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 Q3 and the first 9 months of 2018
- Bull/Bear Indicator-How do Investors currently feel about the stock market
- Tariffs, China and trade negotiations with Canada
- US & Global Economic Updates
- Mid-Term Elections and the potential impact on the stock market
- Q3 2018 Company earnings 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.