Third Quarter 2021 Market Review and Strategy Update

Live Oak Wealth Management

Financial Advisors in Roswell, GA

Client Center

Welcome to Live Oak Wealth Management

At Live Oak Wealth Management, we are committed to providing unbiased and independent financial advice near Atlanta. We serve corporate employees as well as self-employed business owners. Our clients are busy, but want to plan for a secure retirement and have a partner they can count on along the way.

We help individuals with retirement planning and social security. We’re always available to our clients to answer their questions and address their concerns. We work closely with our clients to put into place a financial road map that helps them feel more excited about their financial future.

 


Financial Planning

It is through our planning process that we can help you prepare for life’s expected and unexpected circumstances.


Retirement Income Planning

We have created a 3-tiered portfolio solution through active investment management, founded in solid planning, that is designed to help generate predictable income.


Active Investment Management

Our Active Investment portfolios are customized to help each client reach their individual goals and objectives.


Participant 401(k) Management

We serve the needs of participants by providing an independent, third party research service in a fiduciary relationship in order to help you make better investment decisions and regain control of your 401K.


Webinar to discuss the third Quarter 2021 Market : Review and Strategy Update and More You Need to Know!

Third Quarter 2021 Market Review and Strategy Update

The mitigation of the Delta variant is going to be important given the present tightness of the labor market. September lived up to past history of being the worst month in terms of performance, however we are now entering the best 6 month time period for the stock market. So, why are we still bullish? What are we expecting for the stock market going into the end of the year and the fist quarter of 2022?
We will answer these questions and more in this webinar.

Watch Webinar

Need Help Managing Your 401(k)?

Participant 401(k) Plans

As an employee with a 401(k) plan, you have many options. We help you understand those options and decide on your next steps.

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Matthew Gaude featured in Proactive Advisor Magazine

"Delivering the risk management that investors want requires new strategies that can respond to changing markets."


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Market News

Quarterly Insights – July 2022

The first half of 2022 is officially over…good riddance. This past six-month period was one for the record books, and not in a good way. Stocks