By: Daniel Hughes
Top Four Reasons to Appoint a Non-family Trustee
Making the decision about whom to appoint as trustee deserves careful consideration. It may surprise you to learn that it’s often best to appoint a non-family trustee.
By: Bill Coleman
Quarterly Letter: Second Quarter 2019
Download the full second quarter 2019 letter to learn more about Live Oak Private Wealth’s portfolio activity, performance characteristics and comments from the team.
By: Bill Coleman
Quarterly Letter: First Quarter 2019
Download the full first quarter 2019 letter to learn more about Live Oak Private Wealth’s portfolio activity, performance characteristics and comments from the team.
By: Daniel Hughes
Estate Planning: Dress For The Slide, Not For The Ride
The proper financial professionals can help craft a plan that will ensure you and your family are protected for whatever life throws your way.
By: Andy Basinger
Finding A Cure Instead Of Treating A Symptom
Is your financial advisor helping you look for the ultimate cure—financial security?
By: Connor Keller
Five Things To Keep In Mind For Your Next Tax Discussion
Taxes can be complex. Here’s what you should know.
By: Bill Coleman
Quarterly Letter: Fourth Quarter 2018
Download the full fourth quarter 2018 letter to learn more about Live Oak Private Wealth’s portfolio activity, performance characteristics and comments from the team.