“It shouldn’t come as a surprise that the return on investment is significantly a function of the price paid for it. For that reason, investors clearly shouldn’t be indifferent to today’s market valuations.” – Howard Marks

Get Live Oak Private Wealth’s perspective on the shifting investment patterns and the impact on clients by downloading our 2024 Year-End Letter.


 

DOWNLOAD THE YEAR-END 2024 LETTER FROM LIVE OAK PRIVATE WEALTH