We’ll be reviewing where the market stands after the first half of this year, as well as our insights on topics including:
- Stock market and sector performance in Q2 2018 and the first half of 2018
- New Communications Sector Introduction and breakdown of companies in the new index
- How do investors feel about the stock market?
- What We are Keeping an Eye On
- Energy Production and Prices
- Tariffs and the effect on the U.S. economy (and farmers0
- US & Global Economic Updates
- Company earnings results and forecasts
- Strategy update
Matthew Gaude & Shawn McGuire
We created Live Oak Wealth Management to offer independent, unbiased financial advice to our clients. Our team was built to stay true to our ideals of always putting our clients’ best interests first and offering unbiased financial advice.
Our team’s mission is to help individuals build their wealth through two key principles: wealth accumulation and wealth preservation. We do this by providing our clients and their families personalized wealth management strategies. Our focus is to secure, maintain and protect the financial lifestyle of our clients throughout their lifetime.