By Matthew Gaude & Shawn McGuire If you had to choose, would you rather file your taxes or go without your phone for a week? At this point, you
2018 Year in Review and 2019 Preview and Strategy Update Webinar
We'll be reviewing the stock market, current economic indicators as well as our insights on topics including: Stock Market and Sector performance
How Might The Market Behave In 2019?
By Matthew Gaude & Shawn McGuire With 2018 in the rear-view mirror, what can we expect the behavior of the markets to be in 2019? Should the
How To Catch Up For Retirement In A Hurry
By Matthew Gaude & Shawn McGuire Are you confident about your retirement prospects, or does a review of your savings leave you feeling anxious?
Take Our 2018 Client Survey
Here at Live Oak Wealth Management, we believe that your success is our success and have made it a priority to build lasting, meaningful relationships
What Is A Fiduciary And Why Is It Important?
By Matthew Gaude & Shawn McGuire Does your financial advisor have a hidden agenda? You might assume that if you work with a financial advisor,
See A Sample Financial Plan
By Matthew Gaude & Shawn McGuire When’s the last time you made a major purchase sight unseen? You most likely haven’t. It would be incredibly
What Is Your Long-Term Care Plan?
By Matthew Gaude & Shawn McGuire If you want something done right, do it yourself. A saying we find rings true in many areas of life, and most
Five Steps To Get Your Financial House In Order
By Matthew Gaude & Shawn McGuire Did you know that 4 in 10 Americans admit that they prefer not to think about money? (1) This isn’t all too