“In my 53 years in the investment world, I’ve seen a number of economic cycles, pendulum swings, manias and panics, bubbles and crashes, but I remember only two real sea changes. I think we may be in the midst of a third one today.” – Howard Marks, Oaktree Capital, “Sea Change”; December 13, 2022

Get Live Oak Private Wealth’s perspective on the shifting investment patterns and the impact on clients by downloading our 2022 Year-End Letter.