

Financial Planning ▸

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.

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Live Oak Private Wealth

By: Live Oak Private Wealth

Quarterly Letters ▸

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.

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Daniel Hughes

By: Daniel Hughes

Trust & Estate Planning ▸

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.

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Live Oak Private Wealth

By: Live Oak Private Wealth

Quarterly Letters ▸

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.

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